Purchases and Sales Made in Q2 2022 in Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE SMALL CAP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.03K+ 7.58% |
$164K - $204K
|
42.9K
$2.62M
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.94K+ 40.97% |
$159K - $198K
|
10.1K
$617K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.92K+ 4.49% |
$159K - $197K
|
68.1K
$4.16M
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.75K+ 8.37% |
$149K - $185K
|
35.6K
$2.17M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.72K+ 0.91% |
$148K - $183K
|
303K
$18.5M
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.71K+ 6.17% |
$147K - $183K
|
46.7K
$2.85M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.62K+ 29.6% |
$142K - $177K
|
11.5K
$701K
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.49K+ 5.69% |
$135K - $168K
|
46.3K
$2.83M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.45KNew |
$133K - $165K
|
2.45K
$150K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.36K+ 45.67% |
$128K - $159K
|
7.54K
$461K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.32K+ 6.6% |
$126K - $157K
|
37.5K
$2.29M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.28KNew |
$124K - $154K
|
2.28K
$139K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.16K+ 9.56% |
$117K - $145K
|
24.7K
$1.51M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.15K+ 28.65% |
$116K - $145K
|
9.63K
$588K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.11K+ 16.7% |
$114K - $142K
|
14.7K
$900K
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
2.06K+ 18.34% |
$112K - $139K
|
13.3K
$812K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2.03KNew |
$110K - $137K
|
2.03K
$124K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.01K+ 49.12% |
$109K - $135K
|
6.09K
$372K
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2K+ 16.29% |
$109K - $135K
|
14.3K
$872K
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.99K+ 12.04% |
$108K - $134K
|
18.5K
$1.13M
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.97K+ 6.74% |
$107K - $133K
|
31.2K
$1.91M
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
1.89K+ 1.92% |
$103K - $127K
|
101K
$6.14M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.85K+ 58.31% |
$100K - $124K
|
5.01K
$306K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1.83K+ 0.93% |
$99.5K - $124K
|
200K
$12.2M
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
1.78K+ 0.68% |
$96.4K - $120K
|
264K
$16.1M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.7K+ 49.35% |
$92.5K - $115K
|
5.15K
$315K
|
|
Aug 05, 2022
Q2 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.66K+ 5.99% |
$90.1K - $112K
|
29.4K
$1.79M
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.63K+ 6.17% |
$88.6K - $110K
|
28.1K
$1.72M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.58K+ 3.48% |
$86K - $107K
|
47.1K
$2.88M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.57K+ 2.69% |
$85K - $106K
|
59.8K
$3.65M
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 2.03% |
$82.5K - $102K
|
76.3K
$4.66M
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.45K+ 15.25% |
$78.5K - $97.4K
|
10.9K
$668K
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.43K+ 2.42% |
$77.6K - $96.3K
|
60.4K
$3.69M
|
|
Jul 26, 2022
Q2 2022
|
Palladiem, LLC
|
BUY
|
- |
1.41K+ 1.51% |
$76.6K - $95.1K
|
94.7K
$5.78M
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
1.36K+ 2.28% |
$74.1K - $91.9K
|
61.1K
$3.73M
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 17.38% |
$72.4K - $89.8K
|
9K
$550K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.29K+ 22.49% |
$70.2K - $87.1K
|
7.04K
$430K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.28K+ 0.71% |
$69.3K - $86K
|
181K
$11.1M
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.21K+ 21.65% |
$65.9K - $81.7K
|
6.82K
$416K
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 35.26% |
$65.7K - $81.5K
|
4.64K
$284K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
1.2KNew |
$65.1K - $80.9K
|
1.2K
$73.3K
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 3.45% |
$63.1K - $78.4K
|
34.9K
$2.13M
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
BUY
|
- |
1.12K+ 2.16% |
$60.8K - $75.4K
|
52.9K
$3.23M
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.07K+ 4.13% |
$58.3K - $72.3K
|
27.1K
$1.65M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06KNew |
$57.5K - $71.4K
|
1.06K
$64.7K
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.02K+ 2.02% |
$55.6K - $69K
|
51.8K
$3.16M
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
952+ 8.33% |
$51.7K - $64.1K
|
12.4K
$757K
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
943+ 4.74% |
$51.2K - $63.5K
|
20.9K
$1.27M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
910+ 5.42% |
$49.4K - $61.3K
|
17.7K
$1.08M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
909New |
$49.3K - $61.2K
|
909
$55.5K
|