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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-461- 81.45% |
$25K - $31.1K
|
105
$6.31K
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-465- 9.68% |
$25.2K - $31.3K
|
4.34K
$261K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-483- 1.29% |
$26.2K - $32.5K
|
36.9K
$2.22M
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-491- 8.46% |
$26.7K - $33.1K
|
5.32K
$320K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-524- 1.95% |
$28.4K - $35.3K
|
26.4K
$1.59M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-530Closed |
$28.8K - $35.7K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-545- 20.64% |
$29.6K - $36.7K
|
2.1K
$126K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-556- 1.71% |
$30.2K - $37.5K
|
32K
$1.92M
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-560- 3.35% |
$30.4K - $37.7K
|
16.2K
$973K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-567- 42.57% |
$30.8K - $38.2K
|
765
$46K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-578- 9.49% |
$31.4K - $38.9K
|
5.51K
$331K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-608- 48.14% |
$33K - $41K
|
655
$39.4K
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-614- 12.44% |
$33.3K - $41.4K
|
4.32K
$260K
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-620- 6.9% |
$33.7K - $41.8K
|
8.36K
$503K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-628- 2.27% |
$34.1K - $42.3K
|
27K
$1.62M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-630- 11.31% |
$34.2K - $42.4K
|
4.94K
$297K
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-646- 4.26% |
$35.1K - $43.5K
|
14.5K
$874K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-650- 3.02% |
$35.3K - $43.8K
|
20.9K
$1.26M
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-656- 52.86% |
$35.6K - $44.2K
|
585
$35.2K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-679- 9.14% |
$36.9K - $45.8K
|
6.75K
$406K
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-682- 61.44% |
$37K - $46K
|
428
$25.7K
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-723- 6.71% |
$39.3K - $48.7K
|
10.1K
$604K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-753- 5.01% |
$40.9K - $50.7K
|
14.3K
$858K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-756Closed |
$41K - $50.9K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-800- 6.57% |
$43.4K - $53.9K
|
11.4K
$684K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-808- 12.81% |
$43.9K - $54.4K
|
5.5K
$331K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-812- 97.6% |
$44.1K - $54.7K
|
20
$1.2K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-825- 0.64% |
$44.8K - $55.6K
|
128K
$7.69M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-830- 88.02% |
$45.1K - $55.9K
|
113
$6.79K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-842- 26.08% |
$45.7K - $56.7K
|
2.39K
$144K
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-844- 1.69% |
$45.8K - $56.9K
|
49.1K
$2.95M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-849- 12.53% |
$46.1K - $57.2K
|
5.93K
$356K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-869- 11.0% |
$47.2K - $58.6K
|
7.03K
$423K
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-870- 4.71% |
$47.2K - $58.6K
|
17.6K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-870- 4.7% |
$47.2K - $58.6K
|
17.6K
$1.06M
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-939- 0.4% |
$51K - $63.3K
|
233K
$14M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-945- 5.39% |
$51.3K - $63.7K
|
16.6K
$997K
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-975- 18.48% |
$52.9K - $65.7K
|
4.3K
$259K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1K- 1.26% |
$54.3K - $67.4K
|
78.1K
$4.69M
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.01K- 5.73% |
$54.7K - $67.9K
|
16.6K
$995K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.02K- 10.64% |
$55.3K - $68.6K
|
8.55K
$514K
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.03K- 11.52% |
$55.7K - $69.1K
|
7.88K
$474K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 5.84% |
$57.2K - $71K
|
17K
$1.02M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 0.25% |
$57.7K - $71.6K
|
432K
$26M
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.07K- 5.56% |
$57.9K - $71.8K
|
18.1K
$1.09M
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 2.81% |
$59.1K - $73.3K
|
37.7K
$2.27M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 3.96% |
$62.3K - $77.3K
|
27.8K
$1.67M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.15K- 5.53% |
$62.7K - $77.8K
|
19.7K
$1.19M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.16K- 16.18% |
$62.8K - $78K
|
5.99K
$360K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.16K- 5.82% |
$63.1K - $78.3K
|
18.8K
$1.13M
|