Purchases and Sales Made in Q2 2024 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 2024. 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 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.87M+ 57.54% |
$174M - $186M
|
7.86M
$473M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
907K+ 12.57% |
$54.8M - $58.8M
|
8.12M
$488M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
405K+ 13.27% |
$24.5M - $26.3M
|
3.46M
$208M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
335KNew |
$20.3M - $21.7M
|
335K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
321K+ 9.87% |
$19.4M - $20.8M
|
3.57M
$215M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
161K+ 1184.05% |
$9.73M - $10.4M
|
175K
$10.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
131K+ 2653.29% |
$7.92M - $8.49M
|
136K
$8.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
127K+ 3.08% |
$7.7M - $8.25M
|
4.27M
$257M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
112K+ 5.58% |
$6.8M - $7.29M
|
2.13M
$128M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
101KNew |
$6.1M - $6.54M
|
101K
$6.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92.3K+ 16.36% |
$5.58M - $5.98M
|
656K
$39.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
67KNew |
$4.05M - $4.34M
|
67K
$4.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
65K+ 93.53% |
$3.93M - $4.21M
|
135K
$8.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.5K+ 12.12% |
$3.84M - $4.11M
|
587K
$35.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
53K+ 228.86% |
$3.2M - $3.43M
|
76.1K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.3K+ 35.98% |
$2.92M - $3.13M
|
183K
$11M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
47.3K+ 312.38% |
$2.86M - $3.06M
|
62.4K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
47K+ 17.01% |
$2.84M - $3.05M
|
323K
$19.4M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
42.9K+ 6.54% |
$2.59M - $2.78M
|
698K
$42M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
42KNew |
$2.54M - $2.72M
|
42K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
41.4K+ 13.51% |
$2.5M - $2.68M
|
348K
$20.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
28.8K+ 850.66% |
$1.74M - $1.87M
|
32.2K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.5K+ 4.43% |
$1.54M - $1.65M
|
601K
$36.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
25.2K+ 11.34% |
$1.52M - $1.63M
|
247K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
22.8KNew |
$1.38M - $1.47M
|
22.8K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
22.2K+ 6.48% |
$1.34M - $1.44M
|
365K
$21.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22K+ 3.88% |
$1.33M - $1.43M
|
590K
$35.5M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
21.9KNew |
$1.33M - $1.42M
|
21.9K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
21.4K+ 28.4% |
$1.29M - $1.38M
|
96.6K
$5.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20.5K+ 7.34% |
$1.24M - $1.33M
|
300K
$18.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
17.6K+ 12.29% |
$1.07M - $1.14M
|
161K
$9.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
17.6K+ 2.82% |
$1.06M - $1.14M
|
641K
$38.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$995K - $1.07M
|
16.5K
$990K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16K+ 128.31% |
$967K - $1.04M
|
28.5K
$1.71M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 7.72% |
$915K - $981K
|
211K
$12.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.8KNew |
$832K - $891K
|
13.8K
$827K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.6K+ 4.92% |
$825K - $884K
|
291K
$17.5M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.9K+ 91.87% |
$780K - $836K
|
26.9K
$1.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 10.87% |
$733K - $785K
|
124K
$7.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.3K+ 2.75% |
$685K - $735K
|
424K
$25.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
11.3K+ 8.57% |
$684K - $733K
|
143K
$8.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.9KNew |
$659K - $707K
|
10.9K
$656K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.6KNew |
$643K - $689K
|
10.6K
$639K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.4K+ 2.65% |
$631K - $676K
|
404K
$24.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$626K - $671K
|
10.4K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 23.35% |
$624K - $668K
|
54.5K
$3.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
10.1KNew |
$609K - $652K
|
10.1K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.85K+ 89.97% |
$595K - $638K
|
20.8K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.59K+ 4.75% |
$580K - $621K
|
211K
$12.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.36K+ 0.34% |
$566K - $606K
|
2.77M
$167M
|