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 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.71K+ 38.18% |
$164K - $175K
|
9.8K
$589K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.65K+ 6.66% |
$160K - $171K
|
42.3K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.53KNew |
$153K - $164K
|
2.53K
$152K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2.39K+ 1.1% |
$144K - $155K
|
221K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.23K+ 46.13% |
$135K - $145K
|
7.07K
$425K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.19K+ 12.47% |
$132K - $142K
|
19.7K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.16K+ 3.37% |
$130K - $140K
|
66K
$3.97M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1K+ 7.04% |
$127K - $136K
|
31.9K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.06K+ 6.38% |
$124K - $133K
|
34.4K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.99K+ 2.81% |
$120K - $129K
|
72.8K
$4.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.87K+ 7.56% |
$113K - $121K
|
26.6K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.78K+ 5.49% |
$108K - $115K
|
34.2K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 1.12% |
$103K - $111K
|
155K
$9.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.7K+ 23.8% |
$103K - $110K
|
8.84K
$531K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 1.44% |
$103K - $110K
|
119K
$7.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.69KNew |
$102K - $110K
|
1.69K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.65K+ 7.6% |
$99.8K - $107K
|
23.4K
$1.41M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 2.03% |
$99.4K - $107K
|
82.6K
$4.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.63K+ 1.88% |
$98.7K - $106K
|
88.7K
$5.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.57K+ 4.95% |
$95K - $102K
|
33.3K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.54KNew |
$93.1K - $99.8K
|
1.54K
$92.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.52K+ 15.76% |
$92.1K - $98.8K
|
11.2K
$673K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.5K+ 0.76% |
$90.7K - $97.2K
|
198K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.49K+ 10.31% |
$90.1K - $96.6K
|
16K
$960K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.2K+ 0.41% |
$72.2K - $77.4K
|
292K
$17.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.19K+ 32.25% |
$71.8K - $77K
|
4.87K
$293K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 1.8% |
$71.2K - $76.3K
|
66.6K
$4M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$71.2K - $76.3K
|
1.18K
$70.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.18K+ 2.47% |
$71.1K - $76.2K
|
48.9K
$2.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.15K+ 5.05% |
$69.3K - $74.3K
|
23.8K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 92.24% |
$67.5K - $72.4K
|
2.33K
$140K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.11K+ 29.45% |
$67.2K - $72K
|
4.88K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.11K+ 3.13% |
$66.8K - $71.6K
|
36.4K
$2.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
1.07K+ 1.12% |
$64.5K - $69.1K
|
96.5K
$5.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.06K+ 4.58% |
$63.8K - $68.4K
|
24.1K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.02K+ 7.08% |
$61.9K - $66.3K
|
15.5K
$930K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
930New |
$56.2K - $60.3K
|
930
$55.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
914+ 0.8% |
$55.3K - $59.2K
|
115K
$6.9M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
906+ 0.96% |
$54.8K - $58.7K
|
94.9K
$5.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
879New |
$53.1K - $57K
|
879
$52.9K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
861New |
$52.1K - $55.8K
|
861
$51.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
803New |
$48.5K - $52K
|
803
$48.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
789+ 2.92% |
$47.7K - $51.1K
|
27.9K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
779+ 7.2% |
$47.1K - $50.5K
|
11.6K
$697K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
732New |
$44.3K - $47.4K
|
732
$44K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
690+ 1.6% |
$41.7K - $44.7K
|
43.7K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
688New |
$41.6K - $44.6K
|
688
$41.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
666New |
$40.3K - $43.2K
|
666
$40K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
664+ 14.92% |
$40.1K - $43K
|
5.11K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
644+ 18.79% |
$38.9K - $41.7K
|
4.07K
$245K
|