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 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
602+ 0.44% |
$36.4K - $39K
|
136K
$8.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
575+ 2.17% |
$34.8K - $37.3K
|
27.1K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
563+ 13.73% |
$34K - $36.5K
|
4.66K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
561New |
$33.9K - $36.4K
|
561
$33.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
534+ 16.85% |
$32.3K - $34.6K
|
3.7K
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
528+ 5.98% |
$31.9K - $34.2K
|
9.36K
$563K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
520New |
$31.4K - $33.7K
|
520
$31.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
510+ 3.35% |
$30.8K - $33.1K
|
15.8K
$947K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
501+ 39.67% |
$30.3K - $32.5K
|
1.76K
$106K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
481+ 3.86% |
$29.1K - $31.2K
|
12.9K
$777K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
470New |
$28.4K - $30.5K
|
470
$28.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
453+ 11.4% |
$27.4K - $29.4K
|
4.43K
$266K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
452+ 9.13% |
$27.3K - $29.3K
|
5.4K
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
451New |
$27.3K - $29.2K
|
451
$27.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
450+ 9.23% |
$27.2K - $29.2K
|
5.32K
$320K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
443+ 10.16% |
$26.8K - $28.7K
|
4.8K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
440+ 0.88% |
$26.6K - $28.5K
|
50.4K
$3.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
438+ 1.25% |
$26.5K - $28.4K
|
35.3K
$2.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
428+ 8.17% |
$25.9K - $27.7K
|
5.67K
$341K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
412New |
$24.9K - $26.7K
|
412
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
407+ 5.33% |
$24.6K - $26.4K
|
8.04K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
406+ 5.44% |
$24.5K - $26.3K
|
7.88K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
401+ 0.6% |
$24.2K - $26K
|
66.8K
$4.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
394+ 2.86% |
$23.8K - $25.5K
|
14.2K
$853K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
377+ 2.01% |
$22.8K - $24.4K
|
19.1K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
353New |
$21.3K - $22.9K
|
353
$21.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
351+ 1.47% |
$21.2K - $22.7K
|
24.3K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
323+ 5.96% |
$19.5K - $20.9K
|
5.75K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
305+ 6.19% |
$18.4K - $19.8K
|
5.23K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
297+ 1.55% |
$18K - $19.2K
|
19.5K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
295+ 0.38% |
$17.8K - $19.1K
|
77.5K
$4.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
286+ 2.11% |
$17.3K - $18.5K
|
13.8K
$833K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
285+ 0.88% |
$17.2K - $18.5K
|
32.7K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
275+ 43.65% |
$16.6K - $17.8K
|
905
$54.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
273+ 3033.33% |
$16.5K - $17.7K
|
282
$17K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
272+ 11.02% |
$16.4K - $17.6K
|
2.74K
$165K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
270+ 145.95% |
$16.3K - $17.5K
|
455
$27.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
258+ 0.22% |
$15.6K - $16.7K
|
117K
$7.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
255+ 35.56% |
$15.4K - $16.5K
|
972
$58.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
244+ 20.78% |
$14.8K - $15.8K
|
1.42K
$85.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
241+ 5.96% |
$14.6K - $15.6K
|
4.29K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
235+ 1.9% |
$14.2K - $15.2K
|
12.6K
$756K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
234+ 1.76% |
$14.1K - $15.2K
|
13.5K
$812K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
218New |
$13.2K - $14.1K
|
218
$13.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
207+ 1.39% |
$12.5K - $13.4K
|
15.1K
$910K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
203+ 6.36% |
$12.3K - $13.2K
|
3.39K
$204K
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
196+ 3.43% |
$11.9K - $12.7K
|
5.91K
$356K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
194+ 9.07% |
$11.7K - $12.6K
|
2.33K
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
168+ 1.46% |
$10.2K - $10.9K
|
11.7K
$704K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
166+ 1.27% |
$10K - $10.8K
|
13.2K
$795K
|