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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
162+ 0.5% |
$9.79K - $10.5K
|
32.8K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
154+ 4.15% |
$9.31K - $9.98K
|
3.87K
$233K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
152+ 2.03% |
$9.19K - $9.85K
|
7.64K
$459K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
151+ 5.46% |
$9.13K - $9.79K
|
2.92K
$175K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
140+ 1.46% |
$8.46K - $9.07K
|
9.72K
$585K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
138+ 2.41% |
$8.34K - $8.94K
|
5.86K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
133New |
$8.04K - $8.62K
|
133
$8K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
126+ 1.47% |
$7.62K - $8.17K
|
8.71K
$524K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
114+ 0.16% |
$6.89K - $7.39K
|
71K
$4.27M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
111New |
$6.71K - $7.19K
|
111
$6.67K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
108+ 27.0% |
$6.53K - $7K
|
508
$30.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
98+ 7.97% |
$5.93K - $6.35K
|
1.33K
$79.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
95+ 3.33% |
$5.74K - $6.16K
|
2.95K
$177K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
82+ 1.36% |
$4.96K - $5.31K
|
6.09K
$366K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
82+ 0.47% |
$4.96K - $5.31K
|
17.5K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
81+ 4.56% |
$4.9K - $5.25K
|
1.86K
$112K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
81+ 1.88% |
$4.9K - $5.25K
|
4.38K
$264K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
80+ 0.94% |
$4.84K - $5.18K
|
8.57K
$515K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
79+ 2.18% |
$4.78K - $5.12K
|
3.7K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
67+ 1.05% |
$4.05K - $4.34K
|
6.44K
$387K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
63+ 19.44% |
$3.81K - $4.08K
|
387
$23.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
62+ 1.47% |
$3.75K - $4.02K
|
4.27K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
58New |
$3.51K - $3.76K
|
58
$3.49K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
54New |
$3.26K - $3.5K
|
54
$3.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
51+ 0.66% |
$3.08K - $3.31K
|
7.81K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
49+ 0.22% |
$2.96K - $3.18K
|
22.7K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 37.69% |
$2.96K - $3.18K
|
179
$10.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 0.11% |
$2.9K - $3.11K
|
43.5K
$2.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
47+ 1.38% |
$2.84K - $3.05K
|
3.45K
$207K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
41+ 0.78% |
$2.48K - $2.66K
|
5.31K
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40+ 1.39% |
$2.42K - $2.59K
|
2.93K
$176K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 0.29% |
$2.36K - $2.53K
|
13.4K
$805K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.05% |
$2.24K - $2.4K
|
3.56K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.09% |
$1.81K - $1.94K
|
33.9K
$2.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
29+ 0.89% |
$1.75K - $1.88K
|
3.28K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29New |
$1.75K - $1.88K
|
29
$1.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27+ 0.84% |
$1.63K - $1.75K
|
3.25K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
26+ 0.38% |
$1.57K - $1.69K
|
6.88K
$414K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24+ 0.71% |
$1.45K - $1.56K
|
3.42K
$206K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
18New |
$1.09K - $1.17K
|
18
$1.08K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
15+ 1.45% |
$907 - $972
|
1.05K
$63.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.06% |
$846 - $907
|
22.2K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
14+ 0.27% |
$846 - $907
|
5.27K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13+ 0.32% |
$786 - $843
|
4.12K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.18% |
$786 - $843
|
7.13K
$429K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13+ 1.45% |
$786 - $843
|
912
$54.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 6.71% |
$605 - $648
|
159
$9.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 0.14% |
$605 - $648
|
7.26K
$437K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9+ 0.08% |
$544 - $583
|
10.7K
$642K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.12% |
$544 - $583
|
7.41K
$445K
|