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 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
8+ 0.13% |
$484 - $518
|
6.12K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.57% |
$363 - $389
|
387
$23.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5New |
$302 - $324
|
5
$301
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.12% |
$302 - $324
|
4.12K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.91% |
$302 - $324
|
552
$33.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.16% |
$302 - $324
|
3.18K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.35% |
$242 - $259
|
300
$18K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$181 - $194
|
13.9K
$838K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$181 - $194
|
20.7K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 1.49% |
$181 - $194
|
205
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$121 - $130
|
256K
$15.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2+ 0.02% |
$121 - $130
|
9.4K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.04% |
$121 - $130
|
5.07K
$305K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.52% |
$121 - $130
|
134
$8.06K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$60.5 - $64.8
|
1
$60.1
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.25% |
$60.5 - $64.8
|
81
$4.87K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$60.5 - $64.8
|
18.5K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$60.5 - $64.8
|
1.43K
$85.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$60.5 - $64.8
|
22.7K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.03% |
$181 - $194
|
8.85K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4- 0.03% |
$242 - $259
|
13.9K
$834K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$302 - $324
|
9.35K
$562K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-8- 0.7% |
$484 - $518
|
1.13K
$68.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 0.09% |
$544 - $583
|
9.67K
$582K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 0.84% |
$907 - $972
|
1.76K
$106K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-23- 0.43% |
$1.39K - $1.49K
|
5.32K
$320K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-27- 23.08% |
$1.63K - $1.75K
|
90
$5.41K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-27- 0.68% |
$1.63K - $1.75K
|
3.93K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-32- 0.75% |
$1.93K - $2.07K
|
4.25K
$255K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 5.31% |
$2.12K - $2.27K
|
624
$37.5K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-35- 0.35% |
$2.12K - $2.27K
|
9.98K
$600K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-39- 1.46% |
$2.36K - $2.53K
|
2.63K
$158K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-39- 1.11% |
$2.36K - $2.53K
|
3.48K
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 2.88% |
$2.42K - $2.59K
|
1.35K
$81.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-43Closed |
$2.6K - $2.79K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-45- 5.87% |
$2.72K - $2.92K
|
721
$43.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-49- 0.38% |
$2.96K - $3.18K
|
12.7K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-50- 0.89% |
$3.02K - $3.24K
|
5.57K
$335K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-60- 55.56% |
$3.63K - $3.89K
|
48
$2.89K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61- 5.07% |
$3.69K - $3.95K
|
1.14K
$68.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-66- 10.68% |
$3.99K - $4.28K
|
552
$33.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-70- 0.75% |
$4.23K - $4.54K
|
9.27K
$558K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-78- 0.17% |
$4.72K - $5.06K
|
46.1K
$2.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-89- 7.77% |
$5.38K - $5.77K
|
1.06K
$63.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-89- 2.21% |
$5.38K - $5.77K
|
3.94K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-92- 1.43% |
$5.56K - $5.96K
|
6.34K
$381K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-94- 76.42% |
$5.68K - $6.09K
|
29
$1.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-96- 0.24% |
$5.8K - $6.22K
|
40.3K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-106- 0.32% |
$6.41K - $6.87K
|
33.4K
$2.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-107- 2.39% |
$6.47K - $6.93K
|
4.37K
$263K
|