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 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-107- 0.45% |
$6.47K - $6.93K
|
23.8K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-122- 2.94% |
$7.38K - $7.91K
|
4.03K
$243K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-129- 24.25% |
$7.8K - $8.36K
|
403
$24.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-142- 0.03% |
$8.59K - $9.2K
|
479K
$28.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-145- 3.58% |
$8.77K - $9.4K
|
3.9K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-151- 1.05% |
$9.13K - $9.79K
|
14.3K
$857K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-160- 23.02% |
$9.67K - $10.4K
|
535
$32.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-167- 0.28% |
$10.1K - $10.8K
|
58.9K
$3.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-175- 96.69% |
$10.6K - $11.3K
|
6
$361
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-175- 1.78% |
$10.6K - $11.3K
|
9.66K
$581K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-176- 0.54% |
$10.6K - $11.4K
|
32.2K
$1.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-178- 7.62% |
$10.8K - $11.5K
|
2.16K
$130K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-182- 5.27% |
$11K - $11.8K
|
3.27K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-188- 0.97% |
$11.4K - $12.2K
|
19.2K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-200- 2.42% |
$12.1K - $13K
|
8.05K
$484K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-207- 1.66% |
$12.5K - $13.4K
|
12.3K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-211- 0.92% |
$12.8K - $13.7K
|
22.8K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-215- 2.85% |
$13K - $13.9K
|
7.33K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-265- 2.48% |
$16K - $17.2K
|
10.4K
$628K
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-270- 7.22% |
$16.3K - $17.5K
|
3.47K
$209K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-271- 2.56% |
$16.4K - $17.6K
|
10.3K
$621K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-294- 1.17% |
$17.8K - $19.1K
|
24.7K
$1.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-304- 0.62% |
$18.4K - $19.7K
|
48.4K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-305- 14.57% |
$18.4K - $19.8K
|
1.79K
$108K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-309- 24.66% |
$18.7K - $20K
|
944
$56.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-320- 4.59% |
$19.3K - $20.7K
|
6.65K
$400K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-345- 20.54% |
$20.9K - $22.4K
|
1.34K
$80.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 4.79% |
$21.3K - $22.9K
|
7.02K
$422K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 7.16% |
$21.4K - $22.9K
|
4.59K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-365- 3.51% |
$22.1K - $23.7K
|
10K
$603K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-370- 2.02% |
$22.4K - $24K
|
18K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-386- 5.5% |
$23.3K - $25K
|
6.63K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-390- 9.09% |
$23.6K - $25.3K
|
3.9K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-399- 0.65% |
$24.1K - $25.9K
|
60.9K
$3.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-414- 0.88% |
$25K - $26.8K
|
46.8K
$2.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-421- 0.43% |
$25.5K - $27.3K
|
97.5K
$5.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-425- 1.28% |
$25.7K - $27.5K
|
32.9K
$1.98M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-428- 8.12% |
$25.9K - $27.7K
|
4.84K
$291K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-429- 1.62% |
$25.9K - $27.8K
|
26.1K
$1.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-450- 6.13% |
$27.2K - $29.2K
|
6.89K
$414K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-456- 1.9% |
$27.6K - $29.6K
|
23.6K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-500- 0.27% |
$30.2K - $32.4K
|
186K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-513- 4.0% |
$31K - $33.2K
|
12.3K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-522- 2.66% |
$31.6K - $33.8K
|
19.1K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-553- 2.24% |
$33.4K - $35.8K
|
24.1K
$1.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-558- 1.4% |
$33.7K - $36.2K
|
39.3K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-568- 11.35% |
$34.3K - $36.8K
|
4.44K
$267K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-569- 6.58% |
$34.4K - $36.9K
|
8.08K
$486K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-570- 2.35% |
$34.5K - $36.9K
|
23.7K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-575- 14.95% |
$34.8K - $37.3K
|
3.27K
$197K
|