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 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-592- 3.52% |
$35.8K - $38.4K
|
16.2K
$976K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-599- 90.9% |
$36.2K - $38.8K
|
60
$3.61K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-617- 2.29% |
$37.3K - $40K
|
26.3K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-619- 4.32% |
$37.4K - $40.1K
|
13.7K
$824K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-646- 10.67% |
$39.1K - $41.9K
|
5.41K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-653- 11.82% |
$39.5K - $42.3K
|
4.87K
$293K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-659- 9.32% |
$39.8K - $42.7K
|
6.41K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-747- 2.9% |
$45.2K - $48.4K
|
25K
$1.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-762- 6.65% |
$46.1K - $49.4K
|
10.7K
$643K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-775- 1.48% |
$46.9K - $50.2K
|
51.4K
$3.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-790- 1.99% |
$47.8K - $51.2K
|
38.9K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-791- 0.19% |
$47.8K - $51.3K
|
422K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-808- 0.36% |
$48.9K - $52.4K
|
227K
$13.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-810- 9.51% |
$49K - $52.5K
|
7.71K
$463K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-820- 4.96% |
$49.6K - $53.1K
|
15.7K
$946K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-842- 0.44% |
$50.9K - $54.6K
|
193K
$11.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-874- 2.01% |
$52.8K - $56.6K
|
42.6K
$2.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-909- 5.47% |
$55K - $58.9K
|
15.7K
$944K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-917- 7.73% |
$55.4K - $59.4K
|
10.9K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-926- 17.41% |
$56K - $60K
|
4.39K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-942- 9.97% |
$57K - $61.1K
|
8.5K
$511K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-943- 93.92% |
$57K - $61.1K
|
61
$3.67K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-957- 2.2% |
$57.9K - $62K
|
42.6K
$2.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-986- 0.89% |
$59.6K - $63.9K
|
110K
$6.63M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.01K- 1.16% |
$60.8K - $65.1K
|
85.7K
$5.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.02K- 1.21% |
$61.8K - $66.2K
|
83.6K
$5.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.05K- 0.51% |
$63.6K - $68.2K
|
207K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 6.13% |
$64.6K - $69.3K
|
16.4K
$985K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 10.74% |
$65.3K - $70K
|
8.98K
$540K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.14K- 0.97% |
$68.9K - $73.9K
|
116K
$6.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 3.7% |
$70.3K - $75.4K
|
30.2K
$1.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.2K- 12.88% |
$72.4K - $77.6K
|
8.09K
$487K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.22K- 4.02% |
$73.6K - $78.9K
|
29K
$1.75M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.27K- 71.82% |
$77K - $82.6K
|
500
$30.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.31K- 8.99% |
$79.3K - $85K
|
13.3K
$798K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35K- 13.46% |
$81.5K - $87.4K
|
8.67K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.39K- 0.28% |
$83.9K - $90K
|
488K
$29.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.4K- 7.99% |
$84.6K - $90.7K
|
16.1K
$970K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.44K- 4.13% |
$86.9K - $93.2K
|
33.4K
$2.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.44K- 6.16% |
$87.1K - $93.3K
|
21.9K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.46K- 57.62% |
$88.3K - $94.6K
|
1.07K
$64.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.5K- 5.12% |
$90.9K - $97.5K
|
27.9K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.57K- 14.86% |
$94.9K - $102K
|
9K
$541K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.64K- 13.04% |
$99.2K - $106K
|
10.9K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.64K- 3.4% |
$99.4K - $107K
|
46.7K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.69K- 29.27% |
$102K - $109K
|
4.08K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.74K- 4.46% |
$105K - $113K
|
37.2K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 16.17% |
$107K - $114K
|
9.16K
$551K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.79K- 5.87% |
$108K - $116K
|
28.7K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.82K- 3.16% |
$110K - $118K
|
55.9K
$3.36M
|