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 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.82K- 1.47% |
$110K - $118K
|
122K
$7.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.85K- 5.62% |
$112K - $120K
|
31.1K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.93K- 30.57% |
$116K - $125K
|
4.38K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.93K- 2.23% |
$117K - $125K
|
84.8K
$5.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.94K- 6.55% |
$117K - $126K
|
27.6K
$1.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.1K- 19.06% |
$127K - $136K
|
8.92K
$536K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.13K- 18.31% |
$129K - $138K
|
9.52K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.22K- 3.14% |
$134K - $144K
|
68.4K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.28K- 2.84% |
$138K - $148K
|
78K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.33K- 14.16% |
$141K - $151K
|
14.1K
$848K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.61K- 10.94% |
$158K - $169K
|
21.3K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.65K- 18.33% |
$160K - $172K
|
11.8K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.83K- 34.1% |
$171K - $183K
|
5.47K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3K- 8.14% |
$182K - $195K
|
33.9K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.06K- 0.46% |
$185K - $198K
|
658K
$39.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.08K- 2.78% |
$186K - $200K
|
108K
$6.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.2K- 7.3% |
$194K - $208K
|
40.7K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.24K- 4.66% |
$196K - $210K
|
66.2K
$3.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.25K- 23.86% |
$196K - $211K
|
10.4K
$624K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.28K- 6.35% |
$198K - $212K
|
48.3K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.33K- 4.1% |
$202K - $216K
|
77.9K
$4.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.41K- 2.06% |
$206K - $221K
|
162K
$9.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.44K- 17.28% |
$208K - $223K
|
16.4K
$989K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.66K- 6.24% |
$221K - $237K
|
55K
$3.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.67K- 5.51% |
$222K - $238K
|
62.9K
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.7K- 2.08% |
$224K - $240K
|
174K
$10.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.7K- 4.97% |
$224K - $240K
|
70.8K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.75K- 1.56% |
$227K - $243K
|
237K
$14.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.91K- 22.45% |
$236K - $253K
|
13.5K
$812K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-3.91K- 48.25% |
$237K - $254K
|
4.2K
$252K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.96K- 5.88% |
$239K - $256K
|
63.4K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.03K- 6.75% |
$244K - $261K
|
55.6K
$3.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.04K- 2.18% |
$244K - $262K
|
181K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.07K- 11.37% |
$246K - $264K
|
31.7K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.08K- 2.07% |
$247K - $265K
|
194K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.23K- 8.78% |
$256K - $274K
|
43.9K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.25K- 4.63% |
$257K - $275K
|
87.5K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.32K- 5.28% |
$261K - $280K
|
77.4K
$4.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-4.35K- 24.2% |
$263K - $282K
|
13.6K
$818K
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.36K- 4.33% |
$264K - $283K
|
96.3K
$5.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-4.37K- 24.42% |
$264K - $283K
|
13.5K
$813K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.41K- 41.44% |
$267K - $286K
|
6.23K
$374K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.42K- 40.39% |
$267K - $286K
|
6.52K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.44K- 15.55% |
$268K - $288K
|
24.1K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.73K- 2.65% |
$286K - $307K
|
174K
$10.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.79K- 35.65% |
$290K - $311K
|
8.65K
$520K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.99K- 36.59% |
$302K - $323K
|
8.64K
$520K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.13K- 35.92% |
$310K - $332K
|
9.15K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.18K- 1.15% |
$313K - $336K
|
443K
$26.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5.38K- 42.28% |
$325K - $349K
|
7.35K
$442K
|