Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.3M+ 146.98% |
$1.46B - $1.6B
|
34M
$2.05B
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.27MNew |
$380M - $416M
|
5.27M
$317M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.74MNew |
$198M - $217M
|
2.74M
$165M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.83MNew |
$132M - $145M
|
1.83M
$110M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.64M+ 14.84% |
$119M - $130M
|
12.7M
$764M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.29MNew |
$93.4M - $102M
|
1.29M
$77.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1MNew |
$72.3M - $79.1M
|
1M
$60.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
791KNew |
$57.1M - $62.6M
|
791K
$47.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
188K+ 6.17% |
$13.6M - $14.9M
|
3.24M
$195M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
155KNew |
$11.2M - $12.3M
|
155K
$9.32M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
121KNew |
$8.75M - $9.58M
|
121K
$7.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
114K+ 5.44% |
$8.25M - $9.03M
|
2.22M
$133M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
114KNew |
$8.25M - $9.03M
|
114K
$6.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
113K+ 6.85% |
$8.17M - $8.95M
|
1.77M
$106M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
99.6K+ 1051.97% |
$7.19M - $7.88M
|
109K
$6.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
92.4K+ 56.06% |
$6.67M - $7.3M
|
257K
$15.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
73.7KNew |
$5.33M - $5.83M
|
73.7K
$4.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.2K+ 73.16% |
$5.21M - $5.71M
|
171K
$10.3M
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
68.6KNew |
$4.95M - $5.42M
|
68.6K
$4.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.3K+ 4.3% |
$4.71M - $5.16M
|
1.58M
$95.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.7K+ 13.98% |
$4.6M - $5.04M
|
519K
$31.2M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
59.7K+ 14.49% |
$4.31M - $4.72M
|
472K
$28.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
54.7K+ 517.87% |
$3.95M - $4.33M
|
65.3K
$3.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.5K+ 1.23% |
$3.94M - $4.31M
|
4.49M
$270M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
49K+ 456.6% |
$3.54M - $3.87M
|
59.7K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
47.6K+ 222.05% |
$3.44M - $3.76M
|
69K
$4.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
47.1K+ 6.68% |
$3.4M - $3.73M
|
753K
$45.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
46.3K+ 38.74% |
$3.34M - $3.66M
|
166K
$9.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
45.9K+ 91.58% |
$3.32M - $3.63M
|
96.1K
$5.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.7K+ 45.09% |
$3.3M - $3.62M
|
147K
$8.85M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
45K+ 0.38% |
$3.25M - $3.56M
|
11.8M
$707M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
44.3K+ 3.42% |
$3.2M - $3.5M
|
1.34M
$80.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
43.3K+ 3.0% |
$3.13M - $3.43M
|
1.49M
$89.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
BUY
|
- |
43K+ 90.39% |
$3.1M - $3.4M
|
90.5K
$5.44M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
41.6K+ 1148.14% |
$3.01M - $3.29M
|
45.2K
$2.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.9K+ 10.72% |
$2.88M - $3.16M
|
412K
$24.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39.9K+ 384.29% |
$2.88M - $3.15M
|
50.3K
$3.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39.3K+ 4.13% |
$2.84M - $3.11M
|
991K
$59.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39K+ 12.57% |
$2.81M - $3.08M
|
349K
$21M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
38.5K+ 47.66% |
$2.78M - $3.05M
|
119K
$7.18M
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
31.3KNew |
$2.26M - $2.48M
|
31.3K
$1.88M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
30.8K+ 141.26% |
$2.22M - $2.43M
|
52.5K
$3.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.5K+ 12.15% |
$1.92M - $2.1M
|
245K
$14.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 4.87% |
$1.9M - $2.08M
|
565K
$34M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
26.1K+ 1244.12% |
$1.89M - $2.07M
|
28.2K
$1.7M
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
26.1KNew |
$1.89M - $2.07M
|
26.1K
$1.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
25.5KNew |
$1.84M - $2.02M
|
25.5K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
24.6K+ 15.03% |
$1.78M - $1.95M
|
188K
$11.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.75M - $1.91M
|
24.2K
$1.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
23.9K+ 30.59% |
$1.73M - $1.89M
|
102K
$6.13M
|