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 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-154- 2.96% |
$11.1K - $12.2K
|
5.05K
$313K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-166- 1.95% |
$12K - $13.1K
|
8.34K
$518K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-180- 0.25% |
$13K - $14.2K
|
71.9K
$4.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-182- 27.41% |
$13.1K - $14.4K
|
482
$29.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-183- 4.4% |
$13.2K - $14.5K
|
3.98K
$247K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-187- 0.42% |
$13.5K - $14.8K
|
44.4K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-187- 2.33% |
$13.5K - $14.8K
|
7.86K
$488K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-193- 0.68% |
$13.9K - $15.3K
|
28.3K
$1.76M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 1.6% |
$14.4K - $15.8K
|
12.3K
$765K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-202- 22.88% |
$14.6K - $16K
|
681
$42.3K
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-204- 2.68% |
$14.7K - $16.1K
|
7.41K
$460K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-207- 2.2% |
$14.9K - $16.4K
|
9.2K
$571K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-215- 3.25% |
$15.5K - $17K
|
6.4K
$397K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-221- 2.82% |
$16K - $17.5K
|
7.62K
$473K
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-238- 0.23% |
$17.2K - $18.8K
|
102K
$6.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-251- 66.23% |
$18.1K - $19.8K
|
128
$7.94K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-265- 0.82% |
$19.1K - $21K
|
32.2K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-265- 67.95% |
$19.1K - $21K
|
125
$7.76K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-271- 0.91% |
$19.6K - $21.4K
|
29.5K
$1.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-282- 0.39% |
$20.4K - $22.3K
|
72.3K
$4.49M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-283- 64.76% |
$20.4K - $22.4K
|
154
$9.56K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-290- 44.07% |
$20.9K - $22.9K
|
368
$22.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-300- 5.02% |
$21.7K - $23.7K
|
5.68K
$353K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-301- 59.49% |
$21.7K - $23.8K
|
205
$12.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-307- 9.99% |
$22.2K - $24.3K
|
2.77K
$172K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-319- 65.64% |
$23K - $25.2K
|
167
$10.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-350- 2.03% |
$25.3K - $27.7K
|
16.9K
$1.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-355- 8.67% |
$25.6K - $28.1K
|
3.74K
$232K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-358- 4.54% |
$25.9K - $28.3K
|
7.52K
$467K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-360- 8.36% |
$26K - $28.5K
|
3.95K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-370- 0.92% |
$26.7K - $29.3K
|
39.9K
$2.48M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-371- 11.26% |
$26.8K - $29.3K
|
2.92K
$181K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-374- 7.37% |
$27K - $29.6K
|
4.7K
$292K
|
|
|
Oct 29, 2021
Q3 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-404- 1.39% |
$29.2K - $31.9K
|
28.6K
$1.77M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-414- 0.32% |
$29.9K - $32.7K
|
129K
$8.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-416- 9.32% |
$30K - $32.9K
|
4.05K
$251K
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-499- 2.53% |
$36K - $39.5K
|
19.2K
$1.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-500Closed |
$36.1K - $39.5K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-539- 5.79% |
$38.9K - $42.6K
|
8.78K
$545K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-542- 14.89% |
$39.1K - $42.9K
|
3.1K
$192K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-560- 0.87% |
$40.4K - $44.3K
|
64.1K
$3.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-599- 0.21% |
$43.3K - $47.4K
|
278K
$17.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-633- 11.1% |
$45.7K - $50.1K
|
5.07K
$315K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-665- 3.59% |
$48K - $52.6K
|
17.8K
$1.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-669- 0.38% |
$48.3K - $52.9K
|
174K
$10.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-689- 1.85% |
$49.8K - $54.5K
|
36.5K
$2.27M
|
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-724- 1.03% |
$52.3K - $57.3K
|
69.6K
$4.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-724- 1.37% |
$52.3K - $57.3K
|
52.3K
$3.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-728- 19.15% |
$52.6K - $57.6K
|
3.07K
$191K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-742- 8.39% |
$53.6K - $58.7K
|
8.1K
$503K
|