Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-5.26K- 14.1% |
$254K - $313K
|
32K
$1.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.46K- 5.4% |
$264K - $325K
|
95.7K
$5.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.57K- 14.78% |
$269K - $332K
|
32.1K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.1K- 12.42% |
$294K - $363K
|
43K
$2.58M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-6.2K- 58.09% |
$300K - $369K
|
4.47K
$269K
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-6.37K- 95.12% |
$308K - $380K
|
327
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 24.92% |
$310K - $382K
|
19.3K
$1.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.49K- 7.43% |
$362K - $446K
|
93.4K
$5.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.54K- 20.82% |
$364K - $449K
|
28.7K
$1.72M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-7.96K- 63.81% |
$384K - $474K
|
4.51K
$271K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8.16K- 11.11% |
$394K - $486K
|
65.3K
$3.93M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.22K- 20.32% |
$397K - $489K
|
32.2K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-8.97K- 36.16% |
$433K - $534K
|
15.8K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9.66K- 12.35% |
$467K - $575K
|
68.5K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.67K- 51.38% |
$467K - $576K
|
9.15K
$550K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-10.1K- 31.66% |
$490K - $604K
|
21.9K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 5.31% |
$502K - $619K
|
185K
$11.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10.8K- 20.48% |
$523K - $645K
|
42K
$2.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-10.9K- 14.61% |
$528K - $651K
|
63.9K
$3.84M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-12.3K- 5.25% |
$594K - $733K
|
222K
$13.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.3K- 52.63% |
$595K - $734K
|
11.1K
$667K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.6K- 14.75% |
$607K - $748K
|
72.6K
$4.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.3K- 12.7% |
$644K - $794K
|
91.6K
$5.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.5K- 5.94% |
$651K - $803K
|
213K
$12.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-13.6K- 47.91% |
$659K - $813K
|
14.8K
$892K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.8K- 2.71% |
$667K - $822K
|
495K
$29.8M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.5K- 14.58% |
$701K - $864K
|
85K
$5.11M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15K- 14.48% |
$722K - $891K
|
88.3K
$5.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-15K- 20.07% |
$725K - $893K
|
59.8K
$3.59M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-16.6K- 19.82% |
$800K - $986K
|
67K
$4.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17.4K- 34.72% |
$842K - $1.04M
|
32.8K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-19.5K- 11.05% |
$942K - $1.16M
|
157K
$9.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20.1K- 5.63% |
$969K - $1.19M
|
336K
$20.2M
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-20.1K- 37.43% |
$972K - $1.2M
|
33.6K
$2.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-20.5K- 14.8% |
$992K - $1.22M
|
118K
$7.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-21.4K- 72.77% |
$1.03M - $1.27M
|
8K
$481K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-21.6K- 8.09% |
$1.04M - $1.29M
|
246K
$14.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-22.6K- 16.94% |
$1.09M - $1.34M
|
111K
$6.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-23.8K- 9.46% |
$1.15M - $1.41M
|
227K
$13.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-24K- 5.56% |
$1.16M - $1.43M
|
408K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-24.1K- 6.77% |
$1.16M - $1.44M
|
332K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24.4K- 29.28% |
$1.18M - $1.45M
|
59K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.5K- 4.45% |
$1.19M - $1.46M
|
527K
$31.7M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-24.9K- 29.78% |
$1.2M - $1.49M
|
58.8K
$3.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.2K- 18.46% |
$1.27M - $1.56M
|
116K
$6.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-29K- 40.87% |
$1.4M - $1.73M
|
42K
$2.53M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-30.4K- 32.98% |
$1.47M - $1.81M
|
61.7K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.4K- 16.5% |
$1.47M - $1.81M
|
154K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-34.3K- 61.02% |
$1.65M - $2.04M
|
21.9K
$1.32M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-34.5K- 38.03% |
$1.67M - $2.06M
|
56.2K
$3.38M
|