Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
813+ 162.6% |
$48.9K - $55.4K
|
1.31K
$79K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
806+ 15.41% |
$48.5K - $54.9K
|
6.04K
$363K
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
766+ 2.24% |
$46.1K - $52.2K
|
35K
$2.1M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
750New |
$45.1K - $51.1K
|
750
$45.1K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
750+ 93.4% |
$45.1K - $51.1K
|
1.55K
$93.4K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
744+ 15.3% |
$44.7K - $50.7K
|
5.61K
$337K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
735+ 6.22% |
$44.2K - $50.1K
|
12.5K
$754K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
720New |
$43.3K - $49.1K
|
720
$43.3K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
716+ 4.1% |
$43.1K - $48.8K
|
18.2K
$1.09M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
714+ 2.56% |
$42.9K - $48.7K
|
28.6K
$1.72M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
713+ 5.67% |
$42.9K - $48.6K
|
13.3K
$799K
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
697New |
$41.9K - $47.5K
|
697
$41.9K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
687+ 4.93% |
$41.3K - $46.8K
|
14.6K
$879K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
613New |
$36.9K - $41.8K
|
613
$36.9K
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
612+ 2.94% |
$36.8K - $41.7K
|
21.4K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
606+ 2.66% |
$36.4K - $41.3K
|
23.4K
$1.4M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
597New |
$35.9K - $40.7K
|
597
$35.9K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
595+ 25.56% |
$35.8K - $40.6K
|
2.92K
$176K
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
568New |
$34.2K - $38.7K
|
568
$34.2K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
564+ 15.27% |
$33.9K - $38.4K
|
4.26K
$256K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
518New |
$31.1K - $35.3K
|
518
$31.1K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
509+ 0.72% |
$30.6K - $34.7K
|
71.5K
$4.3M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
503+ 1.19% |
$30.2K - $34.3K
|
42.8K
$2.58M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
488+ 5.63% |
$29.3K - $33.3K
|
9.16K
$551K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
453+ 0.37% |
$27.2K - $30.9K
|
123K
$7.37M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
439+ 11.86% |
$26.4K - $29.9K
|
4.14K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
418New |
$25.1K - $28.5K
|
418
$25.1K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
417+ 7.05% |
$25.1K - $28.4K
|
6.33K
$381K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
410New |
$24.7K - $27.9K
|
410
$24.7K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
401+ 0.98% |
$24.1K - $27.3K
|
41.4K
$2.49M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
359+ 0.77% |
$21.6K - $24.5K
|
47.2K
$2.84M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
348+ 1.05% |
$20.9K - $23.7K
|
33.6K
$2.02M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
346New |
$20.8K - $23.6K
|
346
$20.8K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
336+ 2.43% |
$20.2K - $22.9K
|
14.2K
$853K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
331New |
$19.9K - $22.6K
|
331
$19.9K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
331New |
$19.9K - $22.6K
|
331
$19.9K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
327+ 3.85% |
$19.7K - $22.3K
|
8.83K
$531K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
326New |
$19.6K - $22.2K
|
326
$19.6K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
325+ 2.9% |
$19.5K - $22.2K
|
11.5K
$693K
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
314+ 2.21% |
$18.9K - $21.4K
|
14.5K
$872K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
296+ 1.35% |
$17.8K - $20.2K
|
22.2K
$1.34M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
294New |
$17.7K - $20K
|
294
$17.7K
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
290+ 8.14% |
$17.4K - $19.8K
|
3.85K
$232K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
278New |
$16.7K - $19K
|
278
$16.7K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
230+ 34.53% |
$13.8K - $15.7K
|
896
$53.9K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
229+ 0.24% |
$13.8K - $15.6K
|
95.1K
$5.72M
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
215+ 0.51% |
$12.9K - $14.7K
|
42.3K
$2.54M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
202+ 0.19% |
$12.1K - $13.8K
|
108K
$6.51M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
188+ 0.38% |
$11.3K - $12.8K
|
49.8K
$3M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
182+ 0.21% |
$10.9K - $12.4K
|
87.7K
$5.27M
|