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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
177+ 2.53% |
$10.6K - $12.1K
|
7.17K
$431K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
168+ 2.38% |
$10.1K - $11.5K
|
7.24K
$435K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
166+ 2.52% |
$9.98K - $11.3K
|
6.74K
$405K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
139+ 2.27% |
$8.36K - $9.48K
|
6.25K
$376K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
131+ 0.37% |
$7.88K - $8.93K
|
35.6K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
131+ 1.26% |
$7.88K - $8.93K
|
10.6K
$635K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
122New |
$7.34K - $8.32K
|
122
$7.34K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
120+ 0.16% |
$7.22K - $8.18K
|
74.1K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
116+ 2.71% |
$6.98K - $7.91K
|
4.4K
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
106+ 37.59% |
$6.37K - $7.23K
|
388
$23.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
99+ 0.42% |
$5.95K - $6.75K
|
23.9K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
90+ 4.11% |
$5.41K - $6.14K
|
2.28K
$137K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
89New |
$5.35K - $6.07K
|
89
$5.35K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
83+ 1.36% |
$4.99K - $5.66K
|
6.17K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
83+ 4.47% |
$4.99K - $5.66K
|
1.94K
$117K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
71+ 1.21% |
$4.27K - $4.84K
|
5.93K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
61+ 1.65% |
$3.67K - $4.16K
|
3.77K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
57+ 0.84% |
$3.43K - $3.89K
|
6.83K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
48+ 1.08% |
$2.89K - $3.27K
|
4.47K
$269K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
43New |
$2.59K - $2.93K
|
43
$2.59K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.59K - $2.93K
|
43
$2.59K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
39+ 9.47% |
$2.35K - $2.66K
|
451
$27.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 1.1% |
$1.92K - $2.18K
|
2.95K
$177K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
29+ 0.25% |
$1.74K - $1.98K
|
11.7K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
29+ 0.21% |
$1.74K - $1.98K
|
14.1K
$850K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 0.34% |
$1.74K - $1.98K
|
8.5K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.09% |
$1.5K - $1.7K
|
28.8K
$1.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24+ 0.19% |
$1.44K - $1.64K
|
13K
$779K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
24+ 0.74% |
$1.44K - $1.64K
|
3.27K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 12.85% |
$1.38K - $1.57K
|
202
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19+ 0.49% |
$1.14K - $1.3K
|
3.92K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12New |
$722 - $818
|
12
$722
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
8+ 0.06% |
$481 - $545
|
13.5K
$812K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$421 - $477
|
10.6K
$640K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 9.84% |
$361 - $409
|
67
$4.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$301 - $341
|
5
$301
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.13% |
$180 - $205
|
2.34K
$141K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.01% |
$120 - $136
|
21.9K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.09% |
$60.1 - $68.2
|
1.07K
$64.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.02% |
$60.1 - $68.2
|
5.07K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.05% |
$120 - $136
|
3.94K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-4- 0.02% |
$241 - $273
|
24.3K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-7- 0.17% |
$421 - $477
|
4.11K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-7- 0.11% |
$421 - $477
|
6.58K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.09% |
$481 - $545
|
8.85K
$532K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-8- 0.03% |
$481 - $545
|
30.8K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.09% |
$541 - $614
|
10.4K
$623K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-9- 0.57% |
$541 - $614
|
1.56K
$93.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 18.42% |
$842 - $954
|
62
$3.73K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-16- 28.57% |
$962 - $1.09K
|
40
$2.41K
|