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 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.09% |
$481 - $545
|
8.85K
$577K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-8- 0.03% |
$481 - $545
|
30.8K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-9- 0.57% |
$541 - $614
|
1.56K
$102K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.09% |
$541 - $614
|
10.4K
$676K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 18.42% |
$842 - $954
|
62
$4.04K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-16- 28.57% |
$962 - $1.09K
|
40
$2.61K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 1.28% |
$1.02K - $1.16K
|
1.31K
$85.4K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-20- 0.04% |
$1.2K - $1.36K
|
47.5K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-22- 0.27% |
$1.32K - $1.5K
|
8.03K
$524K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-23- 0.54% |
$1.38K - $1.57K
|
4.22K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-27- 0.03% |
$1.62K - $1.84K
|
101K
$6.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 1.53% |
$1.62K - $1.84K
|
1.74K
$113K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-28- 14.0% |
$1.68K - $1.91K
|
172
$11.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-29- 2.56% |
$1.74K - $1.98K
|
1.11K
$72.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-32- 0.59% |
$1.92K - $2.18K
|
5.37K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-33- 0.07% |
$1.98K - $2.25K
|
46.7K
$3.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-37- 1.07% |
$2.22K - $2.52K
|
3.41K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-38- 0.31% |
$2.28K - $2.59K
|
12.3K
$800K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-41- 0.56% |
$2.47K - $2.79K
|
7.22K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-44- 4.66% |
$2.65K - $3K
|
900
$58.7K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-45- 1.05% |
$2.71K - $3.07K
|
4.24K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-45- 1.15% |
$2.71K - $3.07K
|
3.86K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-54- 0.58% |
$3.25K - $3.68K
|
9.22K
$601K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-62- 1.47% |
$3.73K - $4.23K
|
4.16K
$271K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-63- 16.28% |
$3.79K - $4.29K
|
324
$21.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-65- 0.87% |
$3.91K - $4.43K
|
7.41K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-71- 0.71% |
$4.27K - $4.84K
|
9.96K
$649K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-72- 0.46% |
$4.33K - $4.91K
|
15.7K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-73- 0.46% |
$4.39K - $4.98K
|
15.6K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-75- 1.79% |
$4.51K - $5.11K
|
4.12K
$269K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-78- 0.4% |
$4.69K - $5.32K
|
19.4K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-80- 0.18% |
$4.81K - $5.45K
|
43.6K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-82- 0.81% |
$4.93K - $5.59K
|
9.98K
$651K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-90- 0.27% |
$5.41K - $6.14K
|
32.7K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-90- 0.4% |
$5.41K - $6.14K
|
22.7K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-95- 3.23% |
$5.71K - $6.48K
|
2.85K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-95- 2.36% |
$5.71K - $6.48K
|
3.94K
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-100- 1.51% |
$6.01K - $6.82K
|
6.53K
$426K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-104- 31.61% |
$6.25K - $7.09K
|
225
$14.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-106- 1.31% |
$6.37K - $7.23K
|
7.99K
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-114- 0.26% |
$6.85K - $7.77K
|
43.8K
$2.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-120- 1.34% |
$7.22K - $8.18K
|
8.86K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-126- 1.45% |
$7.58K - $8.59K
|
8.58K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-132- 3.38% |
$7.94K - $9K
|
3.77K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-136- 11.91% |
$8.18K - $9.27K
|
1.01K
$65.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 1.34% |
$8.3K - $9.41K
|
10.2K
$665K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-140- 22.62% |
$8.42K - $9.54K
|
479
$31.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-146- 1.05% |
$8.78K - $9.95K
|
13.7K
$895K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-147- 1.2% |
$8.84K - $10K
|
12.2K
$793K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-148- 0.96% |
$8.9K - $10.1K
|
15.3K
$999K
|