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 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-614- 22.41% |
$36.9K - $41.9K
|
2.13K
$128K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-629- 5.75% |
$37.8K - $42.9K
|
10.3K
$620K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-641- 0.55% |
$38.5K - $43.7K
|
115K
$6.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-647- 4.28% |
$38.9K - $44.1K
|
14.5K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-654- 3.15% |
$39.3K - $44.6K
|
20.1K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-710- 7.56% |
$42.7K - $48.4K
|
8.69K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-720- 7.86% |
$43.3K - $49.1K
|
8.44K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-722- 14.82% |
$43.4K - $49.2K
|
4.15K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-723- 3.26% |
$43.5K - $49.3K
|
21.5K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-761- 2.92% |
$45.8K - $51.9K
|
25.3K
$1.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-795- 2.47% |
$47.8K - $54.2K
|
31.4K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-809- 8.64% |
$48.6K - $55.1K
|
8.56K
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-852- 16.18% |
$51.2K - $58.1K
|
4.41K
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-855- 2.01% |
$51.4K - $58.3K
|
41.7K
$2.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-861- 48.13% |
$51.8K - $58.7K
|
928
$55.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-869- 11.73% |
$52.3K - $59.2K
|
6.54K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-869- 13.5% |
$52.3K - $59.2K
|
5.57K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-877- 98.32% |
$52.7K - $59.8K
|
15
$902
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-898- 3.72% |
$54K - $61.2K
|
23.2K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-953- 7.0% |
$57.3K - $65K
|
12.7K
$761K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-957- 4.06% |
$57.5K - $65.2K
|
22.6K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-957- 24.09% |
$57.5K - $65.2K
|
3.02K
$181K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.05K- 37.15% |
$63.4K - $71.9K
|
1.78K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.07K- 17.24% |
$64.6K - $73.2K
|
5.15K
$310K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.08K- 12.81% |
$64.6K - $73.3K
|
7.32K
$440K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.08K- 16.51% |
$64.8K - $73.4K
|
5.45K
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.08K- 5.62% |
$64.9K - $73.6K
|
18.1K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.1K- 6.89% |
$66.1K - $75K
|
14.9K
$893K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.11K- 12.97% |
$67K - $75.9K
|
7.47K
$449K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.17K- 26.65% |
$70.1K - $79.5K
|
3.21K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.18K- 2.41% |
$70.8K - $80.2K
|
47.7K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.18K- 37.08% |
$70.8K - $80.3K
|
2K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 6.28% |
$72.2K - $81.9K
|
17.9K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.21K- 27.5% |
$72.6K - $82.3K
|
3.18K
$191K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.23K- 3.09% |
$73.9K - $83.8K
|
38.5K
$2.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 2.53% |
$78.2K - $88.6K
|
50.1K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.36K- 2.16% |
$81.6K - $92.5K
|
61.6K
$3.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.37K- 4.37% |
$82.4K - $93.4K
|
29.9K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.4K- 15.26% |
$83.9K - $95.2K
|
7.75K
$466K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.4K- 2.51% |
$84.2K - $95.4K
|
54.5K
$3.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.42K- 0.78% |
$85.3K - $96.7K
|
179K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.43K- 10.0% |
$85.7K - $97.1K
|
12.8K
$771K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.43K- 14.78% |
$85.8K - $97.3K
|
8.23K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.6K- 9.92% |
$96.2K - $109K
|
14.5K
$874K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.62K- 4.42% |
$97.4K - $110K
|
35K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.64K- 2.44% |
$98.5K - $112K
|
65.4K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.65K- 22.06% |
$99K - $112K
|
5.82K
$350K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.67K- 31.37% |
$100K - $114K
|
3.65K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.68K- 1.89% |
$101K - $114K
|
87K
$5.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.72K- 4.36% |
$103K - $117K
|
37.7K
$2.26M
|