Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.1KClosed |
$569K - $627K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.35K- 20.92% |
$586K - $646K
|
31.6K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.5KClosed |
$597K - $658K
|
0
$0
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-9.64K- 10.25% |
$676K - $746K
|
84.3K
$5.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-9.7KClosed |
$681K - $751K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10.3K- 50.9% |
$720K - $794K
|
9.9K
$605K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-11.1KClosed |
$776K - $856K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11.2K- 41.32% |
$789K - $870K
|
16K
$975K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.4K- 52.23% |
$798K - $879K
|
10.4K
$635K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.2K- 23.2% |
$854K - $941K
|
40.2K
$2.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 52.21% |
$902K - $994K
|
11.8K
$718K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-13.2K- 4.86% |
$929K - $1.02M
|
259K
$15.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.4K- 6.6% |
$942K - $1.04M
|
190K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-13.5K- 75.52% |
$946K - $1.04M
|
4.37K
$267K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-13.6K- 10.6% |
$957K - $1.06M
|
115K
$7.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 49.07% |
$974K - $1.07M
|
14.4K
$879K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.4K- 25.65% |
$1.01M - $1.11M
|
41.6K
$2.54M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-17K- 11.81% |
$1.19M - $1.31M
|
127K
$7.74M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-17.3K- 8.75% |
$1.22M - $1.34M
|
181K
$11M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-18.6K- 3.96% |
$1.31M - $1.44M
|
451K
$27.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-19.2KClosed |
$1.35M - $1.49M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-19.5K- 11.2% |
$1.37M - $1.51M
|
155K
$9.45M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-19.7K- 4.18% |
$1.39M - $1.53M
|
452K
$27.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-22.1K- 12.21% |
$1.56M - $1.71M
|
159K
$9.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.8K- 19.39% |
$1.6M - $1.76M
|
94.6K
$5.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23K- 16.56% |
$1.62M - $1.78M
|
116K
$7.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.2KClosed |
$1.7M - $1.87M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.6K- 14.42% |
$1.73M - $1.91M
|
146K
$8.93M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-25.2K- 50.23% |
$1.77M - $1.95M
|
25K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-25.9K- 51.57% |
$1.82M - $2.01M
|
24.3K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.8K- 3.96% |
$1.88M - $2.07M
|
649K
$39.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29KClosed |
$2.04M - $2.24M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-29.7K- 72.19% |
$2.09M - $2.3M
|
11.5K
$700K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-31.3KClosed |
$2.2M - $2.43M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-31.5KClosed |
$2.21M - $2.44M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-32.8KClosed |
$2.3M - $2.54M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-35.9K- 20.47% |
$2.52M - $2.78M
|
140K
$8.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-36.1K- 48.89% |
$2.53M - $2.79M
|
37.7K
$2.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.6K- 33.16% |
$2.78M - $3.06M
|
79.8K
$4.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-43.2K- 35.67% |
$3.03M - $3.34M
|
77.9K
$4.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-46.8K- 6.21% |
$3.28M - $3.62M
|
706K
$43.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-47K- 28.35% |
$3.3M - $3.64M
|
119K
$7.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-51.8KClosed |
$3.64M - $4.01M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-59.8K- 3.27% |
$4.2M - $4.63M
|
1.77M
$108M
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-68.6KClosed |
$4.81M - $5.31M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-77.5K- 30.16% |
$5.44M - $6M
|
180K
$11M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-88.1K- 48.78% |
$6.19M - $6.82M
|
92.5K
$5.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-95.6KClosed |
$6.71M - $7.4M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-97K- 63.71% |
$6.81M - $7.51M
|
55.3K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-116K- 7.63% |
$8.15M - $8.99M
|
1.41M
$85.9M
|