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 |
---|---|---|---|---|---|---|---|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.9K+ 19.77% |
$978K - $1.08M
|
84.4K
$5.08M
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
13.9K+ 39.21% |
$974K - $1.07M
|
49.3K
$2.96M
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.8K+ 9.97% |
$966K - $1.07M
|
152K
$9.13M
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 8.61% |
$962K - $1.06M
|
173K
$10.4M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
13.6K+ 12.46% |
$954K - $1.05M
|
123K
$7.38M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13K+ 3.79% |
$915K - $1.01M
|
357K
$21.5M
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13KNew |
$913K - $1.01M
|
13K
$782K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$860K - $948K
|
12.3K
$737K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.1KNew |
$847K - $934K
|
12.1K
$725K
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
11.9K+ 9.91% |
$837K - $922K
|
132K
$7.95M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 3.79% |
$832K - $917K
|
324K
$19.5M
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
11.7K+ 76.54% |
$820K - $904K
|
26.9K
$1.62M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$811K - $894K
|
11.6K
$695K
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
11.4KNew |
$802K - $884K
|
11.4K
$687K
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.4KNew |
$800K - $882K
|
11.4K
$685K
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.3K+ 24.89% |
$791K - $872K
|
56.5K
$3.4M
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$789K - $870K
|
11.2K
$676K
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.2K+ 52.29% |
$786K - $867K
|
32.6K
$1.96M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.2KNew |
$784K - $864K
|
11.2K
$672K
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
11.1KNew |
$783K - $863K
|
11.1K
$670K
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
11K+ 32.58% |
$773K - $852K
|
44.8K
$2.7M
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$765K - $843K
|
10.9K
$655K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.8K+ 19.83% |
$760K - $838K
|
65.4K
$3.93M
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
10.8KNew |
$760K - $837K
|
10.8K
$651K
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$749K - $825K
|
10.7K
$641K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
10.5K+ 4.48% |
$736K - $811K
|
245K
$14.7M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 26.11% |
$736K - $811K
|
50.6K
$3.04M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.5KNew |
$734K - $809K
|
10.5K
$629K
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.2K+ 24.07% |
$716K - $789K
|
52.5K
$3.16M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.2KNew |
$716K - $789K
|
10.2K
$613K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
9.1K+ 13.19% |
$639K - $704K
|
78.1K
$4.7M
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.05K+ 1.58% |
$635K - $700K
|
581K
$35M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.02K+ 132.24% |
$634K - $698K
|
15.8K
$953K
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.82K+ 16.77% |
$619K - $683K
|
61.4K
$3.69M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.78K+ 25.86% |
$616K - $679K
|
42.7K
$2.57M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
8.72KNew |
$612K - $675K
|
8.72K
$524K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.66K+ 1.35% |
$608K - $670K
|
649K
$39M
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
8.56K+ 7.29% |
$601K - $663K
|
126K
$7.57M
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
8.55KNew |
$601K - $662K
|
8.55K
$514K
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
8.46K+ 13.77% |
$594K - $655K
|
69.9K
$4.2M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.45K+ 6.37% |
$594K - $654K
|
141K
$8.49M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8.36KNew |
$587K - $647K
|
8.36K
$503K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.32K+ 4.03% |
$584K - $644K
|
215K
$12.9M
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
7.86KNew |
$552K - $608K
|
7.86K
$473K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.84K+ 2.82% |
$550K - $607K
|
286K
$17.2M
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7.78K+ 12.93% |
$546K - $602K
|
67.9K
$4.09M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.66KNew |
$537K - $592K
|
7.66K
$460K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.63K+ 12.78% |
$536K - $591K
|
67.3K
$4.05M
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.21K+ 34.37% |
$506K - $558K
|
28.2K
$1.69M
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
7.16KNew |
$503K - $554K
|
7.16K
$431K
|