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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.72K+ 2.97% |
$120K - $133K
|
59.5K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.71K+ 21.69% |
$120K - $132K
|
9.6K
$577K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.65K+ 1.19% |
$116K - $128K
|
140K
$8.43M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.62K+ 105.8% |
$114K - $126K
|
3.16K
$190K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.61K+ 6.15% |
$113K - $125K
|
27.8K
$1.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.6K+ 4.3% |
$112K - $124K
|
38.8K
$2.34M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.59K+ 4.25% |
$112K - $123K
|
39K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.55K+ 4.02% |
$109K - $120K
|
40.1K
$2.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.52KNew |
$106K - $117K
|
1.52K
$91.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.51K+ 7.69% |
$106K - $117K
|
21.1K
$1.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.49K+ 7.23% |
$105K - $116K
|
22.2K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.46K+ 39.29% |
$102K - $113K
|
5.17K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 3.82% |
$102K - $112K
|
39.4K
$2.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.43K+ 25.65% |
$100K - $111K
|
7.01K
$422K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.38K+ 9.05% |
$97.2K - $107K
|
16.7K
$1M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.36K+ 4.49% |
$95.5K - $105K
|
31.7K
$1.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.35KNew |
$94.8K - $104K
|
1.35K
$81.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 17.72% |
$94.3K - $104K
|
8.92K
$537K
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.34KNew |
$93.9K - $104K
|
1.34K
$80.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.32K+ 59.76% |
$92.4K - $102K
|
3.52K
$212K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.3K+ 1.49% |
$90.9K - $100K
|
88K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.29K+ 1.49% |
$90.9K - $100K
|
88K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.28K+ 0.86% |
$90.1K - $99.3K
|
150K
$9M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.27K+ 47.1% |
$89.1K - $98.2K
|
3.96K
$238K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.26KNew |
$88.2K - $97.2K
|
1.26K
$75.5K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
1.25K+ 19.24% |
$87.9K - $96.9K
|
7.76K
$467K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
1.24K+ 13.36% |
$86.8K - $95.7K
|
10.5K
$631K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.19K+ 3.24% |
$83.2K - $91.7K
|
37.7K
$2.27M
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.18K+ 23.09% |
$82.6K - $91K
|
6.27K
$377K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.17K+ 1.82% |
$82.1K - $90.5K
|
65.3K
$3.92M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.16K+ 39.79% |
$81.7K - $90K
|
4.09K
$246K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
1.15K+ 1.71% |
$81K - $89.2K
|
68.7K
$4.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.14K+ 1.84% |
$80.2K - $88.4K
|
63.3K
$3.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
1.1K+ 15.32% |
$77.2K - $85.1K
|
8.28K
$498K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 2.21% |
$75K - $82.7K
|
49.4K
$2.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.05K+ 30.04% |
$73.9K - $81.4K
|
4.55K
$274K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.05K+ 16.42% |
$73.8K - $81.3K
|
7.45K
$448K
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
1.05K+ 0.81% |
$73.4K - $80.9K
|
129K
$7.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.04K+ 17.07% |
$72.9K - $80.3K
|
7.12K
$428K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.04KNew |
$72.7K - $80.2K
|
1.04K
$62.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
993+ 20.98% |
$69.7K - $76.9K
|
5.73K
$344K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
972+ 1.01% |
$68.2K - $75.2K
|
97.6K
$5.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
969+ 107.07% |
$68K - $75K
|
1.87K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
924+ 0.85% |
$64.9K - $71.5K
|
110K
$6.61M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
920New |
$64.6K - $71.2K
|
920
$55.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
901+ 80.02% |
$63.3K - $69.7K
|
2.03K
$122K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
881+ 2.76% |
$61.9K - $68.2K
|
32.8K
$1.97M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
867+ 11.37% |
$60.9K - $67.1K
|
8.49K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
852+ 53.72% |
$59.8K - $65.9K
|
2.44K
$147K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
838+ 4.01% |
$58.8K - $64.9K
|
21.8K
$1.31M
|