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 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
831+ 791.43% |
$58.3K - $64.3K
|
936
$56.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
830+ 734.51% |
$58.3K - $64.2K
|
943
$56.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
800+ 0.69% |
$56.2K - $61.9K
|
117K
$7.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
793+ 17.1% |
$55.7K - $61.4K
|
5.43K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
790+ 12.4% |
$55.5K - $61.1K
|
7.16K
$431K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
787+ 10.35% |
$55.3K - $60.9K
|
8.39K
$504K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
785+ 8.49% |
$55.1K - $60.8K
|
10K
$603K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
783New |
$55K - $60.6K
|
783
$47.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
770+ 52.03% |
$54.1K - $59.6K
|
2.25K
$135K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
766+ 1.87% |
$53.8K - $59.3K
|
41.8K
$2.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
750New |
$52.7K - $58.1K
|
750
$45.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
737+ 14.09% |
$51.7K - $57K
|
5.97K
$359K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
732+ 2.41% |
$51.4K - $56.7K
|
31.1K
$1.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
725+ 3.3% |
$50.9K - $56.1K
|
22.7K
$1.37M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
723+ 7.75% |
$50.8K - $56K
|
10.1K
$604K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
717+ 8.84% |
$50.3K - $55.5K
|
8.83K
$531K
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
700+ 0.61% |
$49.1K - $54.2K
|
116K
$6.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
678+ 4.28% |
$47.6K - $52.5K
|
16.5K
$994K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
665+ 3.2% |
$46.7K - $51.5K
|
21.5K
$1.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
625+ 5.18% |
$43.9K - $48.4K
|
12.7K
$763K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
622+ 0.69% |
$43.7K - $48.1K
|
90.8K
$5.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
614+ 97.93% |
$43.1K - $47.5K
|
1.24K
$74.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
BUY
|
- |
586+ 0.64% |
$41.1K - $45.4K
|
91.8K
$5.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
583+ 6.9% |
$40.9K - $45.1K
|
9.03K
$543K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
577+ 2.56% |
$40.5K - $44.7K
|
23.1K
$1.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
562+ 21.9% |
$39.5K - $43.5K
|
3.13K
$188K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
550New |
$38.6K - $42.6K
|
550
$33.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
542+ 10.04% |
$38.1K - $42K
|
5.94K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
534+ 1.89% |
$37.5K - $41.3K
|
28.9K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
510+ 4.61% |
$35.8K - $39.5K
|
11.6K
$695K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
503New |
$35.3K - $38.9K
|
503
$30.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
480+ 3.68% |
$33.7K - $37.2K
|
13.5K
$813K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
460+ 12.57% |
$32.3K - $35.6K
|
4.12K
$248K
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
427+ 1.57% |
$30K - $33K
|
27.7K
$1.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
425+ 3.59% |
$29.8K - $32.9K
|
12.3K
$738K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
416+ 2.73% |
$29.2K - $32.2K
|
15.7K
$942K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
414+ 1.54% |
$29.1K - $32K
|
27.2K
$1.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.32% |
$28.9K - $31.8K
|
31.5K
$1.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
394+ 7.48% |
$27.7K - $30.5K
|
5.66K
$340K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
393+ 82.05% |
$27.6K - $30.4K
|
872
$52.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
380+ 4.85% |
$26.7K - $29.4K
|
8.21K
$494K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
367New |
$25.8K - $28.4K
|
367
$22.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
358+ 34.13% |
$25.1K - $27.7K
|
1.41K
$84.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
350+ 8.87% |
$24.6K - $27.1K
|
4.3K
$258K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
349+ 35.83% |
$24.5K - $27K
|
1.32K
$79.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
331New |
$23.2K - $25.6K
|
331
$19.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
321+ 10.24% |
$22.5K - $24.8K
|
3.46K
$208K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
312+ 33.73% |
$21.9K - $24.1K
|
1.24K
$74.4K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
301+ 33.15% |
$21.1K - $23.3K
|
1.21K
$72.7K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
293+ 0.72% |
$20.6K - $22.7K
|
41K
$2.47M
|