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 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
290New |
$20.4K - $22.4K
|
290
$17.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
277New |
$19.4K - $21.4K
|
277
$16.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
273+ 1.38% |
$19.2K - $21.1K
|
20.1K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
268+ 1.75% |
$18.8K - $20.7K
|
15.6K
$952K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
266+ 9.61% |
$18.7K - $20.6K
|
3.04K
$185K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
266+ 2.33% |
$18.7K - $20.6K
|
11.7K
$715K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
264+ 39.64% |
$18.5K - $20.4K
|
930
$56.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
254+ 0.89% |
$17.8K - $19.7K
|
28.8K
$1.76M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
248+ 1.93% |
$17.4K - $19.2K
|
13.1K
$801K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
248+ 1.93% |
$17.4K - $19.2K
|
13.1K
$801K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
230+ 2.93% |
$16.1K - $17.8K
|
8.08K
$494K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
228+ 5.73% |
$16K - $17.6K
|
4.2K
$257K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
224+ 0.53% |
$15.7K - $17.3K
|
42.5K
$2.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
215+ 1.39% |
$15.1K - $16.6K
|
15.6K
$955K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
215+ 3.52% |
$15.1K - $16.6K
|
6.32K
$386K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
212+ 3.21% |
$14.9K - $16.4K
|
6.82K
$417K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
208+ 1.06% |
$14.6K - $16.1K
|
19.9K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
207+ 217.89% |
$14.5K - $16K
|
302
$18.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
205New |
$14.4K - $15.9K
|
205
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
205+ 4.77% |
$14.4K - $15.9K
|
4.5K
$275K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
189+ 4.02% |
$13.3K - $14.6K
|
4.89K
$299K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
187New |
$13.1K - $14.5K
|
187
$11.4K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
187New |
$13.1K - $14.5K
|
187
$11.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
186+ 6.53% |
$13.1K - $14.4K
|
3.03K
$185K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
162+ 2.08% |
$11.4K - $12.5K
|
7.96K
$486K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
151New |
$10.6K - $11.7K
|
151
$9.22K
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
149+ 1.28% |
$10.5K - $11.5K
|
11.8K
$720K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
133+ 0.29% |
$9.34K - $10.3K
|
46.1K
$2.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
131+ 2.9% |
$9.2K - $10.1K
|
4.65K
$284K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
127+ 1.96% |
$8.92K - $9.83K
|
6.61K
$404K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
125+ 4.61% |
$8.78K - $9.68K
|
2.84K
$173K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
123+ 1.28% |
$8.64K - $9.52K
|
9.73K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
119New |
$8.35K - $9.21K
|
119
$7.27K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
113New |
$7.93K - $8.75K
|
113
$6.9K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
106+ 3.15% |
$7.44K - $8.2K
|
3.47K
$212K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
106+ 3.15% |
$7.44K - $8.2K
|
3.47K
$212K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
101+ 206.12% |
$7.09K - $7.82K
|
150
$9.16K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
98+ 1.69% |
$6.88K - $7.59K
|
5.89K
$360K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
98+ 0.94% |
$6.88K - $7.59K
|
10.6K
$645K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97+ 0.25% |
$6.81K - $7.51K
|
39K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97New |
$6.81K - $7.51K
|
97
$5.93K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
95+ 3.5% |
$6.67K - $7.35K
|
2.81K
$172K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
91+ 1.54% |
$6.39K - $7.04K
|
5.99K
$366K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
88+ 1.38% |
$6.18K - $6.81K
|
6.46K
$395K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
88+ 0.73% |
$6.18K - $6.81K
|
12.2K
$747K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
81+ 0.47% |
$5.69K - $6.27K
|
17.2K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
78+ 0.86% |
$5.48K - $6.04K
|
9.11K
$557K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
78New |
$5.48K - $6.04K
|
78
$4.77K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
78+ 3.79% |
$5.48K - $6.04K
|
2.14K
$130K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
75New |
$5.27K - $5.81K
|
75
$4.58K
|