Purchases and Sales Made in Q4 2022 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 2022. 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 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.79K- 1.79% |
$85.8K - $103K
|
98.1K
$5.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.83K- 1.7% |
$88.1K - $106K
|
106K
$6.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.85K- 1.51% |
$88.8K - $107K
|
120K
$7.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.87K- 16.95% |
$89.9K - $108K
|
9.17K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.89K- 11.87% |
$90.5K - $109K
|
14K
$842K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.9K- 66.6% |
$91.2K - $110K
|
952
$57.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.95K- 10.48% |
$93.4K - $112K
|
16.6K
$999K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.95K- 3.47% |
$93.6K - $113K
|
54.3K
$3.26M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.95K- 3.47% |
$93.6K - $113K
|
54.3K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.13K- 0.42% |
$102K - $123K
|
501K
$30.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.17K- 77.11% |
$104K - $126K
|
645
$38.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.19K- 1.76% |
$105K - $127K
|
122K
$7.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.24K- 3.92% |
$108K - $129K
|
54.9K
$3.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.29K- 5.46% |
$110K - $132K
|
39.7K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-2.42K- 14.97% |
$116K - $140K
|
13.8K
$827K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 2.61% |
$117K - $141K
|
91K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.56K- 17.01% |
$123K - $148K
|
12.5K
$752K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-2.64K- 3.4% |
$127K - $152K
|
75K
$4.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.67K- 8.63% |
$128K - $154K
|
28.2K
$1.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.74K- 31.56% |
$131K - $158K
|
5.93K
$357K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.74K- 1.98% |
$131K - $158K
|
135K
$8.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.8K- 9.56% |
$135K - $162K
|
26.5K
$1.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-2.91K- 3.08% |
$140K - $168K
|
91.6K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.96K- 0.13% |
$142K - $171K
|
2.25M
$135M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.98K- 17.73% |
$143K - $172K
|
13.8K
$832K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.99K- 8.3% |
$143K - $173K
|
33K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-3K- 3.24% |
$144K - $173K
|
89.3K
$5.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-3.02K- 86.52% |
$145K - $174K
|
470
$28.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-3.1K- 2.85% |
$149K - $179K
|
106K
$6.35M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.36K- 21.19% |
$161K - $194K
|
12.5K
$750K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.43K- 23.44% |
$165K - $198K
|
11.2K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.47K- 8.95% |
$167K - $201K
|
35.3K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.48K- 4.8% |
$167K - $201K
|
69.1K
$4.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.5K- 99.46% |
$168K - $202K
|
19
$1.14K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3.6K- 3.97% |
$173K - $208K
|
86.9K
$5.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 29.77% |
$173K - $208K
|
8.49K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.66K- 4.33% |
$176K - $211K
|
80.9K
$4.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-3.78K- 5.45% |
$181K - $218K
|
65.5K
$3.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.87K- 12.1% |
$186K - $223K
|
28.1K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-3.89K- 10.67% |
$187K - $225K
|
32.6K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.92K- 20.26% |
$188K - $226K
|
15.4K
$928K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.93K- 11.31% |
$189K - $227K
|
30.8K
$1.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.03K- 3.2% |
$194K - $233K
|
122K
$7.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.07K- 8.34% |
$195K - $235K
|
44.7K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-4.15K- 10.38% |
$199K - $240K
|
35.9K
$2.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.47K- 6.44% |
$215K - $258K
|
64.9K
$3.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.54K- 6.17% |
$218K - $262K
|
69.1K
$4.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.58K- 13.54% |
$220K - $264K
|
29.2K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.64K- 15.69% |
$223K - $268K
|
24.9K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.69K- 17.29% |
$225K - $271K
|
22.4K
$1.35M
|