Purchases and Sales Made in Q4 2023 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 2023. 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 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.8K- 32.64% |
$94.3K - $112K
|
3.71K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.84K- 1.35% |
$96.4K - $114K
|
135K
$8.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.92K- 3.71% |
$100K - $119K
|
49.8K
$2.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.96K- 5.66% |
$103K - $121K
|
32.6K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 1.09% |
$103K - $122K
|
179K
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.03K- 6.78% |
$107K - $126K
|
28K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.09K- 1.27% |
$109K - $130K
|
163K
$9.79M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.15K- 8.98% |
$113K - $133K
|
21.8K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.18K- 2.34% |
$114K - $135K
|
90.7K
$5.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.22K- 11.31% |
$116K - $138K
|
17.4K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.27K- 7.88% |
$119K - $141K
|
26.6K
$1.6M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.27K- 8.91% |
$119K - $141K
|
23.2K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.31K- 4.35% |
$121K - $143K
|
50.8K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.31K- 0.06% |
$121K - $143K
|
3.89M
$234M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.48K- 9.87% |
$130K - $154K
|
22.7K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.48K- 13.58% |
$130K - $154K
|
15.8K
$950K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 8.28% |
$134K - $159K
|
28.4K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.6K- 5.27% |
$136K - $161K
|
46.8K
$2.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.69K- 10.13% |
$141K - $167K
|
23.8K
$1.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.78K- 6.51% |
$146K - $172K
|
39.9K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-2.86K- 2.85% |
$150K - $177K
|
97.2K
$5.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.91K- 4.61% |
$152K - $180K
|
60.1K
$3.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.07K- 14.07% |
$161K - $190K
|
18.7K
$1.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.08K- 1.94% |
$161K - $191K
|
156K
$9.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.2K- 10.48% |
$168K - $199K
|
27.4K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.28K- 11.29% |
$172K - $203K
|
25.8K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.3K- 13.22% |
$173K - $204K
|
21.6K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.48K- 46.24% |
$182K - $216K
|
4.04K
$243K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.53K- 39.33% |
$185K - $219K
|
5.44K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.62K- 46.72% |
$189K - $224K
|
4.12K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-3.67K- 13.84% |
$192K - $227K
|
22.8K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.73K- 22.31% |
$196K - $231K
|
13K
$782K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.97K- 28.85% |
$208K - $246K
|
9.79K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.11K- 15.67% |
$215K - $255K
|
22.1K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.26K- 5.18% |
$223K - $264K
|
77.9K
$4.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.46K- 10.34% |
$233K - $276K
|
38.7K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.46K- 46.46% |
$233K - $276K
|
5.14K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.47K- 17.23% |
$234K - $277K
|
21.4K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.49K- 21.76% |
$235K - $278K
|
16.1K
$971K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.5K- 3.93% |
$236K - $279K
|
110K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.52K- 5.19% |
$236K - $280K
|
82.5K
$4.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.76K- 5.61% |
$250K - $295K
|
80.2K
$4.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-4.98K- 6.47% |
$261K - $309K
|
72.1K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-5.03K- 2.52% |
$263K - $311K
|
194K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.11K- 14.86% |
$268K - $317K
|
29.3K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.16K- 82.87% |
$270K - $320K
|
1.07K
$64.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.17K- 0.4% |
$271K - $321K
|
1.29M
$77.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5.26K- 30.22% |
$275K - $326K
|
12.1K
$730K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.29K- 18.68% |
$277K - $328K
|
23K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.64K- 17.85% |
$295K - $350K
|
26K
$1.56M
|