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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-23.3K- 16.11% |
$1.22M - $1.44M
|
121K
$7.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24.1K- 26.67% |
$1.26M - $1.49M
|
66.3K
$4.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-24.4K- 32.4% |
$1.28M - $1.51M
|
50.9K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-24.7K- 1.6% |
$1.29M - $1.53M
|
1.52M
$92.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
SELL
|
- |
-25.3K- 0.61% |
$1.33M - $1.57M
|
4.13M
$252M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.2K- 3.74% |
$1.37M - $1.63M
|
676K
$41.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26.7K- 21.4% |
$1.4M - $1.66M
|
98.2K
$6M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-27.4K- 49.76% |
$1.43M - $1.7M
|
27.6K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-27.6K- 66.85% |
$1.45M - $1.71M
|
13.7K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28.2K- 99.94% |
$1.48M - $1.75M
|
17
$1.04K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-29.1K- 8.44% |
$1.52M - $1.8M
|
315K
$19.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-29.7K- 73.25% |
$1.56M - $1.84M
|
10.8K
$663K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-36.2K- 21.64% |
$1.9M - $2.24M
|
131K
$8.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-40.5K- 50.39% |
$2.12M - $2.51M
|
39.9K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-42.6K- 98.14% |
$2.23M - $2.64M
|
810
$49.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-42.7K- 91.21% |
$2.24M - $2.65M
|
4.11K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-46.4K- 9.58% |
$2.43M - $2.88M
|
438K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.7K- 2.27% |
$2.44M - $2.89M
|
2.01M
$123M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-49.7K- 1.7% |
$2.6M - $3.08M
|
2.87M
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.9K- 0.99% |
$2.72M - $3.22M
|
5.17M
$316M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-62.2K- 29.54% |
$3.26M - $3.86M
|
148K
$9.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.8K- 18.02% |
$3.29M - $3.89M
|
286K
$17.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-67.7K- 10.61% |
$3.55M - $4.2M
|
570K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-68.1K- 94.58% |
$3.57M - $4.22M
|
3.9K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-73.4K- 25.31% |
$3.84M - $4.55M
|
217K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-81.7K- 13.05% |
$4.28M - $5.06M
|
544K
$33.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-85.1K- 4.11% |
$4.46M - $5.27M
|
1.99M
$121M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-97.7K- 98.78% |
$5.12M - $6.05M
|
1.2K
$73.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-107K- 12.29% |
$5.61M - $6.64M
|
764K
$46.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-107K- 91.75% |
$5.62M - $6.65M
|
9.64K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-112K- 34.62% |
$5.85M - $6.92M
|
211K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-151K- 59.85% |
$7.93M - $9.38M
|
102K
$6.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-237K- 4.93% |
$12.4M - $14.7M
|
4.57M
$279M
|
|
|
Feb 13, 2024
Q4 2023
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-272K- 27.32% |
$14.2M - $16.9M
|
723K
$44.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-276K- 18.16% |
$14.5M - $17.1M
|
1.25M
$76.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.21M- 92.24% |
$63.2M - $74.8M
|
102K
$6.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.2M- 44.2% |
$796M - $941M
|
19.2M
$1.17B
|