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 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
24.8KNew |
$1.3M - $1.54M
|
24.8K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.5K+ 4.85% |
$1.28M - $1.52M
|
530K
$31.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
23.1KNew |
$1.21M - $1.43M
|
23.1K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21.8K+ 8.67% |
$1.14M - $1.35M
|
273K
$16.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.7K+ 33.41% |
$1.14M - $1.35M
|
86.8K
$5.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
21KNew |
$1.1M - $1.3M
|
21K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
19.8KNew |
$1.04M - $1.23M
|
19.8K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
18KNew |
$940K - $1.11M
|
18K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
17.8K+ 15.02% |
$933K - $1.1M
|
136K
$8.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
17.3KNew |
$905K - $1.07M
|
17.3K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
16.4K+ 5.28% |
$857K - $1.01M
|
326K
$19.6M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
15.3KNew |
$803K - $951K
|
15.3K
$922K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.2K+ 158.29% |
$796K - $942K
|
24.8K
$1.49M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.1K+ 29.76% |
$791K - $936K
|
65.9K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
14.6KNew |
$764K - $904K
|
14.6K
$877K
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
14.4KNew |
$752K - $890K
|
14.4K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 62.98% |
$742K - $879K
|
36.7K
$2.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.1KNew |
$738K - $873K
|
14.1K
$847K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
12.9K+ 3.16% |
$678K - $802K
|
422K
$25.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12.9KNew |
$675K - $799K
|
12.9K
$775K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
12.9KNew |
$674K - $797K
|
12.9K
$774K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.4KNew |
$648K - $766K
|
12.4K
$744K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
11.6K+ 172.24% |
$608K - $719K
|
18.3K
$1.1M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.1KNew |
$580K - $686K
|
11.1K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
10.6KNew |
$555K - $657K
|
10.6K
$637K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
10.5K+ 10.1% |
$552K - $654K
|
115K
$6.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.5KNew |
$552K - $653K
|
10.5K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.5KNew |
$548K - $649K
|
10.5K
$630K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10.3KNew |
$540K - $640K
|
10.3K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.94K+ 2.07% |
$521K - $616K
|
491K
$29.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.68KNew |
$507K - $600K
|
9.68K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
9.12K+ 329.24% |
$478K - $565K
|
11.9K
$715K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
9K+ 102.27% |
$471K - $558K
|
17.8K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
8.87K+ 9.02% |
$464K - $550K
|
107K
$6.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.75KNew |
$458K - $543K
|
8.75K
$526K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.65KNew |
$453K - $536K
|
8.65K
$520K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.32KNew |
$436K - $516K
|
8.32K
$500K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.26K+ 80.42% |
$433K - $512K
|
18.5K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
8.03K+ 7.36% |
$420K - $497K
|
117K
$7.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.02K+ 118.62% |
$420K - $497K
|
14.8K
$888K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
7.73K+ 79.38% |
$405K - $479K
|
17.5K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
7.28K+ 8.36% |
$381K - $451K
|
94.3K
$5.67M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
7.28K+ 8.36% |
$381K - $451K
|
94.3K
$5.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.21KNew |
$378K - $447K
|
7.21K
$433K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.11K+ 149.8% |
$373K - $441K
|
11.9K
$713K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.07K+ 8.61% |
$370K - $438K
|
89.2K
$5.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.98K+ 12.35% |
$365K - $432K
|
63.4K
$3.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.95KNew |
$364K - $431K
|
6.95K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.94K+ 1.34% |
$363K - $430K
|
526K
$31.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
6.91K+ 4.76% |
$362K - $429K
|
152K
$9.15M
|