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 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.71K+ 2.7% |
$351K - $416K
|
256K
$15.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.48K+ 6.33% |
$340K - $402K
|
109K
$6.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
6.44K+ 3.54% |
$337K - $399K
|
188K
$11.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.34K+ 11.76% |
$332K - $393K
|
60.3K
$3.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 3.61% |
$330K - $390K
|
181K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
6.25K+ 28.01% |
$328K - $388K
|
28.6K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.94KNew |
$311K - $368K
|
5.94K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.81KNew |
$304K - $360K
|
5.81K
$349K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.62KNew |
$294K - $348K
|
5.62K
$338K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.5KNew |
$288K - $341K
|
5.5K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5.41KNew |
$283K - $335K
|
5.41K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.09KNew |
$267K - $316K
|
5.09K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.92K+ 54.05% |
$258K - $305K
|
14K
$844K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4.87KNew |
$255K - $302K
|
4.87K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.85K+ 2.4% |
$254K - $301K
|
207K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.85KNew |
$254K - $300K
|
4.85K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
4.61KNew |
$241K - $286K
|
4.61K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 13.97% |
$239K - $283K
|
37.3K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4.54KNew |
$238K - $281K
|
4.54K
$273K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.41K+ 7.44% |
$231K - $273K
|
63.7K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.28K+ 1.7% |
$224K - $265K
|
256K
$15.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.25K+ 10.6% |
$223K - $263K
|
44.3K
$2.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.21KNew |
$220K - $261K
|
4.21K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
4.14KNew |
$217K - $256K
|
4.14K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.13K+ 11.41% |
$216K - $256K
|
40.3K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$213K - $252K
|
4.06K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.02KNew |
$211K - $249K
|
4.02K
$242K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.02KNew |
$211K - $249K
|
4.02K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.94K+ 6.47% |
$206K - $244K
|
64.8K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.86K+ 4290.0% |
$202K - $239K
|
3.95K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.81KNew |
$199K - $236K
|
3.81K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$199K - $236K
|
3.8K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.78K+ 61.13% |
$198K - $234K
|
9.96K
$599K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.77KNew |
$197K - $233K
|
3.77K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.75KNew |
$196K - $232K
|
3.75K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.71KNew |
$194K - $230K
|
3.71K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.68KNew |
$193K - $228K
|
3.68K
$222K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.65K+ 1.29% |
$191K - $226K
|
287K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.64K+ 37.39% |
$191K - $225K
|
13.4K
$804K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.62KNew |
$190K - $225K
|
3.62K
$218K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.54KNew |
$186K - $220K
|
3.54K
$213K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.53KNew |
$185K - $219K
|
3.53K
$212K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$185K - $218K
|
3.52K
$212K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.52KNew |
$185K - $218K
|
3.52K
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.49KNew |
$183K - $217K
|
3.49K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.48KNew |
$182K - $216K
|
3.48K
$209K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.46KNew |
$181K - $215K
|
3.46K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.46KNew |
$181K - $214K
|
3.46K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.45KNew |
$181K - $214K
|
3.45K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.4K+ 24.42% |
$178K - $211K
|
17.3K
$1.04M
|