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 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.39K+ 34.65% |
$177K - $210K
|
13.2K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.36KNew |
$176K - $208K
|
3.36K
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.35KNew |
$175K - $208K
|
3.35K
$201K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.31K+ 30.27% |
$173K - $205K
|
14.2K
$856K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.25KNew |
$170K - $201K
|
3.25K
$195K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.24KNew |
$170K - $201K
|
3.24K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.22KNew |
$169K - $200K
|
3.22K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
3K+ 2322.48% |
$157K - $186K
|
3.13K
$188K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.82K+ 5.47% |
$147K - $174K
|
54.3K
$3.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.82K+ 5.47% |
$147K - $174K
|
54.3K
$3.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.73K+ 1.07% |
$143K - $169K
|
258K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.54K+ 21.59% |
$133K - $157K
|
14.3K
$861K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.41K+ 19.92% |
$126K - $149K
|
14.5K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.34K+ 45.34% |
$123K - $145K
|
7.5K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.25K+ 2.06% |
$118K - $139K
|
111K
$6.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
2.15K+ 2.55% |
$113K - $133K
|
86.5K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 6.56% |
$112K - $132K
|
34.6K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.09K+ 3.76% |
$109K - $129K
|
57.5K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.09K+ 0.92% |
$109K - $129K
|
229K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.08K+ 18.67% |
$109K - $129K
|
13.2K
$796K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.03K+ 3.25% |
$106K - $126K
|
64.4K
$3.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.94K+ 1.79% |
$102K - $120K
|
110K
$6.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.89K+ 1.59% |
$99K - $117K
|
121K
$7.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.85K+ 7.08% |
$97.1K - $115K
|
28K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.78K+ 1.96% |
$93.3K - $110K
|
92.6K
$5.57M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$92.3K - $109K
|
1.76K
$106K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.72K+ 13.42% |
$90.3K - $107K
|
14.6K
$876K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.72K+ 2779.03% |
$90.3K - $107K
|
1.79K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.7K+ 17.24% |
$89.2K - $106K
|
11.6K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.69K+ 13.5% |
$88.5K - $105K
|
14.2K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.62K+ 3.65% |
$84.9K - $100K
|
46K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.61K+ 1.28% |
$84.5K - $100K
|
128K
$7.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.61K+ 4.24% |
$84.2K - $99.6K
|
39.6K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.55K+ 1.01% |
$81.2K - $96.1K
|
155K
$9.32M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.44K+ 16.25% |
$75.6K - $89.5K
|
10.3K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.43K+ 10.98% |
$74.8K - $88.5K
|
14.4K
$868K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.36K+ 3.25% |
$71.1K - $84.1K
|
43.1K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.36K+ 2.79% |
$71.1K - $84.1K
|
49.9K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.31K+ 3.98% |
$68.7K - $81.3K
|
34.3K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.31K+ 6.34% |
$68.5K - $81.1K
|
21.9K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.27K+ 16.96% |
$66.4K - $78.5K
|
8.74K
$525K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.25K+ 2.4% |
$65.4K - $77.4K
|
53.3K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.18K+ 2.27% |
$61.8K - $73.1K
|
53.1K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.12K+ 8.77% |
$58.9K - $69.7K
|
13.9K
$838K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 2.69% |
$57.4K - $67.9K
|
41.8K
$2.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.05KNew |
$54.9K - $65K
|
1.05K
$63K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.03KNew |
$54.2K - $64.1K
|
1.03K
$62.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.03K+ 6866.67% |
$54K - $63.8K
|
1.05K
$62.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.01K+ 2.26% |
$53.1K - $62.8K
|
45.9K
$2.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 471.63% |
$53.1K - $62.8K
|
1.23K
$73.9K
|