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 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
967+ 8.42% |
$50.7K - $59.9K
|
12.5K
$749K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
926+ 20.11% |
$48.5K - $57.4K
|
5.53K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
907New |
$47.5K - $56.2K
|
907
$54.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
889+ 2.68% |
$46.6K - $55.1K
|
34.1K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
889+ 4.21% |
$46.6K - $55.1K
|
22K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
867+ 2.08% |
$45.4K - $53.7K
|
42.6K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
856+ 1.5% |
$44.8K - $53.1K
|
58.1K
$3.49M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
834+ 5.62% |
$43.7K - $51.7K
|
15.7K
$942K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
825+ 6.31% |
$43.2K - $51.1K
|
13.9K
$836K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
812+ 9.31% |
$42.5K - $50.3K
|
9.53K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
797+ 7.19% |
$41.7K - $49.4K
|
11.9K
$715K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
795+ 2.72% |
$41.6K - $49.3K
|
30K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
787+ 2.07% |
$41.2K - $48.8K
|
38.7K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
758+ 1.17% |
$39.7K - $47K
|
65.7K
$3.95M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
755+ 4.1% |
$39.5K - $46.8K
|
19.2K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
753+ 12.64% |
$39.4K - $46.7K
|
6.71K
$403K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
748+ 5.44% |
$39.2K - $46.4K
|
14.5K
$872K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
735+ 1.21% |
$38.5K - $45.6K
|
61.4K
$3.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
726+ 3.11% |
$38K - $45K
|
24.1K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
701+ 5.56% |
$36.7K - $43.4K
|
13.3K
$800K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
687+ 4.02% |
$36K - $42.6K
|
17.8K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
677+ 85.91% |
$35.5K - $42K
|
1.47K
$88.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
663New |
$34.7K - $41.1K
|
663
$39.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
605+ 2.62% |
$31.7K - $37.5K
|
23.7K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
603+ 1.94% |
$31.6K - $37.4K
|
31.7K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
551+ 6.06% |
$28.9K - $34.2K
|
9.64K
$580K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
533+ 8.81% |
$27.9K - $33K
|
6.58K
$396K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
522+ 1.66% |
$27.3K - $32.4K
|
31.9K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
507+ 0.58% |
$26.6K - $31.4K
|
87.8K
$5.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
500New |
$26.2K - $31K
|
500
$30.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
470+ 83.93% |
$24.6K - $29.1K
|
1.03K
$61.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
455+ 8.09% |
$23.8K - $28.2K
|
6.08K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
450+ 0.57% |
$23.6K - $27.9K
|
79.1K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
428+ 4.95% |
$22.4K - $26.5K
|
9.07K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
406+ 6.36% |
$21.3K - $25.2K
|
6.79K
$409K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
405New |
$21.2K - $25.1K
|
405
$24.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
404+ 11.31% |
$21.2K - $25K
|
3.98K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
402+ 2.44% |
$21.1K - $24.9K
|
16.9K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
401New |
$21K - $24.9K
|
401
$24.1K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
375+ 25.34% |
$19.6K - $23.2K
|
1.86K
$112K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
374+ 0.09% |
$19.6K - $23.2K
|
412K
$24.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
324New |
$17K - $20.1K
|
324
$19.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
315+ 1.1% |
$16.5K - $19.5K
|
28.9K
$1.74M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
296New |
$15.5K - $18.3K
|
296
$17.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
295+ 89.94% |
$15.5K - $18.3K
|
623
$37.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
289+ 0.34% |
$15.1K - $17.9K
|
85.3K
$5.13M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$13.7K - $16.2K
|
261
$15.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
260New |
$13.6K - $16.1K
|
260
$15.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
233New |
$12.2K - $14.4K
|
233
$14K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
228+ 0.59% |
$11.9K - $14.1K
|
39.1K
$2.35M
|