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 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
219+ 1564.29% |
$11.5K - $13.6K
|
233
$14.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
218+ 3.7% |
$11.4K - $13.5K
|
6.1K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
208+ 4.49% |
$10.9K - $12.9K
|
4.84K
$295K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
207+ 3.94% |
$10.8K - $12.8K
|
5.46K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
204+ 19.6% |
$10.7K - $12.6K
|
1.25K
$76.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
202+ 0.83% |
$10.6K - $12.5K
|
24.6K
$1.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
198+ 1.39% |
$10.4K - $12.3K
|
14.4K
$879K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
197New |
$10.3K - $12.2K
|
197
$12K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
191New |
$10K - $11.8K
|
191
$11.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
190+ 223.53% |
$9.95K - $11.8K
|
275
$16.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
187+ 15.56% |
$9.8K - $11.6K
|
1.39K
$84.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
186+ 0.18% |
$9.74K - $11.5K
|
104K
$6.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
179+ 0.5% |
$9.38K - $11.1K
|
36.1K
$2.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
167+ 45.01% |
$8.75K - $10.4K
|
538
$32.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
158+ 3.81% |
$8.28K - $9.79K
|
4.31K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
153+ 1.33% |
$8.01K - $9.48K
|
11.7K
$713K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 0.47% |
$7.49K - $8.86K
|
30.4K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
137+ 1.92% |
$7.18K - $8.49K
|
7.29K
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
135+ 0.92% |
$7.07K - $8.37K
|
14.8K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
134New |
$7.02K - $8.31K
|
134
$8.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
129+ 3.25% |
$6.76K - $8K
|
4.09K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
128+ 2.14% |
$6.7K - $7.93K
|
6.12K
$374K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
126+ 1.33% |
$6.6K - $7.81K
|
9.58K
$585K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
123+ 12300.0% |
$6.44K - $7.62K
|
124
$7.58K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
120New |
$6.29K - $7.44K
|
120
$7.33K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
119+ 99.17% |
$6.23K - $7.38K
|
239
$14.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
117New |
$6.13K - $7.25K
|
117
$7.15K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
114+ 11.84% |
$5.97K - $7.07K
|
1.08K
$65.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
92+ 1.32% |
$4.82K - $5.7K
|
7.08K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
92New |
$4.82K - $5.7K
|
92
$5.62K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 1.35% |
$4.61K - $5.45K
|
6.62K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
87New |
$4.56K - $5.39K
|
87
$5.31K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
86New |
$4.5K - $5.33K
|
86
$5.25K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$4.4K - $5.21K
|
84
$5.13K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
70+ 1.22% |
$3.67K - $4.34K
|
5.81K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63+ 0.28% |
$3.3K - $3.9K
|
22.6K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.89% |
$3.04K - $3.59K
|
6.56K
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
58+ 0.34% |
$3.04K - $3.59K
|
17.1K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
58+ 0.26% |
$3.04K - $3.59K
|
22.2K
$1.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
57+ 0.48% |
$2.99K - $3.53K
|
12K
$733K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
56+ 39.44% |
$2.93K - $3.47K
|
198
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
56+ 0.2% |
$2.93K - $3.47K
|
27.7K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
55+ 0.75% |
$2.88K - $3.41K
|
7.35K
$449K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
54+ 1.11% |
$2.83K - $3.35K
|
4.91K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
54New |
$2.83K - $3.35K
|
54
$3.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
46+ 1.25% |
$2.41K - $2.85K
|
3.71K
$227K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
44+ 0.81% |
$2.3K - $2.73K
|
5.49K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 1.77% |
$2.25K - $2.67K
|
2.47K
$151K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
42New |
$2.2K - $2.6K
|
42
$2.57K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
35+ 1.22% |
$1.83K - $2.17K
|
2.91K
$178K
|