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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
35+ 1.22% |
$1.83K - $2.17K
|
2.91K
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
31New |
$1.62K - $1.92K
|
31
$1.86K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 1.18% |
$1.57K - $1.86K
|
2.57K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22+ 0.23% |
$1.15K - $1.36K
|
9.74K
$586K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.96% |
$1.1K - $1.3K
|
2.22K
$133K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
21+ 1.34% |
$1.1K - $1.3K
|
1.59K
$95.3K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
14New |
$733 - $868
|
14
$842
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 1.41% |
$733 - $868
|
1K
$60.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13+ 0.62% |
$681 - $806
|
2.09K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$629 - $744
|
12
$722
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
11+ 5.02% |
$576 - $682
|
230
$13.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 8.33% |
$524 - $620
|
130
$7.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.32% |
$524 - $620
|
3.17K
$191K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 0.02% |
$471 - $558
|
59.6K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8New |
$419 - $496
|
8
$481
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8+ 0.08% |
$419 - $496
|
10.7K
$642K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 88.89% |
$419 - $496
|
17
$1.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.11% |
$262 - $310
|
4.48K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.08% |
$210 - $248
|
4.96K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 1.63% |
$157 - $186
|
187
$11.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 1.51% |
$157 - $186
|
202
$12.1K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.89% |
$157 - $186
|
162
$9.74K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.37% |
$105 - $124
|
547
$32.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.54% |
$105 - $124
|
132
$7.94K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.04% |
$105 - $124
|
5.07K
$305K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 1.36% |
$105 - $124
|
149
$8.96K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$52.4 - $62
|
1
$60.1
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.04% |
$105 - $124
|
5.7K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9- 2.69% |
$471 - $558
|
325
$19.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-11- 0.12% |
$576 - $682
|
9.31K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 0.17% |
$681 - $806
|
7.48K
$450K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-13- 0.18% |
$681 - $806
|
7.27K
$437K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-15- 1.44% |
$786 - $930
|
1.03K
$61.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-19- 0.03% |
$995 - $1.18K
|
55.9K
$3.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-21- 0.02% |
$1.1K - $1.3K
|
104K
$6.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-23- 63.89% |
$1.2K - $1.43K
|
13
$782
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 0.9% |
$1.2K - $1.43K
|
2.53K
$152K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-27- 0.06% |
$1.41K - $1.67K
|
42K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-29- 3.45% |
$1.52K - $1.8K
|
811
$48.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33- 0.42% |
$1.73K - $2.05K
|
7.75K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-33- 0.2% |
$1.73K - $2.05K
|
16.6K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-36- 75.0% |
$1.89K - $2.23K
|
12
$722
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-41- 1.94% |
$2.15K - $2.54K
|
2.08K
$125K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-51- 0.48% |
$2.67K - $3.16K
|
10.6K
$637K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 46.09% |
$2.78K - $3.28K
|
62
$3.73K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-55- 2.92% |
$2.88K - $3.41K
|
1.83K
$110K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-65- 1.06% |
$3.4K - $4.03K
|
6.07K
$365K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-68- 0.33% |
$3.56K - $4.21K
|
20.7K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-71- 0.66% |
$3.72K - $4.4K
|
10.8K
$647K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80- 0.52% |
$4.19K - $4.96K
|
15.4K
$923K
|