Purchases and Sales Made in Q4 2024 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 2024. 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 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-22K- 54.21% |
$1.32M - $1.48M
|
18.6K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 1.71% |
$1.34M - $1.5M
|
1.28M
$80.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.8K- 3.56% |
$1.43M - $1.6M
|
645K
$40.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-24.2K- 26.07% |
$1.45M - $1.63M
|
68.6K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.5K- 58.36% |
$1.53M - $1.72M
|
18.2K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.1K- 8.35% |
$1.57M - $1.76M
|
287K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.8K- 14.59% |
$1.61M - $1.81M
|
157K
$9.88M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35K- 4.32% |
$2.11M - $2.36M
|
776K
$48.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-35.4K- 80.16% |
$2.13M - $2.38M
|
8.77K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-57.5K- 60.46% |
$3.46M - $3.87M
|
37.6K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-64.1K- 72.28% |
$3.85M - $4.31M
|
24.6K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.1K- 2.42% |
$3.91M - $4.38M
|
2.63M
$165M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-65.8K- 29.55% |
$3.96M - $4.43M
|
157K
$9.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-75.7K- 70.32% |
$4.55M - $5.1M
|
32K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-78.1K- 26.65% |
$4.7M - $5.26M
|
215K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-100K- 14.56% |
$6.02M - $6.73M
|
587K
$36.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-124K- 65.35% |
$7.45M - $8.34M
|
65.7K
$4.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-137K- 12.49% |
$8.24M - $9.22M
|
960K
$60.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-137K- 2.84% |
$8.25M - $9.23M
|
4.7M
$295M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-182K- 25.81% |
$11M - $12.3M
|
524K
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-228K- 60.47% |
$13.7M - $15.4M
|
149K
$9.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-367K- 18.95% |
$22.1M - $24.7M
|
1.57M
$98.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.34M- 25.61% |
$201M - $225M
|
9.72M
$611M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.78M- 98.24% |
$287M - $322M
|
85.4K
$5.37M
|