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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.61K+ 6.88% |
$337K - $378K
|
87.1K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.55K+ 18.01% |
$334K - $373K
|
36.4K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.38K+ 4.74% |
$324K - $362K
|
119K
$7.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.27K+ 12.72% |
$317K - $354K
|
46.7K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.09K+ 20.19% |
$306K - $343K
|
30.3K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$302K - $338K
|
5.02K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.86K+ 8.82% |
$292K - $327K
|
60K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 6.78% |
$277K - $311K
|
72.7K
$4.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.45K+ 1.63% |
$268K - $300K
|
277K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.44K+ 133.99% |
$267K - $299K
|
7.76K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.14K+ 99.86% |
$249K - $279K
|
8.29K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 3.26% |
$238K - $267K
|
126K
$7.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.57KNew |
$215K - $241K
|
3.57K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.49KNew |
$210K - $235K
|
3.49K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.41K+ 11.72% |
$205K - $229K
|
32.5K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.38KNew |
$203K - $228K
|
3.38K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
3.23K+ 18.15% |
$194K - $217K
|
21K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
3.11K+ 4.5% |
$187K - $209K
|
72.2K
$4.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.94K+ 4.81% |
$177K - $198K
|
63.9K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.91K+ 10.16% |
$175K - $196K
|
31.5K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.8K+ 11.51% |
$169K - $189K
|
27.2K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.64K+ 0.4% |
$159K - $178K
|
657K
$41.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.57K+ 11.94% |
$155K - $173K
|
24.1K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.5K+ 6.57% |
$150K - $168K
|
40.5K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.43K+ 1227.27% |
$146K - $164K
|
2.63K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.36K+ 3.89% |
$142K - $159K
|
63.1K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.33K+ 7.04% |
$140K - $157K
|
35.5K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.26K+ 1.13% |
$136K - $152K
|
202K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.23KNew |
$134K - $150K
|
2.23K
$140K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.18K+ 20.48% |
$131K - $147K
|
12.8K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.16K+ 1.53% |
$130K - $146K
|
143K
$9.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.11K+ 11.99% |
$127K - $142K
|
19.7K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.84K+ 2.92% |
$111K - $124K
|
64.8K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.64K+ 2.53% |
$98.3K - $110K
|
66.1K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
1.6K+ 24.08% |
$96.2K - $108K
|
8.25K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.56K+ 30.61% |
$93.7K - $105K
|
6.65K
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.53K+ 1.22% |
$92.2K - $103K
|
127K
$8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.52K+ 1.51% |
$91.4K - $102K
|
102K
$6.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.5K+ 8.25% |
$90K - $101K
|
19.6K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.44K+ 4.41% |
$86.8K - $97.1K
|
34.2K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 3.9% |
$85.9K - $96.2K
|
38K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.35K+ 2.63% |
$81.2K - $90.9K
|
52.7K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.14K+ 15.81% |
$68.4K - $76.6K
|
8.34K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.14K+ 2.65% |
$68.3K - $76.5K
|
44K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.11KNew |
$66.7K - $74.7K
|
1.11K
$69.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 37.29% |
$65.5K - $73.4K
|
4.01K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.08K+ 28.51% |
$64.6K - $72.4K
|
4.85K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.07K+ 2.7% |
$64.6K - $72.3K
|
40.8K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.02K+ 0.83% |
$61K - $68.3K
|
124K
$7.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
930+ 6.56% |
$55.9K - $62.6K
|
15.1K
$951K
|