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 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
195New |
$11.7K - $13.1K
|
195
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
192+ 14.66% |
$11.5K - $12.9K
|
1.5K
$96.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
192+ 1.5% |
$11.5K - $12.9K
|
13K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
191New |
$11.5K - $12.9K
|
191
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
177New |
$10.6K - $11.9K
|
177
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
175+ 0.59% |
$10.5K - $11.8K
|
29.9K
$1.92M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
174+ 9.91% |
$10.5K - $11.7K
|
1.93K
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
162New |
$9.74K - $10.9K
|
162
$10.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
157New |
$9.44K - $10.6K
|
157
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
156+ 1.4% |
$9.38K - $10.5K
|
11.3K
$725K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
150+ 0.13% |
$9.02K - $10.1K
|
116K
$7.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
148+ 2.02% |
$8.9K - $9.96K
|
7.46K
$480K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
146+ 9.95% |
$8.78K - $9.83K
|
1.61K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
143+ 6.63% |
$8.6K - $9.63K
|
2.3K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
141+ 32.19% |
$8.48K - $9.49K
|
579
$37.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
137+ 0.42% |
$8.24K - $9.22K
|
32.7K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
132+ 2.76% |
$7.94K - $8.88K
|
4.91K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
131New |
$7.88K - $8.82K
|
131
$8.42K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
128+ 0.74% |
$7.7K - $8.62K
|
17.5K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
124+ 27.49% |
$7.46K - $8.35K
|
575
$37K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113+ 1.87% |
$6.79K - $7.61K
|
6.15K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
113+ 1.41% |
$6.79K - $7.61K
|
8.14K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
106+ 0.8% |
$6.37K - $7.13K
|
13.4K
$861K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
104+ 1.17% |
$6.25K - $7K
|
9.02K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
102New |
$6.13K - $6.87K
|
102
$6.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
100+ 0.68% |
$6.01K - $6.73K
|
14.7K
$947K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$6.01K - $6.73K
|
100
$6.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
100+ 1.48% |
$6.01K - $6.73K
|
6.84K
$440K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$6.01K - $6.73K
|
100
$6.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
88+ 1.48% |
$5.29K - $5.92K
|
6.02K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
86+ 2.02% |
$5.17K - $5.79K
|
4.35K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
84New |
$5.05K - $5.65K
|
84
$5.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
80+ 0.55% |
$4.81K - $5.38K
|
14.6K
$939K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
75+ 0.72% |
$4.51K - $5.05K
|
10.4K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
75New |
$4.51K - $5.05K
|
75
$4.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
75+ 0.36% |
$4.51K - $5.05K
|
21.1K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
72+ 1.86% |
$4.33K - $4.85K
|
3.94K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
71+ 0.12% |
$4.27K - $4.78K
|
57.3K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
70New |
$4.21K - $4.71K
|
70
$4.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
63+ 0.79% |
$3.79K - $4.24K
|
8.03K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
63+ 1.86% |
$3.79K - $4.24K
|
3.45K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
60+ 1.64% |
$3.61K - $4.04K
|
3.71K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58New |
$3.49K - $3.9K
|
58
$3.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
58New |
$3.49K - $3.9K
|
58
$3.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
53+ 0.08% |
$3.19K - $3.57K
|
68K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52New |
$3.13K - $3.5K
|
52
$3.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
49+ 0.78% |
$2.95K - $3.3K
|
6.3K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48+ 6.15% |
$2.89K - $3.23K
|
829
$53.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
45New |
$2.71K - $3.03K
|
45
$2.89K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.22% |
$2.53K - $2.83K
|
18.8K
$1.21M
|