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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48+ 6.15% |
$2.89K - $3.23K
|
829
$60.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
45New |
$2.71K - $3.03K
|
45
$3.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.22% |
$2.53K - $2.83K
|
18.8K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$2.35K - $2.63K
|
39
$2.83K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
38+ 2.06% |
$2.28K - $2.56K
|
1.88K
$136K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 1.22% |
$2.16K - $2.42K
|
2.98K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
36+ 0.52% |
$2.16K - $2.42K
|
6.92K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
35+ 0.16% |
$2.1K - $2.36K
|
22.3K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33+ 1.85% |
$1.98K - $2.22K
|
1.82K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.16% |
$1.92K - $2.15K
|
20.2K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
30+ 0.79% |
$1.8K - $2.02K
|
3.81K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30New |
$1.8K - $2.02K
|
30
$2.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
29+ 7.49% |
$1.74K - $1.95K
|
416
$30.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
28New |
$1.68K - $1.88K
|
28
$2.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 13.37% |
$1.62K - $1.82K
|
229
$16.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
27+ 0.92% |
$1.62K - $1.82K
|
2.95K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26+ 433.33% |
$1.56K - $1.75K
|
32
$2.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
25+ 0.12% |
$1.5K - $1.68K
|
21.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.28% |
$1.32K - $1.48K
|
7.84K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.13% |
$1.26K - $1.41K
|
16.4K
$1.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
21+ 2.0% |
$1.26K - $1.41K
|
1.07K
$77.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
20+ 0.46% |
$1.2K - $1.35K
|
4.39K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
19+ 0.27% |
$1.14K - $1.28K
|
7.15K
$519K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 2.08% |
$1.14K - $1.28K
|
931
$67.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15+ 0.46% |
$902 - $1.01K
|
3.29K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13New |
$782 - $875
|
13
$944
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.62% |
$722 - $808
|
1.95K
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 0.17% |
$722 - $808
|
7.24K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 0.77% |
$722 - $808
|
1.57K
$114K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
11+ 0.15% |
$661 - $740
|
7.42K
$539K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10New |
$601 - $673
|
10
$726
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 1.93% |
$601 - $673
|
528
$38.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.46% |
$601 - $673
|
2.17K
$157K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 1.37% |
$601 - $673
|
742
$53.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9+ 0.26% |
$541 - $606
|
3.51K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
7+ 0.39% |
$421 - $471
|
1.79K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.5% |
$421 - $471
|
1.41K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$301 - $337
|
5
$363
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.12% |
$301 - $337
|
4.12K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4+ 0.05% |
$241 - $269
|
8.23K
$598K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.72% |
$241 - $269
|
556
$40.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 1.89% |
$180 - $202
|
162
$11.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3+ 0.03% |
$180 - $202
|
9.4K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$180 - $202
|
20.4K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.04% |
$120 - $135
|
5.07K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.49% |
$120 - $135
|
136
$9.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 2.47% |
$120 - $135
|
83
$6.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.14% |
$120 - $135
|
1.43K
$104K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 6.25% |
$60.1 - $67.3
|
17
$1.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 1.67% |
$60.1 - $67.3
|
61
$4.43K
|