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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 2.19% |
$221K - $247K
|
164K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.97K- 10.2% |
$238K - $267K
|
34.9K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.19K- 2.62% |
$252K - $282K
|
156K
$9.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.37K- 42.19% |
$263K - $294K
|
5.99K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-4.57K- 4.17% |
$275K - $308K
|
105K
$6.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-4.82K- 20.42% |
$290K - $324K
|
18.8K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4.95K- 22.55% |
$298K - $333K
|
17K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.05K- 12.1% |
$304K - $340K
|
36.7K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.56K- 3.57% |
$334K - $374K
|
150K
$9.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-5.58K- 7.8% |
$336K - $376K
|
65.9K
$4.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.67K- 0.34% |
$341K - $381K
|
1.66M
$104M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6K- 1.74% |
$361K - $404K
|
339K
$21.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-6.03K- 16.73% |
$363K - $406K
|
30K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.19K- 15.38% |
$372K - $416K
|
34K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 17.41% |
$388K - $435K
|
30.6K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6.58K- 18.81% |
$396K - $443K
|
28.4K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.87K- 6.53% |
$413K - $462K
|
98.3K
$6.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.15K- 4.0% |
$430K - $481K
|
171K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-7.65K- 18.35% |
$460K - $515K
|
34K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.58K- 7.44% |
$516K - $577K
|
107K
$6.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.66K- 1.96% |
$520K - $583K
|
433K
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.73K- 3.94% |
$525K - $588K
|
213K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.77K- 9.2% |
$587K - $657K
|
96.4K
$6.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.96K- 5.74% |
$599K - $670K
|
163K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.7K- 44.39% |
$642K - $719K
|
13.4K
$841K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-12.2K- 2.63% |
$734K - $822K
|
452K
$28.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.3K- 9.4% |
$861K - $964K
|
138K
$8.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.6K- 22.3% |
$876K - $981K
|
50.8K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-16.5K- 33.3% |
$990K - $1.11M
|
33K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.5K- 4.06% |
$992K - $1.11M
|
390K
$24.5M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-17K- 7.84% |
$1.02M - $1.14M
|
200K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-18.5K- 32.83% |
$1.11M - $1.24M
|
37.8K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 18.44% |
$1.16M - $1.3M
|
85.3K
$5.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-24.2K- 26.07% |
$1.45M - $1.63M
|
68.6K
$4.32M
|
|
|
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
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-78.1K- 26.65% |
$4.7M - $5.26M
|
215K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-137K- 12.49% |
$8.24M - $9.22M
|
960K
$60.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.34M- 25.61% |
$201M - $225M
|
9.72M
$611M
|