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
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.14% |
$60.1 - $67.3
|
721
$46.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1+ 0.02% |
$60.1 - $67.3
|
4.78K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.11% |
$60.1 - $67.3
|
929
$59.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2- 0.03% |
$120 - $135
|
6.17K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-10- 0.9% |
$601 - $673
|
1.1K
$70.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-15- 0.4% |
$902 - $1.01K
|
3.76K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-18- 0.12% |
$1.08K - $1.21K
|
15.6K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-18- 0.05% |
$1.08K - $1.21K
|
33.7K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 2.32% |
$1.14K - $1.28K
|
800
$51.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-21- 5.41% |
$1.26K - $1.41K
|
367
$23.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-24- 0.46% |
$1.44K - $1.62K
|
5.24K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-25- 0.29% |
$1.5K - $1.68K
|
8.66K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28- 0.1% |
$1.68K - $1.88K
|
28.1K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-29- 0.21% |
$1.74K - $1.95K
|
13.5K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 2.19% |
$2.28K - $2.56K
|
1.7K
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-40- 0.28% |
$2.41K - $2.69K
|
14.4K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-44- 0.43% |
$2.65K - $2.96K
|
10.3K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-46- 15.65% |
$2.77K - $3.1K
|
248
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48- 5.79% |
$2.89K - $3.23K
|
781
$50.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-49- 3.67% |
$2.95K - $3.3K
|
1.29K
$82.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-52- 1.25% |
$3.13K - $3.5K
|
4.11K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-59- 0.82% |
$3.55K - $3.97K
|
7.18K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-61- 2.16% |
$3.67K - $4.11K
|
2.77K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-64- 1.01% |
$3.85K - $4.31K
|
6.27K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-65- 0.52% |
$3.91K - $4.38K
|
12.4K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-67- 1.0% |
$4.03K - $4.51K
|
6.63K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-70- 12.52% |
$4.21K - $4.71K
|
489
$31.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71- 0.63% |
$4.27K - $4.78K
|
11.2K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-75- 1.29% |
$4.51K - $5.05K
|
5.72K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-77- 0.56% |
$4.63K - $5.18K
|
13.6K
$877K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-90- 2.56% |
$5.41K - $6.06K
|
3.43K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 37.74% |
$6.01K - $6.73K
|
165
$10.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-115- 0.22% |
$6.91K - $7.74K
|
52.7K
$3.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-122- 2.97% |
$7.34K - $8.21K
|
3.99K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-122- 0.09% |
$7.34K - $8.21K
|
136K
$8.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-124- 3.16% |
$7.46K - $8.35K
|
3.79K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-131- 24.49% |
$7.88K - $8.82K
|
404
$26K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-134- 3.06% |
$8.06K - $9.02K
|
4.25K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-140- 0.89% |
$8.42K - $9.42K
|
15.5K
$998K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-161- 38.52% |
$9.68K - $10.8K
|
257
$16.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-189- 1.34% |
$11.4K - $12.7K
|
13.9K
$897K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-195- 1.49% |
$11.7K - $13.1K
|
12.9K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-197- 3.82% |
$11.8K - $13.3K
|
4.96K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-200- 2.64% |
$12K - $13.5K
|
7.39K
$475K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-211- 3.67% |
$12.7K - $14.2K
|
5.54K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-220- 5.58% |
$13.2K - $14.8K
|
3.72K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-232- 5.89% |
$14K - $15.6K
|
3.71K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-239- 2.34% |
$14.4K - $16.1K
|
9.95K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-245- 1.06% |
$14.7K - $16.5K
|
22.9K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-246- 2.34% |
$14.8K - $16.6K
|
10.3K
$661K
|