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 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-250- 1.21% |
$15K - $16.8K
|
20.4K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-252- 0.82% |
$15.2K - $17K
|
30.5K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-259- 1.76% |
$15.6K - $17.4K
|
14.5K
$930K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-261- 12.24% |
$15.7K - $17.6K
|
1.87K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-274- 12.89% |
$16.5K - $18.4K
|
1.85K
$119K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-289- 7.5% |
$17.4K - $19.5K
|
3.56K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-291- 3.16% |
$17.5K - $19.6K
|
8.93K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-292- 4.29% |
$17.6K - $19.7K
|
6.51K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-309- 5.38% |
$18.6K - $20.8K
|
5.44K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-313- 2.39% |
$18.8K - $21.1K
|
12.8K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-319- 31.71% |
$19.2K - $21.5K
|
687
$44.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-323- 3.34% |
$19.4K - $21.7K
|
9.35K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-360- 4.77% |
$21.6K - $24.2K
|
7.19K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-384- 3.44% |
$23.1K - $25.8K
|
10.8K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-426- 0.39% |
$25.6K - $28.7K
|
108K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-430- 24.4% |
$25.9K - $28.9K
|
1.33K
$85.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-437- 7.51% |
$26.3K - $29.4K
|
5.38K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-448- 0.35% |
$26.9K - $30.2K
|
126K
$8.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-452- 8.42% |
$27.2K - $30.4K
|
4.92K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-470Closed |
$28.3K - $31.6K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-477- 4.9% |
$28.7K - $32.1K
|
9.26K
$595K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-479- 11.56% |
$28.8K - $32.2K
|
3.66K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-486- 1.45% |
$29.2K - $32.7K
|
33.1K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-514- 1.09% |
$30.9K - $34.6K
|
46.4K
$2.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-533- 10.14% |
$32K - $35.9K
|
4.73K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-537- 2.37% |
$32.3K - $36.1K
|
22.1K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-537- 12.17% |
$32.3K - $36.1K
|
3.88K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-545- 13.39% |
$32.8K - $36.7K
|
3.53K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-546- 1.48% |
$32.8K - $36.8K
|
36.5K
$2.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-549- 7.02% |
$33K - $37K
|
7.27K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-557- 3.8% |
$33.5K - $37.5K
|
14.1K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-575- 8.47% |
$34.6K - $38.7K
|
6.21K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-578- 0.57% |
$34.8K - $38.9K
|
100K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-602- 14.14% |
$36.2K - $40.5K
|
3.66K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-623- 8.34% |
$37.5K - $41.9K
|
6.85K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-644- 12.94% |
$38.7K - $43.3K
|
4.33K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-660- 5.1% |
$39.7K - $44.4K
|
12.3K
$790K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-663- 0.35% |
$39.9K - $44.6K
|
190K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-666- 4.48% |
$40K - $44.8K
|
14.2K
$912K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-699- 9.75% |
$42K - $47K
|
6.47K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 1.29% |
$42.4K - $47.5K
|
53.7K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-734- 11.19% |
$44.1K - $49.4K
|
5.82K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-765- 2.38% |
$46K - $51.5K
|
31.4K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-770- 5.86% |
$46.3K - $51.8K
|
12.4K
$795K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-777- 13.86% |
$46.7K - $52.3K
|
4.83K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-804- 18.98% |
$48.3K - $54.1K
|
3.43K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-813- 1.06% |
$48.9K - $54.7K
|
76.2K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-860- 1.73% |
$51.7K - $57.9K
|
49K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-889- 13.61% |
$53.5K - $59.8K
|
5.64K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-889- 2.24% |
$53.5K - $59.8K
|
38.8K
$2.49M
|