Bay Harbor Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Bay Harbor Wealth Management, LLC

$311 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 15, 2019	SELL	$53.71 - $58.5 $0 - $0	0 Closed	0 $0
Q2 2019 Jul 18, 2019	BUY	$55.8 - $59.5 $0 - $0	0 New	0 $0

Others Institutions Holding SCZ

# of Institutions

768

Shares Held

103M

Call Options Held

0

Put Options Held

0

Jones Financial Companies Lllp

9.84M
Shares

$655 Million
0.21% of portfolio
Natixis Advisors, L.P. Boston, MA

9.68M
Shares

$644 Million
1.14% of portfolio
Tiaa Trust, National Association Charlotte, NC

7.75M
Shares

$515 Million
1.54% of portfolio
Creative Planning Overland Park, KS

4.5M
Shares

$299 Million
0.27% of portfolio
Tiaa, Fsb St. Louis, MO

4.25M
Shares

$283 Million
0.91% of portfolio

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
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