Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.09M+ 17904.93% |
$250M - $301M
|
4.11M
$247M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19M+ 4574.59% |
$72.5M - $87.5M
|
1.21M
$73M
|
|
|
May 12, 2022
Q1 2022
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
854KNew |
$52.1M - $62.9M
|
854K
$51.3M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
791K+ 5.93% |
$48.3M - $58.2M
|
14.1M
$850M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
511K+ 9902.67% |
$31.2M - $37.7M
|
517K
$31.1M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
337K+ 1067.67% |
$20.6M - $24.8M
|
368K
$22.2M
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
270KNew |
$16.5M - $19.9M
|
270K
$16.2M
|
|
|
May 03, 2022
Q1 2022
|
Matson Money. Inc.
|
BUY
|
- |
233K+ 7.33% |
$14.2M - $17.2M
|
3.42M
$205M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
188K+ 10.61% |
$11.5M - $13.8M
|
1.96M
$118M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
171KNew |
$10.4M - $12.6M
|
171K
$10.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
158K+ 112.45% |
$9.62M - $11.6M
|
298K
$17.9M
|
|
|
May 18, 2022
Q1 2022
|
Legato Capital Management LLC
|
BUY
|
- |
151KNew |
$9.19M - $11.1M
|
151K
$9.05M
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
136K+ 7.25% |
$8.28M - $9.99M
|
2.01M
$121M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
127K+ 4.96% |
$7.72M - $9.32M
|
2.68M
$161M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
119K+ 85.59% |
$7.29M - $8.8M
|
259K
$15.6M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
88.1KNew |
$5.38M - $6.49M
|
88.1K
$5.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
86.5KNew |
$5.28M - $6.37M
|
86.5K
$5.2M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
74.4K+ 667.29% |
$4.54M - $5.48M
|
85.5K
$5.14M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
72.8K+ 926.0% |
$4.44M - $5.36M
|
80.7K
$4.85M
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
72.5K+ 304.68% |
$4.42M - $5.34M
|
96.3K
$5.79M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65.8K+ 10.05% |
$4.02M - $4.85M
|
721K
$43.3M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
63.9K+ 47.68% |
$3.9M - $4.7M
|
198K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
63.7K+ 1045.74% |
$3.89M - $4.69M
|
69.8K
$4.2M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
58K+ 32.31% |
$3.54M - $4.27M
|
238K
$14.3M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
55.4KNew |
$3.38M - $4.08M
|
55.4K
$3.33M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
55K+ 22.11% |
$3.36M - $4.05M
|
304K
$18.3M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
53.6KNew |
$3.27M - $3.94M
|
53.6K
$3.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
52K+ 43.83% |
$3.17M - $3.83M
|
171K
$10.3M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
51.5K+ 41.95% |
$3.14M - $3.79M
|
174K
$10.5M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.9K+ 9.75% |
$3.1M - $3.75M
|
572K
$34.4M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
50.3KNew |
$3.07M - $3.71M
|
50.3K
$3.03M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$2.99M - $3.6M
|
48.9K
$2.94M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
44.6KNew |
$2.72M - $3.28M
|
44.6K
$2.68M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43.4K+ 11.93% |
$2.65M - $3.19M
|
407K
$24.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
41.5K+ 53.22% |
$2.53M - $3.05M
|
119K
$7.18M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
41.3K+ 2.71% |
$2.52M - $3.04M
|
1.57M
$94.3M
|
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
BUY
|
- |
39.3KNew |
$2.4M - $2.9M
|
39.3K
$2.36M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
36.8K+ 42.95% |
$2.25M - $2.71M
|
123K
$7.37M
|
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
36.7KNew |
$2.24M - $2.71M
|
36.7K
$2.21M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
36.5KNew |
$2.23M - $2.69M
|
36.5K
$2.19M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.2KNew |
$2.15M - $2.59M
|
35.2K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
34.9K+ 4.94% |
$2.13M - $2.57M
|
741K
$44.6M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
34.7K+ 3.41% |
$2.12M - $2.56M
|
1.05M
$63.3M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.9K+ 22.94% |
$2.07M - $2.5M
|
182K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
32.9K+ 10.19% |
$2.01M - $2.42M
|
356K
$21.4M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
32.7K+ 15.92% |
$1.99M - $2.41M
|
238K
$14.3M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
32.5K+ 191.05% |
$1.99M - $2.4M
|
49.6K
$2.98M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.1K+ 1.12% |
$1.96M - $2.36M
|
2.89M
$174M
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
31.3KNew |
$1.91M - $2.31M
|
31.3K
$1.88M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
31.2KNew |
$1.9M - $2.29M
|
31.2K
$1.87M
|