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 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.16K- 5.11% |
$70.8K - $85.4K
|
21.5K
$1.34M
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.3K- 1.33% |
$79K - $95.4K
|
96K
$5.96M
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.3K- 7.27% |
$79K - $95.4K
|
16.5K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 2.19% |
$79.6K - $96.1K
|
58.2K
$3.61M
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.31K- 18.42% |
$80K - $96.6K
|
5.81K
$360K
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.35KClosed |
$82.4K - $99.4K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.35K- 3.27% |
$82.4K - $99.4K
|
39.9K
$2.48M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.39K- 11.38% |
$84.7K - $102K
|
10.8K
$671K
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.41K- 5.14% |
$86K - $104K
|
26K
$1.61M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.46K- 46.15% |
$88.9K - $107K
|
1.7K
$106K
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.47K- 22.45% |
$89.8K - $108K
|
5.09K
$316K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.48K- 14.26% |
$90K - $109K
|
8.87K
$550K
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.49K- 26.61% |
$91K - $110K
|
4.12K
$255K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.51K- 52.06% |
$91.9K - $111K
|
1.39K
$86.1K
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.57K- 22.22% |
$95.5K - $115K
|
5.48K
$340K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.58K- 7.84% |
$96.1K - $116K
|
18.5K
$1.15M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.62K- 1.39% |
$98.6K - $119K
|
114K
$7.1M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.66K- 1.04% |
$101K - $122K
|
158K
$9.78M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.7K- 1.83% |
$103K - $125K
|
90.8K
$5.63M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.74K- 19.93% |
$106K - $128K
|
6.98K
$433K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.76KClosed |
$107K - $130K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.8K- 1.53% |
$110K - $132K
|
116K
$7.18M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.96K- 0.76% |
$120K - $145K
|
257K
$15.9M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.98K- 83.59% |
$121K - $146K
|
388
$24.1K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-2.03KClosed |
$124K - $149K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.04K- 5.18% |
$124K - $150K
|
37.4K
$2.32M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 92.25% |
$126K - $152K
|
173
$10.7K
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.1K- 2.69% |
$128K - $155K
|
76K
$4.72M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 90.91% |
$132K - $159K
|
216
$13.4K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 2.3% |
$134K - $162K
|
93.6K
$5.81M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.2K- 2.3% |
$134K - $162K
|
93.6K
$5.81M
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.25KClosed |
$137K - $166K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-2.25K- 38.4% |
$138K - $166K
|
3.62K
$224K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.29KClosed |
$139K - $168K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.3K- 23.64% |
$140K - $169K
|
7.43K
$461K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.33K- 23.16% |
$142K - $172K
|
7.74K
$480K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.35K- 31.23% |
$143K - $173K
|
5.18K
$321K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.39K- 1.82% |
$146K - $176K
|
129K
$7.99M
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.46K- 17.97% |
$150K - $181K
|
11.2K
$697K
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.47K- 1.35% |
$151K - $182K
|
180K
$11.2M
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.48K- 2.96% |
$151K - $183K
|
81.5K
$5.06M
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-2.53K- 9.07% |
$154K - $186K
|
25.3K
$1.57M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.66K- 26.84% |
$162K - $196K
|
7.24K
$449K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.66K- 49.84% |
$162K - $196K
|
2.68K
$166K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.69K- 1.1% |
$164K - $198K
|
242K
$15M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.71K- 26.54% |
$165K - $199K
|
7.49K
$465K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 4.96% |
$166K - $201K
|
52.2K
$3.24M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.75KClosed |
$168K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-2.77KClosed |
$169K - $204K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.81K- 1.69% |
$171K - $207K
|
163K
$10.1M
|