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 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.81KClosed |
$171K - $207K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.81KClosed |
$171K - $207K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.82KClosed |
$172K - $208K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.84KClosed |
$173K - $209K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.84KClosed |
$173K - $209K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.89KClosed |
$176K - $213K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-2.9KClosed |
$177K - $213K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-2.92K- 0.86% |
$178K - $215K
|
337K
$20.9M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.92K- 25.62% |
$178K - $215K
|
8.47K
$526K
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-2.98KClosed |
$182K - $219K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.04KClosed |
$185K - $224K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.08KClosed |
$188K - $227K
|
0
$0
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.12K- 9.56% |
$191K - $230K
|
29.5K
$1.83M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.19K- 42.63% |
$194K - $235K
|
4.29K
$266K
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.2K- 25.23% |
$195K - $236K
|
9.49K
$589K
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.31K- 8.2% |
$202K - $244K
|
37.1K
$2.3M
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-3.32K- 23.53% |
$202K - $244K
|
10.8K
$669K
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.37K- 3.08% |
$205K - $248K
|
106K
$6.56M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-3.51K- 30.51% |
$214K - $258K
|
7.98K
$495K
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.56K- 32.69% |
$217K - $262K
|
7.33K
$455K
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.75KClosed |
$229K - $276K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.8K- 3.31% |
$232K - $280K
|
111K
$6.9M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.86KClosed |
$235K - $284K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.88KClosed |
$237K - $286K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.9K- 32.22% |
$238K - $288K
|
8.21K
$510K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.95K- 7.5% |
$241K - $291K
|
48.7K
$3.02M
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.96KClosed |
$241K - $291K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.98KClosed |
$243K - $293K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.07KClosed |
$248K - $300K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-4.08KClosed |
$249K - $300K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.1K- 88.05% |
$250K - $302K
|
556
$34.5K
|
|
Feb 14, 2023
Q1 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-4.26KClosed |
$260K - $314K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-4.33K- 3.44% |
$264K - $319K
|
122K
$7.55M
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-4.35KClosed |
$266K - $321K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.4K- 4.85% |
$269K - $324K
|
86.4K
$5.36M
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.46K- 40.62% |
$272K - $328K
|
6.52K
$405K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.47KClosed |
$272K - $329K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.49K- 93.36% |
$274K - $330K
|
319
$19.8K
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.73K- 12.52% |
$289K - $348K
|
33K
$2.05M
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.77KClosed |
$291K - $351K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-4.81KClosed |
$294K - $354K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.87K- 46.83% |
$297K - $358K
|
5.53K
$343K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5K- 23.62% |
$305K - $368K
|
16.2K
$1M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-5KClosed |
$305K - $368K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.31K- 6.65% |
$324K - $391K
|
74.5K
$4.62M
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.34KClosed |
$326K - $393K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-5.36KClosed |
$327K - $395K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.78K- 10.45% |
$352K - $425K
|
49.5K
$3.07M
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6KClosed |
$366K - $442K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6K- 14.41% |
$366K - $442K
|
35.6K
$2.21M
|