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 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.11K- 0.86% |
$373K - $450K
|
701K
$43.5M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.13K- 58.65% |
$374K - $452K
|
4.32K
$268K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.16K- 18.78% |
$376K - $454K
|
26.6K
$1.65M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.32KClosed |
$385K - $465K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.46KClosed |
$394K - $476K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-6.66KClosed |
$407K - $491K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.01KClosed |
$428K - $516K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.13K- 84.94% |
$435K - $525K
|
1.26K
$78.4K
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-7.2K- 15.53% |
$439K - $530K
|
39.1K
$2.43M
|
|
May 04, 2022
Q1 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-7.22K- 12.45% |
$441K - $532K
|
50.8K
$3.15M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7.32K- 12.79% |
$447K - $539K
|
49.9K
$3.1M
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.33KClosed |
$447K - $540K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-7.34K- 56.42% |
$448K - $540K
|
5.67K
$352K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.46KClosed |
$455K - $550K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.07K- 34.94% |
$492K - $594K
|
15K
$933K
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-8.15KClosed |
$497K - $600K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-8.49KClosed |
$518K - $625K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-8.5K- 50.78% |
$519K - $626K
|
8.24K
$511K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-8.88K- 18.95% |
$542K - $654K
|
38K
$2.36M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.41K- 8.04% |
$574K - $693K
|
108K
$6.68M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.58K- 13.6% |
$585K - $706K
|
60.9K
$3.78M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 5.61% |
$592K - $714K
|
163K
$10.1M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.78K- 23.71% |
$597K - $720K
|
31.5K
$1.95M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.9K- 9.26% |
$604K - $729K
|
97K
$6.02M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-9.91K- 40.69% |
$604K - $730K
|
14.4K
$896K
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$651K - $785K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-10.8KClosed |
$660K - $797K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.2K- 49.31% |
$683K - $824K
|
11.5K
$714K
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$686K - $828K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-11.3K- 65.54% |
$690K - $833K
|
5.95K
$369K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.5KClosed |
$699K - $843K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.2K- 8.73% |
$744K - $898K
|
127K
$7.91M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 24.56% |
$770K - $930K
|
38.8K
$2.41M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.6K- 31.85% |
$830K - $1M
|
29.1K
$1.81M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 37.0% |
$881K - $1.06M
|
24.6K
$1.53M
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-14.5K- 21.16% |
$886K - $1.07M
|
54.1K
$3.36M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.6K- 25.98% |
$888K - $1.07M
|
41.5K
$2.57M
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-14.6K- 65.7% |
$889K - $1.07M
|
7.61K
$472K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-14.9KClosed |
$910K - $1.1M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15.3K- 5.03% |
$932K - $1.12M
|
288K
$17.9M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-15.5K- 61.96% |
$945K - $1.14M
|
9.51K
$590K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-16.7K- 28.31% |
$1.02M - $1.23M
|
42.2K
$2.62M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-17.5KClosed |
$1.07M - $1.29M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-17.8K- 3.95% |
$1.09M - $1.31M
|
433K
$26.9M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-17.9K- 39.94% |
$1.09M - $1.32M
|
26.9K
$1.67M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-19K- 84.43% |
$1.16M - $1.4M
|
3.5K
$217K
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-19K- 67.39% |
$1.16M - $1.4M
|
9.18K
$570K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.2K- 5.41% |
$1.17M - $1.41M
|
335K
$20.8M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.3KClosed |
$1.18M - $1.42M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20.2K- 38.25% |
$1.23M - $1.48M
|
32.5K
$2.02M
|