Purchases and Sales Made in Q1 2022 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

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
Stifel Financial Corp

St. Louis, MO
BUY
 -
29.9K
+ 20.48%
$1.83M - $2.21M
176K $10.9M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
28.7K
+ 6.46%
$1.75M - $2.12M
474K $29.4M
May 09, 2022 Q1 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
28.3K
+ 11.46%
$1.73M - $2.08M
275K $17.1M
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
27.3K
+ 3.0%
$1.67M - $2.01M
938K $58.2M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
27.2K
+ 0.95%
$1.66M - $2M
2.89M $179M
May 06, 2022 Q1 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
27K
New
$1.65M - $1.99M
27K $1.68M
May 18, 2022 Q1 2022
Ifg Advisors, LLC

BUY
 -
26.4K
+ 756.13%
$1.61M - $1.95M
29.9K $1.86M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
26.3K
+ 7.37%
$1.6M - $1.94M
383K $23.8M
May 11, 2022 Q1 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
25.3K
+ 32.48%
$1.55M - $1.87M
103K $6.41M
May 05, 2022 Q1 2022
Falcon Wealth Planning

BUY
 -
22K
+ 16.65%
$1.34M - $1.62M
154K $9.57M
May 04, 2022 Q1 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
21.9K
New
$1.34M - $1.62M
21.9K $1.36M
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
21.9K
+ 40.52%
$1.34M - $1.61M
76K $4.72M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
21.5K
+ 7.1%
$1.31M - $1.58M
324K $20.1M
May 04, 2022 Q1 2022
Victory Capital Management Inc

BUY
 -
20K
+ 332.15%
$1.22M - $1.47M
26K $1.62M
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
19.9K
+ 9.98%
$1.21M - $1.46M
219K $13.6M
May 13, 2022 Q1 2022
First Western Trust Bank

Denver, CO
BUY
 -
19.8K
New
$1.21M - $1.46M
19.8K $1.23M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
19.4K
New
$1.19M - $1.43M
19.4K $1.21M
May 09, 2022 Q1 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
19.2K
New
$1.17M - $1.41M
19.2K $1.19M
May 13, 2022 Q1 2022
Total Wealth Planning, LLC

BUY
 -
19.2K
New
$1.17M - $1.41M
19.2K $1.19M
May 16, 2022 Q1 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
18.9K
+ 8.86%
$1.15M - $1.39M
232K $14.4M
May 04, 2022 Q1 2022
Trellis Advisors, LLC

BUY
 -
18.7K
+ 15.6%
$1.14M - $1.38M
139K $8.6M
May 05, 2022 Q1 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
18.6K
+ 3.26%
$1.14M - $1.37M
591K $36.7M
Apr 11, 2022 Q1 2022
Stone Asset Management Inc.

BUY
 -
17.9K
+ 16.6%
$1.09M - $1.32M
126K $7.81M
Apr 13, 2022 Q1 2022
Investors Research Corp

BUY
 -
17.9K
+ 36.26%
$1.09M - $1.32M
67.1K $4.17M
May 06, 2022 Q1 2022
Acuitas Investments, LLC

BUY
 -
17.7K
New
$1.08M - $1.3M
17.7K $1.1M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.3K
+ 6.11%
$1.05M - $1.27M
300K $18.6M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
17.2K
+ 10.45%
$1.05M - $1.27M
182K $11.3M
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
17.2K
+ 8.39%
$1.05M - $1.26M
222K $13.8M
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
16.9K
New
$1.03M - $1.24M
16.9K $1.05M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
16.8K
+ 3.78%
$1.02M - $1.24M
461K $28.6M
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
16.2K
+ 270.9%
$986K - $1.19M
22.1K $1.37M
May 17, 2022 Q1 2022
Wealth Architects, LLC

BUY
 -
15.8K
+ 10.04%
$962K - $1.16M
173K $10.7M
Apr 27, 2022 Q1 2022
American Financial Advisors, LLC

BUY
 -
15.7K
+ 3.48%
$960K - $1.16M
468K $29M
Apr 14, 2022 Q1 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
BUY
 -
15.7K
New
$956K - $1.15M
15.7K $973K
Apr 28, 2022 Q1 2022
Brand Asset Management Group, Inc.

BUY
 -
15.6K
+ 7.16%
$954K - $1.15M
234K $14.5M
May 13, 2022 Q1 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
15.2K
+ 359.57%
$926K - $1.12M
19.4K $1.2M
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
15.1K
+ 7.0%
$919K - $1.11M
230K $14.3M
May 05, 2022 Q1 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
14.2K
+ 25.04%
$863K - $1.04M
70.7K $4.38M
Apr 18, 2022 Q1 2022
Aletheian Wealth Advisors LLC

BUY
 -
14K
New
$857K - $1.03M
14K $872K
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

BUY
 -
13.1K
+ 6.64%
$797K - $963K
210K $13M
May 12, 2022 Q1 2022
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
12.6K
+ 6.76%
$769K - $928K
199K $12.4M
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
12.2K
+ 134.09%
$745K - $900K
21.3K $1.32M
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
12.1K
+ 9.4%
$739K - $892K
141K $8.75M
May 13, 2022 Q1 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
11.6K
+ 2.0%
$708K - $855K
593K $36.8M
Apr 13, 2022 Q1 2022
Abacus Planning Group, Inc.

BUY
 -
11.4K
+ 34.89%
$694K - $838K
44K $2.73M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
11.3K
+ 5.49%
$691K - $834K
217K $13.5M
Apr 25, 2022 Q1 2022
Omega Financial Group, LLC

BUY
 -
10.8K
+ 15.43%
$658K - $794K
80.7K $5.01M
Apr 27, 2022 Q1 2022
Bank Of Stockton

BUY
 -
10.5K
+ 8.14%
$642K - $775K
140K $8.68M
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
10.5K
+ 1.76%
$638K - $770K
607K $37.6M

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