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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
10.3K+ 21.11% |
$628K - $758K
|
59K
$3.66M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.5K+ 57.48% |
$580K - $700K
|
26K
$1.62M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.23K+ 15.03% |
$563K - $680K
|
70.7K
$4.39M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.86KNew |
$540K - $652K
|
8.86K
$550K
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
8.61K+ 28.73% |
$525K - $634K
|
38.6K
$2.39M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.5K+ 962.63% |
$519K - $626K
|
9.38K
$582K
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.49K+ 4.08% |
$518K - $625K
|
217K
$13.4M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
8.18KNew |
$499K - $602K
|
8.18K
$507K
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.18KNew |
$499K - $602K
|
8.18K
$507K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.79K+ 5.2% |
$475K - $573K
|
157K
$9.77M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.7K+ 8.13% |
$469K - $567K
|
102K
$6.35M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.33K+ 10.03% |
$447K - $540K
|
80.4K
$4.99M
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
BUY
|
- |
6.86K+ 7.47% |
$418K - $505K
|
98.7K
$6.12M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.69KNew |
$408K - $493K
|
6.69K
$415K
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
6.5KNew |
$396K - $478K
|
6.5K
$403K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.46K+ 5.37% |
$394K - $476K
|
127K
$7.86M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.31KNew |
$385K - $465K
|
6.31K
$392K
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.16K+ 4.22% |
$376K - $454K
|
152K
$9.45M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.09KNew |
$371K - $448K
|
6.09K
$378K
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.99KNew |
$366K - $441K
|
5.99K
$372K
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.97K+ 29.19% |
$364K - $440K
|
26.4K
$1.64M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
5.93K+ 110.07% |
$362K - $437K
|
11.3K
$703K
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.81KNew |
$355K - $428K
|
5.81K
$361K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
5.72K+ 27.06% |
$349K - $421K
|
26.9K
$1.67M
|
|
May 16, 2022
Q1 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.59K+ 38.84% |
$341K - $412K
|
20K
$1.24M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.54K+ 9.0% |
$338K - $408K
|
67.1K
$4.16M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
5.4K+ 5.55% |
$329K - $397K
|
103K
$6.37M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.32K+ 0.16% |
$325K - $392K
|
3.41M
$212M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.28K+ 7.26% |
$322K - $389K
|
78K
$4.84M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.21K+ 6.67% |
$318K - $384K
|
83.3K
$5.17M
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.17K+ 7.82% |
$315K - $381K
|
71.3K
$4.42M
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5.13K+ 18.52% |
$313K - $378K
|
32.8K
$2.04M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.08KNew |
$310K - $374K
|
5.08K
$315K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.05K+ 4.59% |
$308K - $372K
|
115K
$7.14M
|
|
May 11, 2022
Q1 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.02K+ 1.74% |
$306K - $369K
|
294K
$18.2M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.97K+ 48.98% |
$303K - $366K
|
15.1K
$938K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.81K+ 1.97% |
$293K - $354K
|
249K
$15.5M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.78K+ 23.1% |
$292K - $352K
|
25.5K
$1.58M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.77K+ 0.73% |
$291K - $351K
|
654K
$40.6M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.76KNew |
$291K - $351K
|
4.76K
$296K
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.72KNew |
$288K - $348K
|
4.72K
$293K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.65K+ 52.06% |
$283K - $342K
|
13.6K
$842K
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.64K+ 6.63% |
$283K - $342K
|
74.6K
$4.63M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.49K+ 1406.27% |
$274K - $330K
|
4.81K
$298K
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.44KNew |
$271K - $327K
|
4.44K
$276K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.39K+ 505.76% |
$268K - $323K
|
5.26K
$326K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.23KNew |
$258K - $312K
|
4.23K
$263K
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.18KNew |
$255K - $308K
|
4.18K
$260K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.15K+ 10.64% |
$253K - $305K
|
43.1K
$2.68M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.09K+ 34.81% |
$250K - $301K
|
15.8K
$983K
|