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
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
17+ 14.29% |
$1.04K - $1.25K
|
136
$8.44K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 1.07% |
$915 - $1.1K
|
1.42K
$88.2K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12+ 0.14% |
$732 - $884
|
8.54K
$530K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 2.39% |
$671 - $810
|
471
$29.2K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
9+ 0.68% |
$549 - $663
|
1.33K
$82.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.04% |
$244 - $295
|
10.6K
$656K
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.01% |
$244 - $295
|
53.7K
$3.33M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.05% |
$183 - $221
|
6.46K
$401K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.04% |
$183 - $221
|
8.36K
$519K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.02% |
$183 - $221
|
18.4K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3+ 0.08% |
$183 - $221
|
3.7K
$230K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.07% |
$183 - $221
|
4.04K
$251K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.06% |
$122 - $147
|
3.17K
$197K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$122 - $147
|
10.9K
$676K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.35% |
$122 - $147
|
574
$35.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$61 - $73.7
|
12.5K
$775K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$61 - $73.7
|
11.6K
$717K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.27% |
$61 - $73.7
|
372
$23.1K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.33% |
$61 - $73.7
|
303
$18.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$61 - $73.7
|
7.16K
$445K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.71% |
$61 - $73.7
|
142
$8.81K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$61 - $73.7
|
4.29K
$266K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 1.41% |
$61 - $73.7
|
70
$4.34K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4- 0.03% |
$244 - $295
|
12.2K
$758K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-8- 0.03% |
$488 - $589
|
26.9K
$1.67M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-9- 0.05% |
$549 - $663
|
18.5K
$1.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10Closed |
$610 - $737
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11- 0.07% |
$671 - $810
|
16.6K
$1.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-17- 0.48% |
$1.04K - $1.25K
|
3.49K
$217K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 0.66% |
$1.16K - $1.4K
|
2.85K
$177K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-23- 4.39% |
$1.4K - $1.69K
|
501
$31.1K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-24- 0.69% |
$1.46K - $1.77K
|
3.43K
$213K
|
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-25- 0.32% |
$1.53K - $1.84K
|
7.67K
$476K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28- 0.04% |
$1.71K - $2.06K
|
79.1K
$4.91M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-30Closed |
$1.83K - $2.21K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-31- 9.37% |
$1.89K - $2.28K
|
300
$18.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-34- 5.48% |
$2.07K - $2.5K
|
587
$36.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-38Closed |
$2.32K - $2.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-39- 0.06% |
$2.38K - $2.87K
|
70.3K
$4.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-42Closed |
$2.56K - $3.09K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-42Closed |
$2.56K - $3.09K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43Closed |
$2.62K - $3.17K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-43Closed |
$2.62K - $3.17K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-47Closed |
$2.87K - $3.46K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-47- 0.17% |
$2.87K - $3.46K
|
27.2K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-54Closed |
$3.29K - $3.98K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-55- 10.22% |
$3.36K - $4.05K
|
483
$30K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-58- 0.14% |
$3.54K - $4.27K
|
40.9K
$2.54M
|