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 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-345- 0.86% |
$21K - $25.4K
|
39.9K
$2.48M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-347- 2.2% |
$21.2K - $25.6K
|
15.5K
$959K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-350- 7.58% |
$21.4K - $25.8K
|
4.27K
$265K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-356- 4.4% |
$21.7K - $26.2K
|
7.73K
$480K
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-385- 6.8% |
$23.5K - $28.4K
|
5.28K
$327K
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-406- 0.68% |
$24.8K - $29.9K
|
58.9K
$3.65M
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-406- 0.65% |
$24.8K - $29.9K
|
61.7K
$3.83M
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-409- 9.28% |
$25K - $30.1K
|
4K
$248K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-412- 2.4% |
$25.1K - $30.3K
|
16.8K
$1.04M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-431- 18.47% |
$26.3K - $31.7K
|
1.9K
$118K
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-445- 2.56% |
$27.1K - $32.8K
|
16.9K
$1.05M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-446- 12.52% |
$27.2K - $32.8K
|
3.12K
$193K
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-465- 2.7% |
$28.4K - $34.2K
|
16.7K
$1.04M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-465- 11.19% |
$28.4K - $34.2K
|
3.69K
$229K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-474- 7.3% |
$28.9K - $34.9K
|
6.02K
$374K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-475- 3.88% |
$29K - $35K
|
11.8K
$731K
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-479- 6.26% |
$29.2K - $35.3K
|
7.18K
$445K
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-503Closed |
$30.7K - $37K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-531- 3.38% |
$32.4K - $39.1K
|
15.2K
$942K
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-550Closed |
$33.6K - $40.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-554- 5.52% |
$33.8K - $40.8K
|
9.48K
$588K
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-605- 15.27% |
$36.9K - $44.6K
|
3.36K
$208K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-608- 2.83% |
$37.1K - $44.8K
|
20.9K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-608Closed |
$37.1K - $44.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-615- 0.83% |
$37.5K - $45.3K
|
73.1K
$4.54M
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-643- 1.85% |
$39.2K - $47.4K
|
34.2K
$2.12M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-650- 3.31% |
$39.7K - $47.9K
|
19K
$1.18M
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-653- 17.47% |
$39.8K - $48.1K
|
3.09K
$191K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-677- 22.74% |
$41.3K - $49.9K
|
2.3K
$143K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-687- 5.99% |
$41.9K - $50.6K
|
10.8K
$669K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-688- 0.7% |
$42K - $50.7K
|
98.1K
$6.09M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-714- 8.29% |
$43.6K - $52.6K
|
7.9K
$490K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-761- 2.22% |
$46.4K - $56K
|
33.6K
$2.08M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-761- 9.27% |
$46.4K - $56K
|
7.45K
$462K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-781- 12.3% |
$47.6K - $57.5K
|
5.57K
$346K
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-796- 1.1% |
$48.6K - $58.6K
|
71.5K
$4.44M
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-816- 21.05% |
$49.8K - $60.1K
|
3.06K
$190K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-876- 5.62% |
$53.4K - $64.5K
|
14.7K
$913K
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-880- 4.94% |
$53.7K - $64.8K
|
17K
$1.05M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-936Closed |
$57.1K - $68.9K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-946- 2.69% |
$57.7K - $69.7K
|
34.2K
$2.12M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-993- 1.02% |
$60.6K - $73.1K
|
96.6K
$6M
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1KClosed |
$61.1K - $73.7K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.01K- 16.55% |
$61.3K - $74K
|
5.07K
$314K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.03K- 14.18% |
$63K - $76K
|
6.25K
$388K
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.05K- 24.92% |
$64.1K - $77.4K
|
3.17K
$196K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.09K- 3.7% |
$66.4K - $80.2K
|
28.4K
$1.76M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.09K- 7.29% |
$66.4K - $80.2K
|
13.9K
$860K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.12K- 0.88% |
$68.1K - $82.3K
|
126K
$7.79M
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 1.66% |
$68.3K - $82.4K
|
66.2K
$4.11M
|