Purchases and Sales Made in Q1 2023 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 2023. 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 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.27K- 16.5% |
$128K - $141K
|
11.5K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.36K- 12.96% |
$133K - $147K
|
15.8K
$951K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.41K- 2.97% |
$136K - $150K
|
78.9K
$4.74M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.43K- 6.11% |
$137K - $151K
|
37.3K
$2.24M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-2.47K- 32.1% |
$140K - $154K
|
5.23K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.65K- 14.85% |
$150K - $165K
|
15.2K
$914K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-2.83K- 0.66% |
$160K - $176K
|
425K
$25.6M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.83K- 3.5% |
$160K - $176K
|
78.1K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.83K- 38.72% |
$160K - $176K
|
4.48K
$270K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.85K- 7.94% |
$161K - $177K
|
33K
$1.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.99K- 41.37% |
$169K - $186K
|
4.23K
$254K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.14K- 1.41% |
$178K - $195K
|
220K
$13.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.16K- 5.71% |
$179K - $197K
|
52.2K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.21K- 6.31% |
$182K - $200K
|
47.7K
$2.87M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.29K- 82.68% |
$186K - $205K
|
689
$41.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.3K- 9.53% |
$186K - $205K
|
31.3K
$1.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-3.34K- 5.11% |
$189K - $208K
|
62.2K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.37K- 36.34% |
$191K - $210K
|
5.91K
$355K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.44K- 26.63% |
$195K - $214K
|
9.49K
$570K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.7K- 36.27% |
$209K - $230K
|
6.5K
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.73K- 57.25% |
$211K - $232K
|
2.78K
$167K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.76K- 4.51% |
$213K - $234K
|
79.6K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.77K- 13.5% |
$213K - $234K
|
24.1K
$1.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 2.03% |
$217K - $239K
|
186K
$11.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.06K- 6.13% |
$229K - $252K
|
62.1K
$3.74M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.11K- 8.13% |
$232K - $256K
|
46.4K
$2.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.11K- 25.45% |
$233K - $256K
|
12.1K
$725K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-4.28K- 2.06% |
$242K - $266K
|
203K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-4.3K- 14.44% |
$243K - $268K
|
25.5K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.32K- 4.53% |
$244K - $269K
|
91K
$5.47M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 9.46% |
$245K - $270K
|
41.5K
$2.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.34KClosed |
$245K - $270K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.37K- 6.73% |
$247K - $272K
|
60.6K
$3.64M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.39K- 15.38% |
$248K - $273K
|
24.1K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.39K- 4.77% |
$248K - $273K
|
87.7K
$5.27M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.5K- 3.68% |
$255K - $280K
|
118K
$7.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.83K- 60.12% |
$273K - $300K
|
3.2K
$192K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.07K- 16.93% |
$287K - $316K
|
24.9K
$1.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.1K- 2.6% |
$288K - $317K
|
191K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.27K- 3.59% |
$298K - $328K
|
141K
$8.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-5.28K- 5.0% |
$298K - $329K
|
100K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.35K- 4.52% |
$302K - $333K
|
113K
$6.8M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-5.39K- 39.15% |
$304K - $335K
|
8.37K
$503K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.5K- 8.4% |
$311K - $342K
|
59.9K
$3.6M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.92K- 98.13% |
$334K - $368K
|
113
$6.79K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.08K- 62.98% |
$344K - $378K
|
3.58K
$215K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6.24K- 9.03% |
$352K - $388K
|
62.8K
$3.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-6.35K- 9.61% |
$359K - $395K
|
59.7K
$3.59M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-6.4K- 30.88% |
$362K - $398K
|
14.3K
$862K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-6.47K- 9.17% |
$366K - $402K
|
64.1K
$3.85M
|