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 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94.9K- 27.05% |
$5.37M - $5.91M
|
256K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-123K- 46.5% |
$6.98M - $7.68M
|
142K
$8.54M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-124KClosed |
$7.03M - $7.74M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-125K- 4.42% |
$7.04M - $7.75M
|
2.7M
$162M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-126K- 5.46% |
$7.1M - $7.82M
|
2.18M
$131M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-126K- 32.71% |
$7.12M - $7.83M
|
259K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-168K- 3.14% |
$9.49M - $10.4M
|
5.19M
$312M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-225K- 26.58% |
$12.7M - $14M
|
621K
$37.3M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-229K- 53.04% |
$12.9M - $14.2M
|
203K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-260K- 10.96% |
$14.7M - $16.1M
|
2.11M
$127M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-988K- 11.19% |
$55.9M - $61.5M
|
7.84M
$471M
|
|
|
May 02, 2023
Q1 2023
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-1.21M- 55.8% |
$68.6M - $75.5M
|
961K
$57.8M
|