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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 16.07% |
$113K - $125K
|
14.5K
$869K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.98K+ 26.44% |
$112K - $123K
|
9.46K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.87K+ 1163.98% |
$106K - $117K
|
2.04K
$122K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.86K+ 3.62% |
$105K - $115K
|
53.2K
$3.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.8K+ 4.06% |
$102K - $112K
|
46.2K
$2.78M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78KNew |
$100K - $111K
|
1.78K
$107K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.7K+ 28.67% |
$96.2K - $106K
|
7.64K
$459K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.67K+ 7.27% |
$94.4K - $104K
|
24.6K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.66K+ 8.48% |
$93.8K - $103K
|
21.2K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.56K+ 0.62% |
$87.9K - $96.8K
|
254K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.52K+ 9.78% |
$85.8K - $94.4K
|
17K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
BUY
|
- |
1.28K+ 2.39% |
$72.2K - $79.5K
|
54.7K
$3.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.19K+ 2.4% |
$67.4K - $74.2K
|
50.9K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.19K+ 1.86% |
$67.1K - $73.9K
|
65K
$3.91M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.14K+ 2.25% |
$64.4K - $70.9K
|
51.8K
$3.11M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.11K+ 6.16% |
$62.7K - $69K
|
19.1K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1.11K+ 3.54% |
$62.5K - $68.8K
|
32.3K
$1.94M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.08K+ 13.0% |
$61.3K - $67.4K
|
9.43K
$567K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.05K+ 6.29% |
$59.6K - $65.6K
|
17.8K
$1.07M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.05KNew |
$59.4K - $65.3K
|
1.05K
$63.1K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.04K+ 103900.0% |
$58.7K - $64.6K
|
1.04K
$62.5K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.03K+ 0.35% |
$58.5K - $64.3K
|
295K
$17.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 2.87% |
$58.2K - $64.1K
|
36.9K
$2.22M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.01K+ 9.4% |
$57.3K - $63.1K
|
11.8K
$710K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
983+ 98.6% |
$55.6K - $61.2K
|
1.98K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
967New |
$54.7K - $60.2K
|
967
$58.1K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
930+ 144.86% |
$52.6K - $57.9K
|
1.57K
$94.5K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
922+ 6.59% |
$52.1K - $57.4K
|
14.9K
$897K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
908New |
$51.3K - $56.5K
|
908
$54.6K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
887New |
$50.1K - $55.2K
|
887
$53.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
876+ 6.33% |
$49.5K - $54.5K
|
14.7K
$884K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
862+ 1.15% |
$48.7K - $53.6K
|
75.9K
$4.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
852+ 2.31% |
$48.2K - $53K
|
37.7K
$2.27M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
837+ 10.36% |
$47.3K - $52.1K
|
8.92K
$536K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
820+ 6.58% |
$46.4K - $51K
|
13.3K
$798K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
801+ 15.33% |
$45.3K - $49.8K
|
6.03K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
786+ 1.79% |
$44.4K - $48.9K
|
44.7K
$2.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
780New |
$44.1K - $48.5K
|
780
$46.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
777+ 1585.71% |
$43.9K - $48.3K
|
826
$49.7K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
762+ 0.54% |
$43.1K - $47.4K
|
142K
$8.52M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
748+ 2.66% |
$42.3K - $46.5K
|
28.9K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
740+ 23.94% |
$41.8K - $46K
|
3.83K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
708+ 4.67% |
$40K - $44.1K
|
15.9K
$953K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
708+ 4.67% |
$40K - $44.1K
|
15.9K
$953K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
707+ 3.26% |
$40K - $44K
|
22.4K
$1.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
698New |
$39.5K - $43.4K
|
698
$42K
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
698+ 1.91% |
$39.5K - $43.4K
|
37.2K
$2.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
680+ 244.6% |
$38.4K - $42.3K
|
958
$57.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
676+ 0.64% |
$38.2K - $42.1K
|
107K
$6.41M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
646+ 11.17% |
$36.5K - $40.2K
|
6.43K
$387K
|