Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

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
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
159
+ 2.06%
$8.99K - $9.89K
7.88K $474K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
147
+ 25.57%
$8.31K - $9.15K
722 $43.4K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
146
+ 3.65%
$8.25K - $9.08K
4.15K $249K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
137
+ 2.47%
$7.74K - $8.52K
5.68K $342K
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
134
+ 2.33%
$7.58K - $8.34K
5.9K $355K
Apr 14, 2023 Q1 2023
Copeland Capital Management, LLC

BUY
 -
119
New
$6.73K - $7.4K
119 $7.16K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
106
+ 1.69%
$5.99K - $6.6K
6.38K $384K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
97
New
$5.48K - $6.04K
97 $5.83K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
94
+ 1.02%
$5.31K - $5.85K
9.29K $558K
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
92
+ 0.44%
$5.2K - $5.72K
20.9K $1.25M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
86
New
$4.86K - $5.35K
86 $5.17K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
74
+ 0.3%
$4.18K - $4.6K
25K $1.5M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
68
New
$3.84K - $4.23K
68 $4.09K
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
67
+ 0.47%
$3.79K - $4.17K
14.2K $856K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
BUY
 -
63
+ 88.73%
$3.56K - $3.92K
134 $8.06K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
62
+ 3.85%
$3.5K - $3.86K
1.67K $101K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
61
+ 0.87%
$3.45K - $3.8K
7.11K $428K
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
58
+ 0.11%
$3.28K - $3.61K
54.3K $3.27M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
58
+ 0.11%
$3.28K - $3.61K
54.3K $3.27M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
56
+ 1.5%
$3.17K - $3.48K
3.8K $228K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
49
New
$2.77K - $3.05K
49 $2.95K
May 09, 2023 Q1 2023
Motco

BUY
 -
48
New
$2.71K - $2.99K
48 $2.89K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

BUY
 -
47
+ 36.15%
$2.66K - $2.92K
177 $10.6K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
42
+ 7.45%
$2.37K - $2.61K
606 $36.4K
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
42
+ 1.03%
$2.37K - $2.61K
4.1K $247K
Apr 28, 2023 Q1 2023
Adirondack Trust CO

BUY
 -
35
New
$1.98K - $2.18K
35 $2.1K
Apr 18, 2023 Q1 2023
Fsc Wealth Advisors, LLC

BUY
 -
32
+ 22.22%
$1.81K - $1.99K
176 $10.6K
May 08, 2023 Q1 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
30
+ 0.06%
$1.7K - $1.87K
52K $3.13M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
28
+ 0.15%
$1.58K - $1.74K
18.8K $1.13M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
26
+ 3.15%
$1.47K - $1.62K
851 $51.2K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
23
+ 0.41%
$1.3K - $1.43K
5.65K $340K
May 15, 2023 Q1 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
21
+ 61.76%
$1.19K - $1.31K
55 $3.31K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
4
+ 0.05%
$226 - $249
8.41K $506K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
4
+ 400.0%
$226 - $249
5 $301
May 11, 2023 Q1 2023
Western Pacific Wealth Management, LP

BUY
 -
4
New
$226 - $249
4 $241
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1
New
$56.5 - $62.2
1 $60.1
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

SELL
 -
-1
- 1.61%
$56.5 - $62.2
61 $3.67K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

SELL
 -
-3
- 0.03%
$170 - $187
11.1K $665K
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

SELL
 -
-3
- 0.16%
$170 - $187
1.92K $116K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-6
- 2.34%
$339 - $373
250 $15K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

SELL
 -
-8
- 0.14%
$452 - $498
5.53K $332K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-14
Closed
$791 - $871
0 $0
Apr 20, 2023 Q1 2023
Accel Wealth Management

SELL
 -
-15
- 9.15%
$848 - $933
149 $8.96K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
SELL
 -
-17
- 0.07%
$961 - $1.06K
23.3K $1.4M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-19
- 0.27%
$1.07K - $1.18K
7.05K $424K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-21
Closed
$1.19K - $1.31K
0 $0
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-23
- 1.3%
$1.3K - $1.43K
1.74K $105K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-25
- 0.33%
$1.41K - $1.56K
7.5K $451K
Apr 10, 2023 Q1 2023
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-25
- 0.26%
$1.41K - $1.56K
9.76K $587K

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