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 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-230- 2.52% |
$13K - $14.3K
|
8.9K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-235- 2.0% |
$13.3K - $14.6K
|
11.5K
$693K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-245- 4.93% |
$13.8K - $15.2K
|
4.73K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-248- 0.44% |
$14K - $15.4K
|
55.8K
$3.35M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-249- 99.6% |
$14.1K - $15.5K
|
1
$60.1
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-251- 63.54% |
$14.2K - $15.6K
|
144
$8.66K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-260- 2.02% |
$14.7K - $16.2K
|
12.6K
$760K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-262- 69.5% |
$14.8K - $16.3K
|
115
$6.91K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-272- 5.14% |
$15.4K - $16.9K
|
5.02K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-289- 2.64% |
$16.3K - $18K
|
10.6K
$640K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-300- 18.34% |
$17K - $18.7K
|
1.34K
$80.3K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-323- 2.36% |
$18.3K - $20.1K
|
13.4K
$804K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-328- 2.89% |
$18.5K - $20.4K
|
11K
$664K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-330- 3.85% |
$18.7K - $20.5K
|
8.25K
$496K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-336- 1.99% |
$19K - $20.9K
|
16.5K
$994K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-343- 2.41% |
$19.4K - $21.3K
|
13.9K
$835K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-347- 0.76% |
$19.6K - $21.6K
|
45.6K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-350- 1.08% |
$19.8K - $21.8K
|
32.2K
$1.94M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-355- 3.13% |
$20.1K - $22.1K
|
11K
$661K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-384- 20.86% |
$21.7K - $23.9K
|
1.46K
$87.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-387- 8.63% |
$21.9K - $24.1K
|
4.1K
$246K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-390- 2.35% |
$22K - $24.3K
|
16.2K
$976K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-396- 2.43% |
$22.4K - $24.6K
|
15.9K
$958K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-396- 2.43% |
$22.4K - $24.6K
|
15.9K
$958K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-400- 0.46% |
$22.6K - $24.9K
|
87K
$5.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-409- 66.4% |
$23.1K - $25.4K
|
207
$12.4K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-413- 88.63% |
$23.3K - $25.7K
|
53
$3.19K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-419- 7.38% |
$23.7K - $26.1K
|
5.26K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-432- 3.31% |
$24.4K - $26.9K
|
12.6K
$759K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-457- 9.15% |
$25.8K - $28.4K
|
4.54K
$273K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-458- 0.38% |
$25.9K - $28.5K
|
120K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-468- 94.74% |
$26.5K - $29.1K
|
26
$1.56K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-470- 1.25% |
$26.6K - $29.2K
|
37.2K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-474- 3.91% |
$26.8K - $29.5K
|
11.7K
$701K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-484- 1.49% |
$27.4K - $30.1K
|
31.9K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-508- 19.35% |
$28.7K - $31.6K
|
2.12K
$127K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-522- 3.09% |
$29.5K - $32.5K
|
16.4K
$985K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-524- 12.67% |
$29.6K - $32.6K
|
3.61K
$217K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-530- 7.35% |
$30K - $33K
|
6.68K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-537- 8.52% |
$30.4K - $33.4K
|
5.76K
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-584- 3.94% |
$33K - $36.3K
|
14.2K
$857K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-596- 6.81% |
$33.7K - $37.1K
|
8.16K
$491K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-608- 66.89% |
$34.4K - $37.8K
|
301
$18.1K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-608- 5.08% |
$34.4K - $37.8K
|
11.4K
$682K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-615- 4.48% |
$34.8K - $38.3K
|
13.1K
$789K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-640- 0.52% |
$36.2K - $39.8K
|
124K
$7.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-650- 11.76% |
$36.7K - $40.4K
|
4.88K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-650- 3.34% |
$36.7K - $40.4K
|
18.8K
$1.13M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-663- 0.54% |
$37.5K - $41.3K
|
122K
$7.32M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-684- 7.24% |
$38.7K - $42.6K
|
8.76K
$527K
|