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 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-708- 11.68% |
$40K - $44.1K
|
5.35K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-717- 10.84% |
$40.5K - $44.6K
|
5.9K
$355K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-758- 8.69% |
$42.8K - $47.2K
|
7.97K
$479K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-783- 2.51% |
$44.3K - $48.7K
|
30.4K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-793- 2.25% |
$44.8K - $49.3K
|
34.5K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-815- 28.34% |
$46.1K - $50.7K
|
2.06K
$124K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-823- 0.39% |
$46.5K - $51.2K
|
208K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-899- 4.06% |
$50.8K - $55.9K
|
21.2K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-941- 2.83% |
$53.2K - $58.5K
|
32.3K
$1.95M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-947- 20.92% |
$53.5K - $58.9K
|
3.58K
$215K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-962- 13.72% |
$54.4K - $59.9K
|
6.05K
$364K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-971- 6.29% |
$54.9K - $60.4K
|
14.5K
$869K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-977- 3.69% |
$55.2K - $60.8K
|
25.5K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-990- 1.82% |
$56K - $61.6K
|
53.3K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-995- 95.31% |
$56.2K - $61.9K
|
49
$2.95K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1KClosed |
$56.5K - $62.2K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.07K- 2.01% |
$60.5K - $66.6K
|
52.2K
$3.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.1K- 1.66% |
$62.2K - $68.4K
|
65.2K
$3.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.12K- 36.2% |
$63.1K - $69.4K
|
1.97K
$118K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.13K- 5.2% |
$63.9K - $70.4K
|
20.6K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.14K- 13.28% |
$64.4K - $70.9K
|
7.44K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 3.45% |
$65.7K - $72.4K
|
32.6K
$1.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.2K- 4.54% |
$68K - $74.9K
|
25.3K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.22K- 9.77% |
$68.9K - $75.8K
|
11.3K
$677K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.26K- 14.59% |
$71.4K - $78.6K
|
7.39K
$445K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.35K- 9.72% |
$76K - $83.7K
|
12.5K
$751K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.35K- 8.24% |
$76.5K - $84.2K
|
15.1K
$906K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.4K- 0.78% |
$79.1K - $87K
|
178K
$10.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.4K- 1.64% |
$79.2K - $87.2K
|
84K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.54K- 2.48% |
$87K - $95.8K
|
60.4K
$3.63M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.55K- 1.96% |
$87.5K - $96.3K
|
77.5K
$4.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.55K- 66.44% |
$87.7K - $96.6K
|
784
$47.1K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.59K- 2.89% |
$89.7K - $98.7K
|
53.3K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.6K- 3.47% |
$90.3K - $99.4K
|
44.5K
$2.68M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.62K- 1.22% |
$91.3K - $100K
|
131K
$7.87M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.66K- 9.36% |
$93.8K - $103K
|
16.1K
$967K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.72K- 12.88% |
$97.1K - $107K
|
11.6K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.74K- 1.98% |
$98.1K - $108K
|
85.8K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.76K- 2.84% |
$99.5K - $110K
|
60.2K
$3.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 2.36% |
$101K - $111K
|
74K
$4.45M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.85K- 4.56% |
$105K - $115K
|
38.8K
$2.33M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.86K- 20.29% |
$105K - $116K
|
7.31K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.88K- 35.03% |
$106K - $117K
|
3.48K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.93K- 3.46% |
$109K - $120K
|
53.8K
$3.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.02K- 10.33% |
$114K - $126K
|
17.5K
$1.05M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 35.16% |
$118K - $130K
|
3.84K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.12K- 19.59% |
$120K - $132K
|
8.71K
$524K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.15K- 17.19% |
$122K - $134K
|
10.4K
$623K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.17K- 55.02% |
$123K - $135K
|
1.78K
$107K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.22K- 0.37% |
$126K - $138K
|
591K
$35.6M
|