Purchases and Sales Made in Q1 2024 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 2024. 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 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-9.61K- 26.63% |
$569K - $611K
|
26.5K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.4K- 19.1% |
$617K - $663K
|
44.2K
$2.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10.5K- 19.71% |
$621K - $667K
|
42.8K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.4K- 1.97% |
$674K - $724K
|
568K
$35.2M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-12.1K- 47.12% |
$718K - $772K
|
13.6K
$846K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.5K- 11.63% |
$738K - $793K
|
94.7K
$5.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12.7K- 45.42% |
$751K - $807K
|
15.3K
$947K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-13.1K- 1.44% |
$775K - $833K
|
897K
$55.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.1K- 15.2% |
$776K - $834K
|
73.1K
$4.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.6K- 36.04% |
$802K - $862K
|
24.1K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.7K- 4.34% |
$809K - $869K
|
302K
$18.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-13.9K- 55.92% |
$821K - $883K
|
10.9K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-14.3K- 49.9% |
$844K - $907K
|
14.3K
$889K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14.4K- 12.78% |
$849K - $913K
|
98K
$6.08M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.4K- 37.23% |
$853K - $917K
|
24.3K
$1.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-14.6K- 4.78% |
$862K - $926K
|
290K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.6K- 8.54% |
$863K - $927K
|
156K
$9.7M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.8K- 2.18% |
$873K - $939K
|
661K
$41M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14.8K- 7.01% |
$875K - $941K
|
196K
$12.2M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.7K- 57.4% |
$929K - $999K
|
11.7K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.9K- 19.28% |
$941K - $1.01M
|
66.6K
$4.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17.2K- 95.73% |
$1.02M - $1.09M
|
766
$47.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-17.2K- 2.76% |
$1.02M - $1.09M
|
606K
$37.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 1.63% |
$1.02M - $1.1M
|
1.05M
$64.9M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-22.9K- 18.16% |
$1.35M - $1.45M
|
103K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-24.2K- 15.56% |
$1.43M - $1.54M
|
132K
$8.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.5K- 23.14% |
$1.51M - $1.62M
|
84.6K
$5.25M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-28.2K- 32.49% |
$1.67M - $1.79M
|
58.6K
$3.64M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-28.4K- 12.04% |
$1.68M - $1.81M
|
208K
$12.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-29.3K- 89.62% |
$1.73M - $1.86M
|
3.39K
$210K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-29.3K- 6.92% |
$1.73M - $1.86M
|
393K
$24.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-32.1K- 7.32% |
$1.9M - $2.04M
|
406K
$25.2M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-32.1K- 56.18% |
$1.9M - $2.04M
|
25.1K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.3K- 12.01% |
$2.03M - $2.18M
|
251K
$15.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-35.4K- 55.01% |
$2.09M - $2.25M
|
29K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-42.7K- 50.7% |
$2.53M - $2.71M
|
41.5K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-43.1K- 3.46% |
$2.55M - $2.74M
|
1.2M
$74.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-44.6K- 51.52% |
$2.64M - $2.84M
|
42K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45.4K- 11.21% |
$2.68M - $2.89M
|
359K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-45.6K- 91.41% |
$2.7M - $2.9M
|
4.29K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-47.8K- 3.69% |
$2.83M - $3.04M
|
1.25M
$77.4M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-50K- 25.85% |
$2.96M - $3.18M
|
143K
$8.9M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-56.5K- 22.4% |
$3.34M - $3.59M
|
196K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-57.7K- 26.67% |
$3.42M - $3.67M
|
159K
$9.85M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-62K- 81.16% |
$3.67M - $3.94M
|
14.4K
$893K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.5K- 4.68% |
$3.99M - $4.29M
|
1.38M
$85.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-79.7K- 69.58% |
$4.71M - $5.07M
|
34.8K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81.1K- 49.78% |
$4.79M - $5.15M
|
81.8K
$5.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-86.6K- 15.19% |
$5.12M - $5.51M
|
484K
$30M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-99.5K- 1.92% |
$5.88M - $6.33M
|
5.07M
$315M
|