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 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 5.33% |
$721K - $775K
|
241K
$15M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
11.9KNew |
$702K - $754K
|
11.9K
$736K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$671K - $722K
|
11.4K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11.3K+ 94.7% |
$666K - $716K
|
23.2K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11.2K+ 3.9% |
$662K - $711K
|
298K
$18.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
10.8K+ 252.71% |
$641K - $689K
|
15.1K
$939K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.5KNew |
$623K - $670K
|
10.5K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10K+ 1529.51% |
$592K - $636K
|
10.7K
$661K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
9.96K+ 10.98% |
$589K - $633K
|
101K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
9.91KNew |
$586K - $630K
|
9.91K
$615K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.55K+ 4.38% |
$565K - $607K
|
228K
$14.1M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
8.7K+ 7.99% |
$515K - $553K
|
118K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.68KNew |
$513K - $552K
|
8.68K
$539K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.51KNew |
$503K - $541K
|
8.51K
$528K
|
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
BUY
|
- |
8.03K+ 0.19% |
$475K - $510K
|
4.14M
$257M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
8K+ 14.32% |
$473K - $509K
|
63.9K
$3.96M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
7.97K+ 3.72% |
$471K - $507K
|
222K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.88KNew |
$466K - $501K
|
7.88K
$489K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.67K+ 13.9% |
$453K - $487K
|
62.8K
$3.9M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.36K+ 4.11% |
$436K - $468K
|
186K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.35K+ 8.46% |
$434K - $467K
|
94.2K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.92K+ 2.53% |
$409K - $440K
|
280K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
6.89K+ 220.45% |
$407K - $438K
|
10K
$621K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.62K+ 17.77% |
$392K - $421K
|
43.9K
$2.72M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.22K+ 9.8% |
$368K - $395K
|
69.6K
$4.32M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.16K+ 84.46% |
$364K - $391K
|
13.4K
$835K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.1K+ 6.64% |
$361K - $388K
|
97.9K
$6.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
5.93K+ 107.18% |
$351K - $377K
|
11.5K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.8KNew |
$343K - $369K
|
5.8K
$360K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
5.53KNew |
$327K - $351K
|
5.53K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.33K+ 33.01% |
$315K - $339K
|
21.5K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.31K+ 8.34% |
$314K - $338K
|
69K
$4.28M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.25K+ 28.64% |
$311K - $334K
|
23.6K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.11KNew |
$302K - $325K
|
5.11K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.84K+ 5373.33% |
$286K - $307K
|
4.93K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.81K+ 3.24% |
$284K - $306K
|
153K
$9.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.76K+ 70.0% |
$281K - $302K
|
11.6K
$717K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
4.72K+ 9.05% |
$279K - $300K
|
56.8K
$3.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.57K+ 32.45% |
$270K - $291K
|
18.7K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.47K+ 10.24% |
$264K - $284K
|
48.1K
$2.98M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.41K+ 8.12% |
$261K - $280K
|
58.7K
$3.64M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.38K+ 9.89% |
$259K - $279K
|
48.7K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.34K+ 15.46% |
$256K - $276K
|
32.4K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.07KNew |
$241K - $259K
|
4.07K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.03KNew |
$238K - $256K
|
4.03K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4K+ 408.16% |
$237K - $254K
|
4.98K
$309K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.98K+ 23.47% |
$236K - $253K
|
21K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.97KNew |
$235K - $253K
|
3.97K
$247K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.71KNew |
$220K - $236K
|
3.71K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.53K+ 12.2% |
$209K - $224K
|
32.4K
$2.01M
|