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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.52KNew |
$208K - $224K
|
3.52K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.52KNew |
$208K - $224K
|
3.52K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.43KNew |
$203K - $218K
|
3.43K
$213K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.39KNew |
$201K - $216K
|
3.39K
$211K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.35K+ 82.94% |
$198K - $213K
|
7.4K
$459K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.15KNew |
$186K - $200K
|
3.15K
$195K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.04K+ 2.83% |
$180K - $193K
|
110K
$6.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3K+ 2.08% |
$178K - $191K
|
147K
$9.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.99K+ 5.15% |
$177K - $190K
|
61.1K
$3.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.94K+ 2.87% |
$174K - $187K
|
105K
$6.54M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.89K+ 2.38% |
$171K - $184K
|
124K
$7.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.77K+ 12.56% |
$164K - $176K
|
24.8K
$1.54M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2.7K+ 1.25% |
$159K - $171K
|
218K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.68K+ 11.24% |
$158K - $170K
|
26.5K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.61K+ 15.07% |
$154K - $166K
|
19.9K
$1.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.54K+ 21.16% |
$150K - $161K
|
14.5K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.53KNew |
$150K - $161K
|
2.53K
$157K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.48K+ 2.4% |
$147K - $158K
|
106K
$6.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.41K+ 20.87% |
$142K - $153K
|
13.9K
$865K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.28K+ 2.93% |
$135K - $145K
|
80.2K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.26K+ 7.54% |
$134K - $144K
|
32.3K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.24K+ 1.95% |
$133K - $143K
|
117K
$7.27M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.2K+ 14.37% |
$130K - $140K
|
17.5K
$1.09M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.19K+ 4.76% |
$130K - $139K
|
48.2K
$2.99M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.15K+ 3.5% |
$127K - $137K
|
63.6K
$3.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.13K+ 7.7% |
$126K - $135K
|
29.8K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.9K+ 2.4% |
$112K - $121K
|
81K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.83K+ 4.0% |
$108K - $117K
|
47.7K
$2.96M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.83K+ 72.37% |
$108K - $116K
|
4.36K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.81K+ 12.27% |
$107K - $115K
|
16.5K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.7K+ 3.73% |
$100K - $108K
|
47.2K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.64K+ 29.96% |
$96.8K - $104K
|
7.1K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.58K+ 0.68% |
$93.5K - $101K
|
234K
$14.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.57K+ 7.33% |
$93K - $100K
|
23K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 1.33% |
$86.2K - $92.7K
|
111K
$6.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.32K+ 2.28% |
$78.1K - $83.9K
|
59.1K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.28K+ 14.67% |
$75.8K - $81.5K
|
10K
$622K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.27K+ 1.61% |
$75.3K - $80.9K
|
80.4K
$4.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.22K+ 8.32% |
$71.9K - $77.3K
|
15.8K
$982K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.2K+ 25.2% |
$71K - $76.3K
|
5.96K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.17KNew |
$69.4K - $74.6K
|
1.17K
$72.9K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 6.15% |
$68.1K - $73.2K
|
19.9K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 4.25% |
$65.2K - $70.1K
|
27.1K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.1K+ 1.91% |
$64.9K - $69.8K
|
58.6K
$3.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.09K+ 14.03% |
$64.3K - $69.1K
|
8.84K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.07K+ 2.78% |
$63.4K - $68.2K
|
39.7K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.02K+ 2.97% |
$60.2K - $64.7K
|
35.3K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
967+ 4.87% |
$57.2K - $61.5K
|
20.8K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
962+ 14.15% |
$56.9K - $61.2K
|
7.76K
$482K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
940+ 1468.75% |
$55.6K - $59.8K
|
1K
$62.3K
|