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 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
877+ 5846.67% |
$51.9K - $55.8K
|
892
$55.4K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
867+ 6.24% |
$51.3K - $55.1K
|
14.8K
$917K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
862+ 2.02% |
$51K - $54.8K
|
43.5K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
844+ 6.06% |
$49.9K - $53.7K
|
14.8K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
817+ 0.19% |
$48.3K - $51.9K
|
423K
$26.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
765+ 2.4% |
$45.2K - $48.6K
|
32.6K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
763+ 1.16% |
$45.1K - $48.5K
|
66.4K
$4.12M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
751+ 47.38% |
$44.4K - $47.7K
|
2.34K
$145K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
750New |
$44.4K - $47.7K
|
750
$46.5K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
704+ 3.73% |
$41.6K - $44.8K
|
19.6K
$1.22M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
702+ 5.44% |
$41.5K - $44.6K
|
13.6K
$844K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
673+ 125.09% |
$39.8K - $42.8K
|
1.21K
$75.2K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
659New |
$39K - $41.9K
|
659
$40.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
654+ 13080.0% |
$38.7K - $41.6K
|
659
$40.9K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
623+ 0.96% |
$36.9K - $39.6K
|
65.4K
$4.06M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
601+ 4.83% |
$35.5K - $38.2K
|
13.1K
$810K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
600+ 2000.0% |
$35.5K - $38.1K
|
630
$39.1K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
597+ 5.15% |
$35.3K - $38K
|
12.2K
$756K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
560+ 4.31% |
$33.1K - $35.6K
|
13.6K
$842K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
547+ 24.66% |
$32.4K - $34.8K
|
2.77K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
540+ 12.25% |
$31.9K - $34.3K
|
4.95K
$307K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
527+ 605.75% |
$31.2K - $33.5K
|
614
$38.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
526+ 3.65% |
$31.1K - $33.4K
|
14.9K
$926K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
518+ 3.02% |
$30.6K - $32.9K
|
17.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
507+ 3.01% |
$30K - $32.2K
|
17.4K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
500New |
$29.6K - $31.8K
|
500
$31K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
454+ 1.33% |
$26.9K - $28.9K
|
34.5K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
395+ 1.2% |
$23.4K - $25.1K
|
33.3K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
354+ 5.82% |
$20.9K - $22.5K
|
6.43K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
348+ 94.31% |
$20.6K - $22.1K
|
717
$44.5K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
337+ 3.7% |
$19.9K - $21.4K
|
9.45K
$586K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
336+ 4.77% |
$19.9K - $21.4K
|
7.38K
$458K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
333New |
$19.7K - $21.2K
|
333
$20.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
327+ 8.23% |
$19.3K - $20.8K
|
4.3K
$267K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
300New |
$17.7K - $19.1K
|
300
$18.6K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
295+ 7.87% |
$17.4K - $18.8K
|
4.05K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
294+ 73.32% |
$17.4K - $18.7K
|
695
$43.1K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
271+ 7.12% |
$16K - $17.2K
|
4.08K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
257New |
$15.2K - $16.3K
|
257
$15.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
233+ 22.62% |
$13.8K - $14.8K
|
1.26K
$78.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
228+ 4.15% |
$13.5K - $14.5K
|
5.72K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
225New |
$13.3K - $14.3K
|
225
$14K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
220New |
$13K - $14K
|
220
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
216+ 0.59% |
$12.8K - $13.7K
|
36.9K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
208+ 3.84% |
$12.3K - $13.2K
|
5.62K
$349K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
203+ 3.33% |
$12K - $12.9K
|
6.31K
$391K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
190+ 1.3% |
$11.2K - $12.1K
|
14.8K
$916K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
185New |
$10.9K - $11.8K
|
185
$11.5K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
176+ 1.66% |
$10.4K - $11.2K
|
10.8K
$669K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
163+ 30.47% |
$9.64K - $10.4K
|
698
$43.3K
|