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 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
159+ 2.13% |
$9.4K - $10.1K
|
7.63K
$474K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
159+ 25.4% |
$9.4K - $10.1K
|
785
$48.7K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
151+ 1.57% |
$8.93K - $9.6K
|
9.79K
$608K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
149+ 1.56% |
$8.81K - $9.47K
|
9.68K
$601K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
145+ 0.29% |
$8.58K - $9.22K
|
49.9K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
135+ 0.34% |
$7.99K - $8.58K
|
39.7K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
132+ 2.57% |
$7.81K - $8.39K
|
5.27K
$327K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
121New |
$7.16K - $7.69K
|
121
$7.51K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
119New |
$7.04K - $7.57K
|
119
$7.39K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
118+ 1.7% |
$6.98K - $7.5K
|
7.07K
$439K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
109+ 0.35% |
$6.45K - $6.93K
|
30.8K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
97+ 3.77% |
$5.74K - $6.17K
|
2.67K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
92+ 0.94% |
$5.44K - $5.85K
|
9.83K
$610K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
83+ 0.27% |
$4.91K - $5.28K
|
30.5K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
82+ 0.66% |
$4.85K - $5.21K
|
12.4K
$773K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76+ 158.33% |
$4.5K - $4.83K
|
124
$7.7K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
70+ 1.79% |
$4.14K - $4.45K
|
3.97K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
70+ 1.8% |
$4.14K - $4.45K
|
3.96K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
69+ 6.41% |
$4.08K - $4.39K
|
1.15K
$71.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
67New |
$3.96K - $4.26K
|
67
$4.16K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
65+ 1.75% |
$3.84K - $4.13K
|
3.77K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
64+ 0.62% |
$3.79K - $4.07K
|
10.4K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
61New |
$3.61K - $3.88K
|
61
$3.79K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 129.79% |
$3.61K - $3.88K
|
108
$6.7K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
58+ 0.26% |
$3.43K - $3.69K
|
22.2K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
56+ 0.52% |
$3.31K - $3.56K
|
10.8K
$671K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
54New |
$3.19K - $3.43K
|
54
$3.35K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
52+ 73.24% |
$3.08K - $3.31K
|
123
$7.63K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
38+ 0.03% |
$2.25K - $2.42K
|
128K
$7.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
31+ 0.33% |
$1.83K - $1.97K
|
9.34K
$580K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
31+ 0.56% |
$1.83K - $1.97K
|
5.53K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30+ 0.21% |
$1.77K - $1.91K
|
14.5K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$1.48K - $1.59K
|
25
$1.55K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
23+ 0.05% |
$1.36K - $1.46K
|
43.1K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23New |
$1.36K - $1.46K
|
23
$1.43K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$1.18K - $1.27K
|
20
$1.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 1.35% |
$710 - $763
|
899
$55.8K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.05% |
$651 - $699
|
22.7K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.12% |
$651 - $699
|
8.86K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.06% |
$592 - $636
|
17.4K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
10+ 0.24% |
$592 - $636
|
4.1K
$255K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.64% |
$473 - $509
|
1.25K
$77.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.99% |
$473 - $509
|
819
$50.8K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 1.31% |
$473 - $509
|
618
$38.4K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$118 - $127
|
4.87K
$302K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$59.2 - $63.6
|
86.7K
$5.38M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.06% |
$59.2 - $63.6
|
1.57K
$97.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$296 - $318
|
9.35K
$580K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-7- 0.16% |
$414 - $445
|
4.28K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8- 47.06% |
$473 - $509
|
9
$559
|