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 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.62% |
$651 - $699
|
1.77K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-12- 0.29% |
$710 - $763
|
4.1K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-14- 0.34% |
$828 - $890
|
4.05K
$251K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 5.82% |
$946 - $1.02K
|
259
$16.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 8.56% |
$946 - $1.02K
|
171
$10.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16- 0.22% |
$946 - $1.02K
|
7.25K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19- 0.38% |
$1.12K - $1.21K
|
4.94K
$307K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-20- 0.15% |
$1.18K - $1.27K
|
12.9K
$803K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-23- 0.65% |
$1.36K - $1.46K
|
3.52K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-23- 0.79% |
$1.36K - $1.46K
|
2.89K
$179K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-24- 0.13% |
$1.42K - $1.53K
|
18.5K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-41- 0.31% |
$2.43K - $2.61K
|
13.3K
$823K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-42- 0.57% |
$2.48K - $2.67K
|
7.34K
$455K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-47- 3.95% |
$2.78K - $2.99K
|
1.14K
$70.9K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-49- 1.42% |
$2.9K - $3.12K
|
3.4K
$211K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-49- 0.97% |
$2.9K - $3.12K
|
5.01K
$311K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-51- 2.79% |
$3.02K - $3.24K
|
1.78K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-58- 0.25% |
$3.43K - $3.69K
|
23K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-61- 0.86% |
$3.61K - $3.88K
|
7.02K
$436K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-64- 1.05% |
$3.79K - $4.07K
|
6.01K
$373K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-65- 0.8% |
$3.84K - $4.13K
|
8.11K
$503K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-66- 0.17% |
$3.9K - $4.2K
|
39.8K
$2.47M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-68- 0.15% |
$4.02K - $4.32K
|
44.9K
$2.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-73- 2.07% |
$4.32K - $4.64K
|
3.45K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-80- 0.62% |
$4.73K - $5.09K
|
12.8K
$793K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-84- 4.76% |
$4.97K - $5.34K
|
1.68K
$104K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-85- 1.49% |
$5.03K - $5.4K
|
5.62K
$349K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-86- 4.67% |
$5.09K - $5.47K
|
1.76K
$109K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-91- 52.6% |
$5.38K - $5.79K
|
82
$5.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-91- 0.37% |
$5.38K - $5.79K
|
24.7K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-113- 17.52% |
$6.68K - $7.18K
|
532
$33K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-134- 1.15% |
$7.93K - $8.52K
|
11.5K
$716K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-135- 1.55% |
$7.99K - $8.58K
|
8.58K
$533K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-135- 2.46% |
$7.99K - $8.58K
|
5.34K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-140- 0.58% |
$8.28K - $8.9K
|
23.9K
$1.48M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-142- 0.2% |
$8.4K - $9.03K
|
70.7K
$4.39M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-150- 36.14% |
$8.87K - $9.54K
|
265
$16.4K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-157- 0.22% |
$9.29K - $9.98K
|
70.6K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-161- 3.49% |
$9.52K - $10.2K
|
4.45K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-168- 1.33% |
$9.94K - $10.7K
|
12.5K
$776K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-170- 3.12% |
$10.1K - $10.8K
|
5.27K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-174- 2.93% |
$10.3K - $11.1K
|
5.76K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-200- 1.2% |
$11.8K - $12.7K
|
16.4K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-201- 4.61% |
$11.9K - $12.8K
|
4.16K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-201- 0.45% |
$11.9K - $12.8K
|
44.1K
$2.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-203- 0.75% |
$12K - $12.9K
|
27K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-210- 2.86% |
$12.4K - $13.4K
|
7.14K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-214- 0.89% |
$12.7K - $13.6K
|
23.9K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-243- 1.65% |
$14.4K - $15.4K
|
14.5K
$898K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-260- 2.97% |
$15.4K - $16.5K
|
8.49K
$527K
|