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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-845- 10.07% |
$50K - $53.7K
|
7.55K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-848- 0.92% |
$50.2K - $53.9K
|
91.7K
$5.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-850- 4.87% |
$50.3K - $54K
|
16.6K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-867- 12.53% |
$51.3K - $55.1K
|
6.05K
$376K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-890- 6.73% |
$52.6K - $56.6K
|
12.3K
$766K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-901- 6.74% |
$53.3K - $57.3K
|
12.5K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-921- 7.76% |
$54.5K - $58.6K
|
10.9K
$679K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-940- 93.63% |
$55.6K - $59.8K
|
64
$3.97K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-973- 1.21% |
$57.6K - $61.9K
|
79.2K
$4.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-977- 6.18% |
$57.8K - $62.1K
|
14.8K
$920K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-997- 0.2% |
$59K - $63.4K
|
490K
$30.4M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.03K- 9.95% |
$60.7K - $65.3K
|
9.29K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.03K- 0.53% |
$60.9K - $65.4K
|
193K
$12M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.08K- 29.63% |
$63.6K - $68.4K
|
2.56K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 1.44% |
$64.3K - $69.1K
|
74.5K
$4.62M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.13K- 0.6% |
$67.1K - $72.1K
|
187K
$11.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.16K- 1.61% |
$68.7K - $73.9K
|
70.9K
$4.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.18K- 3.02% |
$69.9K - $75.1K
|
37.9K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.23K- 12.54% |
$72.6K - $78K
|
8.56K
$531K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.24K- 2.08% |
$73.2K - $78.6K
|
58.3K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.24K- 0.19% |
$73.3K - $78.8K
|
655K
$40.7M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.25K- 10.52% |
$73.9K - $79.5K
|
10.6K
$660K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.33K- 3.31% |
$78.9K - $84.8K
|
39K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.39K- 2.78% |
$81.9K - $88.1K
|
48.4K
$3M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 25.9% |
$85.4K - $91.7K
|
4.13K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.49K- 8.89% |
$88K - $94.6K
|
15.2K
$946K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.49K- 2.81% |
$88.1K - $94.7K
|
51.6K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.49K- 10.43% |
$88.3K - $94.9K
|
12.8K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.5K- 5.0% |
$88.7K - $95.4K
|
28.5K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.57K- 6.59% |
$92.6K - $99.5K
|
22.2K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.58K- 18.86% |
$93.2K - $100K
|
6.78K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.58K- 12.98% |
$93.2K - $100K
|
10.6K
$656K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.65K- 6.59% |
$97.5K - $105K
|
23.4K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.68K- 2.03% |
$99.4K - $107K
|
81.2K
$5.04M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.7K- 1.93% |
$101K - $108K
|
86.7K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.74K- 4.76% |
$103K - $111K
|
34.9K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.75K- 1.8% |
$103K - $111K
|
95.5K
$5.92M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 4.26% |
$105K - $113K
|
40K
$2.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.81K- 1.0% |
$107K - $115K
|
179K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.85K- 0.99% |
$109K - $117K
|
185K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.89K- 26.21% |
$112K - $120K
|
5.32K
$330K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.9K- 26.9% |
$112K - $121K
|
5.17K
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.03K- 9.46% |
$120K - $129K
|
19.4K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.04K- 19.5% |
$121K - $130K
|
8.43K
$523K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2.12K- 0.82% |
$125K - $135K
|
256K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.19K- 37.75% |
$130K - $139K
|
3.62K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.21K- 21.12% |
$131K - $141K
|
8.25K
$512K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.25K- 7.12% |
$133K - $143K
|
29.4K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.27K- 11.86% |
$134K - $144K
|
16.8K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.38K- 1.32% |
$141K - $151K
|
178K
$11M
|