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
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.45K- 0.47% |
$145K - $156K
|
523K
$32.5M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.46K- 10.21% |
$145K - $156K
|
21.6K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.46K- 4.09% |
$145K - $156K
|
57.7K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.47K- 9.08% |
$146K - $157K
|
24.7K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 27.61% |
$160K - $172K
|
7.09K
$440K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.87K- 7.42% |
$170K - $182K
|
35.8K
$2.22M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.87K- 8.68% |
$170K - $183K
|
30.2K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.88K- 13.31% |
$170K - $183K
|
18.8K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.9K- 18.54% |
$171K - $184K
|
12.7K
$790K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.07K- 13.79% |
$181K - $195K
|
19.2K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.22K- 22.61% |
$190K - $205K
|
11K
$684K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.24K- 89.48% |
$192K - $206K
|
381
$23.6K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.33K- 6.56% |
$197K - $212K
|
47.5K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.42K- 7.37% |
$202K - $218K
|
43K
$2.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-3.47K- 35.51% |
$205K - $221K
|
6.3K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.48K- 4.15% |
$206K - $221K
|
80.3K
$4.98M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.59K- 2.99% |
$213K - $228K
|
117K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.76K- 3.83% |
$223K - $239K
|
94.4K
$5.86M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-4.05K- 28.52% |
$240K - $258K
|
10.2K
$631K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.36K- 3.2% |
$258K - $277K
|
132K
$8.19M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4.36K- 31.08% |
$258K - $277K
|
9.67K
$600K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-4.36K- 3.77% |
$258K - $277K
|
111K
$6.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.38K- 6.84% |
$259K - $278K
|
59.6K
$3.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.43K- 1.74% |
$262K - $281K
|
250K
$15.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.67K- 9.69% |
$276K - $297K
|
43.5K
$2.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.83K- 7.29% |
$286K - $307K
|
61.4K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.84K- 18.22% |
$286K - $308K
|
21.7K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.89K- 3.18% |
$289K - $311K
|
149K
$9.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.07K- 32.39% |
$300K - $323K
|
10.6K
$657K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.13K- 7.08% |
$303K - $326K
|
67.3K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.18K- 52.01% |
$306K - $329K
|
4.78K
$297K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-5.23K- 22.61% |
$309K - $332K
|
17.9K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.57K- 10.78% |
$329K - $354K
|
46.1K
$2.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.64K- 6.09% |
$334K - $359K
|
87K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.99K- 41.29% |
$354K - $381K
|
8.52K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-6K- 34.77% |
$355K - $382K
|
11.3K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.18K- 3.03% |
$365K - $393K
|
198K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.46K- 16.62% |
$382K - $411K
|
32.4K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-6.71K- 4.41% |
$397K - $427K
|
146K
$9.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.84K- 3.44% |
$404K - $435K
|
192K
$11.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.43K- 14.59% |
$440K - $473K
|
43.5K
$2.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.53K- 6.21% |
$446K - $479K
|
114K
$7.06M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-7.6K- 8.05% |
$449K - $483K
|
86.7K
$5.38M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-7.74K- 35.54% |
$458K - $492K
|
14K
$871K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.75K- 15.37% |
$458K - $492K
|
42.7K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.64K- 8.42% |
$511K - $549K
|
94K
$5.83M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-8.72K- 6.65% |
$515K - $554K
|
122K
$7.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.07K- 21.58% |
$536K - $577K
|
33K
$2.05M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.09K- 4.19% |
$538K - $578K
|
208K
$12.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.36K- 0.34% |
$553K - $595K
|
2.76M
$171M
|