Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
899+ 13.44% |
$48.8K - $60.6K
|
7.59K
$456K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
896New |
$48.6K - $60.4K
|
896
$53.9K
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
853+ 8.97% |
$46.3K - $57.5K
|
10.4K
$623K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
827+ 13.82% |
$44.9K - $55.7K
|
6.81K
$410K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
826+ 19.52% |
$44.8K - $55.7K
|
5.06K
$304K
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
823+ 4.67% |
$44.7K - $55.5K
|
18.5K
$1.11M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
782+ 10.11% |
$42.5K - $52.7K
|
8.52K
$512K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
762+ 1.03% |
$41.4K - $51.3K
|
75.1K
$4.52M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
759+ 24.8% |
$41.2K - $51.1K
|
3.82K
$230K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
756+ 2.84% |
$41K - $50.9K
|
27.4K
$1.65M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
722+ 4.47% |
$39.2K - $48.6K
|
16.9K
$1.01M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
692+ 1.89% |
$37.6K - $46.6K
|
37.3K
$2.25M
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
690+ 13.37% |
$37.5K - $46.5K
|
5.85K
$352K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
680New |
$36.9K - $45.8K
|
680
$40.9K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
666New |
$36.2K - $44.9K
|
666
$40K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
650+ 5.36% |
$35.3K - $43.8K
|
12.8K
$769K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
646+ 416.77% |
$35.1K - $43.5K
|
801
$48.2K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
638+ 7.8% |
$34.6K - $43K
|
8.82K
$530K
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
598+ 5.48% |
$32.5K - $40.3K
|
11.5K
$693K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
598+ 1.86% |
$32.5K - $40.3K
|
32.7K
$1.97M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
587+ 11.16% |
$31.9K - $39.6K
|
5.85K
$351K
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
582+ 11.84% |
$31.6K - $39.2K
|
5.5K
$330K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
582+ 819.72% |
$31.6K - $39.2K
|
653
$39.3K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579+ 13.57% |
$31.4K - $39K
|
4.85K
$291K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
577New |
$31.3K - $38.9K
|
577
$34.7K
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
570New |
$30.9K - $38.4K
|
570
$34.3K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
556+ 2.14% |
$30.2K - $37.5K
|
26.6K
$1.6M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
525+ 0.74% |
$28.5K - $35.4K
|
71.2K
$4.28M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
514+ 2.96% |
$27.9K - $34.6K
|
17.9K
$1.08M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
493+ 1.39% |
$26.8K - $33.2K
|
36.1K
$2.17M
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
470+ 7.24% |
$25.5K - $31.7K
|
6.97K
$419K
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
455+ 2.48% |
$24.7K - $30.7K
|
18.8K
$1.13M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
436+ 10.73% |
$23.7K - $29.4K
|
4.5K
$270K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
430+ 13.19% |
$23.3K - $29K
|
3.69K
$222K
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
427+ 1.95% |
$23.2K - $28.8K
|
22.4K
$1.34M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
424New |
$23K - $28.6K
|
424
$25.5K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
419+ 3.86% |
$22.7K - $28.2K
|
11.3K
$677K
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
408+ 1.19% |
$22.2K - $27.5K
|
34.6K
$2.08M
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
392+ 2.61% |
$21.3K - $26.4K
|
15.4K
$928K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
385+ 2.82% |
$20.9K - $25.9K
|
14K
$844K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
385+ 2.82% |
$20.9K - $25.9K
|
14K
$844K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
377+ 201.6% |
$20.5K - $25.4K
|
564
$33.9K
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
360New |
$19.5K - $24.3K
|
360
$21.6K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
328+ 0.45% |
$17.8K - $22.1K
|
73.4K
$4.42M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
319+ 27.6% |
$17.3K - $21.5K
|
1.48K
$88.7K
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
318+ 6.25% |
$17.3K - $21.4K
|
5.4K
$325K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
315+ 450.0% |
$17.1K - $21.2K
|
385
$23.2K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
314+ 1.17% |
$17K - $21.2K
|
27.2K
$1.63M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
308+ 6.95% |
$16.7K - $20.8K
|
4.74K
$285K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
307+ 3.93% |
$16.7K - $20.7K
|
8.11K
$488K
|