Purchases and Sales Made in Q2 2023 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q2 2023. 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 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
207
+ 5.05%
$12K - $12.7K
4.31K $267K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
201
New
$11.6K - $12.3K
201 $12.5K
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
198
+ 0.88%
$11.5K - $12.1K
22.6K $1.4M
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
186
+ 0.6%
$10.8K - $11.4K
31.2K $1.94M
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
180
New
$10.4K - $11K
180 $11.2K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
180
+ 1.12%
$10.4K - $11K
16.3K $1.01M
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
179
+ 7.81%
$10.4K - $11K
2.47K $153K
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
171
+ 97.16%
$9.9K - $10.5K
347 $21.5K
Jul 28, 2023 Q2 2023
Alpha Omega Wealth Management LLC

BUY
 -
154
+ 1.66%
$8.92K - $9.43K
9.46K $587K
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
152
+ 73.08%
$8.8K - $9.31K
360 $22.3K
Jul 21, 2023 Q2 2023
Busey Wealth Management

BUY
 -
149
+ 1.09%
$8.63K - $9.13K
13.8K $857K
Aug 10, 2023 Q2 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
149
+ 0.16%
$8.63K - $9.13K
91.8K $5.7M
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
145
+ 2.71%
$8.4K - $8.88K
5.5K $341K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
130
+ 0.77%
$7.53K - $7.96K
17K $1.05M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
127
+ 0.92%
$7.35K - $7.78K
13.9K $861K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
120
New
$6.95K - $7.35K
120 $7.45K
Jul 17, 2023 Q2 2023
Marshall Financial Group LLC

BUY
 -
111
+ 1.25%
$6.43K - $6.8K
9.01K $559K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
108
New
$6.25K - $6.62K
108 $6.7K
Dec 08, 2023 Q2 2023
Palladiem, LLC

BUY
 -
107
+ 0.22%
$6.2K - $6.55K
47.8K $2.97M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
104
+ 2.13%
$6.02K - $6.37K
4.98K $309K
Jul 31, 2023 Q2 2023
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
103
+ 0.28%
$5.96K - $6.31K
37.3K $2.31M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
100
+ 3.89%
$5.79K - $6.13K
2.67K $166K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
98
+ 5.62%
$5.67K - $6K
1.84K $114K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
96
+ 1.35%
$5.56K - $5.88K
7.21K $447K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
91
+ 2.04%
$5.27K - $5.57K
4.55K $282K
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
90
+ 1.05%
$5.21K - $5.51K
8.68K $538K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
84
+ 0.27%
$4.86K - $5.15K
30.8K $1.91M
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
84
+ 1.49%
$4.86K - $5.15K
5.74K $356K
Aug 10, 2023 Q2 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
82
+ 34.31%
$4.75K - $5.02K
321 $19.9K
Aug 01, 2023 Q2 2023
First Interstate Bank

Billings, MT
BUY
 -
81
+ 1.21%
$4.69K - $4.96K
6.78K $421K
Jul 18, 2023 Q2 2023
Kfa Private Wealth Group, LLC

BUY
 -
81
+ 0.98%
$4.69K - $4.96K
8.34K $518K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
78
New
$4.52K - $4.78K
78 $4.84K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
75
+ 0.1%
$4.34K - $4.59K
77.5K $4.81M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
74
+ 36.1%
$4.28K - $4.53K
279 $17.3K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
71
+ 1.82%
$4.11K - $4.35K
3.97K $246K
Jul 17, 2023 Q2 2023
Bromfield Sneider Wealth Advisors

BUY
 -
70
+ 0.59%
$4.05K - $4.29K
11.9K $741K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
69
New
$4K - $4.23K
69 $4.28K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
68
+ 0.83%
$3.94K - $4.17K
8.23K $511K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
64
+ 0.91%
$3.71K - $3.92K
7.08K $440K
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

BUY
 -
63
+ 33.51%
$3.65K - $3.86K
251 $15.6K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
63
+ 0.3%
$3.65K - $3.86K
21.3K $1.32M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
59
+ 0.31%
$3.42K - $3.61K
19.2K $1.19M
Aug 09, 2023 Q2 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
56
+ 1.55%
$3.24K - $3.43K
3.67K $228K
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
55
+ 1.36%
$3.18K - $3.37K
4.1K $255K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
53
+ 39.55%
$3.07K - $3.25K
187 $11.6K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
52
+ 1.54%
$3.01K - $3.19K
3.43K $213K
Aug 08, 2023 Q2 2023
Rice Partnership, LLC

BUY
 -
52
New
$3.01K - $3.19K
52 $3.23K
Jul 17, 2023 Q2 2023
Wooster Corthell Wealth Management, Inc.

BUY
 -
51
+ 0.38%
$2.95K - $3.12K
13.4K $833K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
46
+ 0.35%
$2.66K - $2.82K
13.2K $817K

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