Purchases and Sales Made in Q2 2023 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 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 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
44+ 1.17% |
$2.55K - $2.7K
|
3.81K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 83.02% |
$2.55K - $2.7K
|
97
$6.02K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
44+ 19.05% |
$2.55K - $2.7K
|
275
$17.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
42+ 0.99% |
$2.43K - $2.57K
|
4.27K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.0% |
$2.2K - $2.33K
|
1.6M
$99.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 1.59% |
$2.2K - $2.33K
|
2.43K
$150K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29New |
$1.68K - $1.78K
|
29
$1.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
27+ 0.25% |
$1.56K - $1.65K
|
11K
$680K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.46% |
$1.51K - $1.59K
|
5.65K
$350K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
26New |
$1.51K - $1.59K
|
26
$1.61K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
26+ 0.75% |
$1.51K - $1.59K
|
3.51K
$218K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
26+ 1.56% |
$1.51K - $1.59K
|
1.7K
$105K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 29.07% |
$1.45K - $1.53K
|
111
$6.89K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.1% |
$1.27K - $1.35K
|
22.2K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20+ 0.97% |
$1.16K - $1.23K
|
2.08K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
18+ 0.02% |
$1.04K - $1.1K
|
103K
$6.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
17New |
$984 - $1.04K
|
17
$1.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16+ 0.09% |
$926 - $980
|
18.6K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$811 - $858
|
14
$869
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 2.15% |
$753 - $796
|
619
$38.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
13New |
$753 - $796
|
13
$807
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
12New |
$695 - $735
|
12
$745
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
11+ 0.2% |
$637 - $674
|
5.42K
$336K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 0.95% |
$579 - $613
|
1.06K
$66K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10+ 0.26% |
$579 - $613
|
3.9K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 16.39% |
$579 - $613
|
71
$4.41K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
10+ 0.15% |
$579 - $613
|
6.82K
$423K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 23.26% |
$579 - $613
|
53
$3.29K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$521 - $551
|
9
$559
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.36% |
$405 - $429
|
1.97K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.01% |
$290 - $306
|
53.2K
$3.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$290 - $306
|
5
$310
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
4+ 4.44% |
$232 - $245
|
94
$5.83K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.14% |
$232 - $245
|
2.87K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.06% |
$232 - $245
|
6.5K
$404K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 1.53% |
$174 - $184
|
199
$12.3K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 2.08% |
$174 - $184
|
147
$9.12K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.1% |
$116 - $123
|
184
$11.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.56% |
$116 - $123
|
130
$8.07K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$57.9 - $61.3
|
1
$62.1
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.49% |
$57.9 - $61.3
|
205
$12.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.17% |
$57.9 - $61.3
|
47
$2.92K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$57.9 - $61.3
|
33
$2.05K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 14.29% |
$57.9 - $61.3
|
8
$496
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2- 1.13% |
$116 - $123
|
175
$10.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.55% |
$232 - $245
|
718
$44.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$290 - $306
|
9.76K
$605K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 0.13% |
$695 - $735
|
9.48K
$588K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-12- 0.09% |
$695 - $735
|
13.1K
$814K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-19- 0.17% |
$1.1K - $1.16K
|
11.2K
$697K
|