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 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-19- 15.97% |
$1.1K - $1.16K
|
100
$6.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-21- 38.18% |
$1.22K - $1.29K
|
34
$2.11K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-21- 2.47% |
$1.22K - $1.29K
|
830
$51.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-26- 0.65% |
$1.51K - $1.59K
|
4K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-30- 0.4% |
$1.74K - $1.84K
|
7.47K
$464K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-32- 7.41% |
$1.85K - $1.96K
|
400
$24.8K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-33- 0.03% |
$1.91K - $2.02K
|
102K
$6.34M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-34- 0.21% |
$1.97K - $2.08K
|
16.4K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-50- 0.45% |
$2.9K - $3.06K
|
11.1K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-55- 0.86% |
$3.18K - $3.37K
|
6.33K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-60- 0.08% |
$3.47K - $3.68K
|
75.8K
$4.7M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-60- 0.24% |
$3.47K - $3.68K
|
24.7K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65- 9.76% |
$3.76K - $3.98K
|
601
$37.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65- 1.23% |
$3.76K - $3.98K
|
5.24K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-75- 1.83% |
$4.34K - $4.59K
|
4.02K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-77- 0.41% |
$4.46K - $4.72K
|
18.7K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-79- 27.62% |
$4.57K - $4.84K
|
207
$12.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-81- 0.57% |
$4.69K - $4.96K
|
14.2K
$879K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-85- 0.97% |
$4.92K - $5.21K
|
8.67K
$538K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-85- 1.27% |
$4.92K - $5.21K
|
6.59K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-89- 1.25% |
$5.15K - $5.45K
|
7.01K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-90- 0.57% |
$5.21K - $5.51K
|
15.6K
$971K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-95- 1.15% |
$5.5K - $5.82K
|
8.15K
$506K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-98- 1.33% |
$5.67K - $6K
|
7.3K
$453K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-100- 0.21% |
$5.79K - $6.13K
|
48.3K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-109- 13.23% |
$6.31K - $6.68K
|
715
$44.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-110- 0.25% |
$6.37K - $6.74K
|
44.6K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-119- 87.5% |
$6.89K - $7.29K
|
17
$1.06K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-123- 0.78% |
$7.12K - $7.53K
|
15.7K
$976K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-123- 0.78% |
$7.12K - $7.53K
|
15.7K
$976K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-124- 3.28% |
$7.18K - $7.6K
|
3.66K
$227K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-125- 1.67% |
$7.24K - $7.66K
|
7.34K
$456K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-130- 0.27% |
$7.53K - $7.96K
|
47.4K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-131- 0.87% |
$7.58K - $8.03K
|
15K
$928K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-131- 3.23% |
$7.58K - $8.03K
|
3.93K
$244K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-131- 3.65% |
$7.58K - $8.03K
|
3.46K
$215K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-132- 0.52% |
$7.64K - $8.09K
|
25.4K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-135- 1.94% |
$7.82K - $8.27K
|
6.82K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-137- 2.41% |
$7.93K - $8.39K
|
5.55K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-145- 0.14% |
$8.4K - $8.88K
|
105K
$6.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-147- 1.34% |
$8.51K - $9.01K
|
10.8K
$673K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-153- 0.08% |
$8.86K - $9.37K
|
182K
$11.3M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-154- 1.84% |
$8.92K - $9.43K
|
8.22K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-154- 1.03% |
$8.92K - $9.43K
|
14.8K
$917K
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-158- 1.6% |
$9.15K - $9.68K
|
9.71K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-174- 1.02% |
$10.1K - $10.7K
|
16.9K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-183- 0.86% |
$10.6K - $11.2K
|
21.1K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-191- 1.64% |
$11.1K - $11.7K
|
11.4K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-194- 3.29% |
$11.2K - $11.9K
|
5.7K
$354K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-198- 95.65% |
$11.5K - $12.1K
|
9
$559
|