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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-218- 8.6% |
$12.6K - $13.4K
|
2.32K
$144K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-228- 0.38% |
$13.2K - $14K
|
60K
$3.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-235- 6.49% |
$13.6K - $14.4K
|
3.39K
$210K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-237- 17.74% |
$13.7K - $14.5K
|
1.1K
$68.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-243- 1.25% |
$14.1K - $14.9K
|
19.2K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250- 10.87% |
$14.5K - $15.3K
|
2.05K
$127K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-254- 2.18% |
$14.7K - $15.6K
|
11.4K
$708K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-259- 1.11% |
$15K - $15.9K
|
23.1K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-267- 5.82% |
$15.5K - $16.4K
|
4.32K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-269- 4.98% |
$15.6K - $16.5K
|
5.13K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-279- 6.15% |
$16.2K - $17.1K
|
4.26K
$264K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-280- 18.69% |
$16.2K - $17.2K
|
1.22K
$75.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-281- 0.05% |
$16.3K - $17.2K
|
620K
$38.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-287- 1.19% |
$16.6K - $17.6K
|
23.9K
$1.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-291- 1.03% |
$16.8K - $17.8K
|
28.1K
$1.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-345- 25.56% |
$20K - $21.1K
|
1.01K
$62.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-346- 1.08% |
$20K - $21.2K
|
31.6K
$1.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-349- 26.06% |
$20.2K - $21.4K
|
990
$61.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-351- 4.72% |
$20.3K - $21.5K
|
7.09K
$440K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-360- 63.72% |
$20.8K - $22.1K
|
205
$12.7K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-361- 19.61% |
$20.9K - $22.1K
|
1.48K
$91.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-377- 7.21% |
$21.8K - $23.1K
|
4.85K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-418- 2.76% |
$24.2K - $25.6K
|
14.8K
$916K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-433- 75.04% |
$25.1K - $26.5K
|
144
$8.94K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-450- 1.47% |
$26.1K - $27.6K
|
30.2K
$1.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-481- 6.58% |
$27.8K - $29.5K
|
6.83K
$424K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-481- 1.51% |
$27.8K - $29.5K
|
31.4K
$1.95M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-483- 0.74% |
$28K - $29.6K
|
64.8K
$4.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-510- 5.41% |
$29.5K - $31.2K
|
8.92K
$553K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-557- 5.11% |
$32.3K - $34.1K
|
10.3K
$642K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-567- 0.91% |
$32.8K - $34.7K
|
61.6K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-568- 6.12% |
$32.9K - $34.8K
|
8.72K
$541K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-568- 6.1% |
$32.9K - $34.8K
|
8.74K
$542K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-598- 18.68% |
$34.6K - $36.6K
|
2.6K
$162K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-615- 4.29% |
$35.6K - $37.7K
|
13.7K
$851K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-634- 5.62% |
$36.7K - $38.8K
|
10.7K
$661K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-658- 0.56% |
$38.1K - $40.3K
|
117K
$7.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-667- 10.85% |
$38.6K - $40.9K
|
5.48K
$340K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-669- 5.07% |
$38.7K - $41K
|
12.5K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-672- 2.69% |
$38.9K - $41.2K
|
24.3K
$1.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-680- 70.98% |
$39.4K - $41.7K
|
278
$17.3K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-686- 7.14% |
$39.7K - $42K
|
8.93K
$554K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-714- 2.27% |
$41.3K - $43.7K
|
30.7K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-728- 8.87% |
$42.2K - $44.6K
|
7.48K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-733- 6.0% |
$42.4K - $44.9K
|
11.5K
$712K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-733- 1.35% |
$42.4K - $44.9K
|
53.6K
$3.33M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-733- 1.35% |
$42.4K - $44.9K
|
53.6K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-735- 6.38% |
$42.6K - $45K
|
10.8K
$669K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-735- 3.6% |
$42.6K - $45K
|
19.7K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-772- 49.11% |
$44.7K - $47.3K
|
800
$49.6K
|