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 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-886- 7.01% |
$51.3K - $54.3K
|
11.8K
$729K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-921- 0.87% |
$53.3K - $56.4K
|
105K
$6.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-930- 5.29% |
$53.8K - $57K
|
16.6K
$1.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-935- 5.66% |
$54.1K - $57.3K
|
15.6K
$968K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-939- 7.44% |
$54.4K - $57.5K
|
11.7K
$725K
|
|
|
Jul 13, 2023
Q2 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-982- 9.75% |
$56.9K - $60.2K
|
9.09K
$564K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 7.83% |
$63K - $66.7K
|
12.8K
$795K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.11K- 1.98% |
$64.1K - $67.8K
|
54.7K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.11K- 3.85% |
$64.4K - $68.2K
|
27.8K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.16K- 15.18% |
$67.4K - $71.3K
|
6.51K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.22K- 4.24% |
$70.5K - $74.6K
|
27.5K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.22K- 2.34% |
$70.7K - $74.8K
|
50.9K
$3.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.25K- 24.86% |
$72.5K - $76.7K
|
3.79K
$235K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.37K- 17.22% |
$79.4K - $84K
|
6.59K
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.38K- 2.59% |
$79.8K - $84.5K
|
52K
$3.22M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.4K- 70.66% |
$81K - $85.7K
|
581
$36.1K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.44K- 13.92% |
$83.5K - $88.3K
|
8.91K
$553K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.46K- 7.22% |
$84.5K - $89.4K
|
18.8K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.5K- 5.92% |
$86.9K - $91.9K
|
23.8K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.53K- 21.64% |
$88.6K - $93.7K
|
5.54K
$344K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.64K- 17.28% |
$94.7K - $100K
|
7.83K
$486K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.64K- 17.28% |
$94.7K - $100K
|
7.83K
$486K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.64K- 3.05% |
$95K - $100K
|
52.2K
$3.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.66K- 1.61% |
$96K - $102K
|
101K
$6.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.66K- 4.46% |
$96.2K - $102K
|
35.6K
$2.21M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 94.94% |
$97.7K - $103K
|
90
$5.59K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 94.94% |
$97.7K - $103K
|
90
$5.59K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.75K- 16.73% |
$101K - $107K
|
8.72K
$541K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.84K- 2.1% |
$106K - $113K
|
85.8K
$5.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.86K- 1.04% |
$108K - $114K
|
176K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.87K- 3.51% |
$108K - $115K
|
51.5K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 13.84% |
$116K - $123K
|
12.5K
$773K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 23.6% |
$116K - $123K
|
6.49K
$403K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.02K- 3.1% |
$117K - $124K
|
63.2K
$3.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 0.92% |
$117K - $124K
|
218K
$13.5M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.05K- 2.31% |
$119K - $126K
|
87K
$5.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.05K- 2.31% |
$119K - $126K
|
87K
$5.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.19K- 4.49% |
$127K - $134K
|
46.7K
$2.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.2K- 4.82% |
$127K - $135K
|
43.4K
$2.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 2.49% |
$128K - $135K
|
86.6K
$5.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.23K- 6.75% |
$129K - $136K
|
30.7K
$1.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.27K- 3.61% |
$131K - $139K
|
60.6K
$3.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.27K- 15.44% |
$131K - $139K
|
12.4K
$772K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.29K- 3.74% |
$133K - $140K
|
58.9K
$3.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.33K- 6.23% |
$135K - $142K
|
35K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 3.03% |
$138K - $146K
|
76.5K
$4.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 5.5% |
$139K - $147K
|
41.2K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.41K- 37.47% |
$139K - $148K
|
4.02K
$250K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.42K- 7.94% |
$140K - $148K
|
28K
$1.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.46K- 4.76% |
$143K - $151K
|
49.3K
$3.06M
|