Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.36K+ 0.34% |
$566K - $606K
|
2.77M
$167M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.25K+ 15.76% |
$559K - $599K
|
67.9K
$4.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.22K+ 14.67% |
$557K - $597K
|
72K
$4.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
8.9K+ 12.78% |
$538K - $577K
|
78.5K
$4.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.86K+ 10.08% |
$535K - $574K
|
96.7K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
8.51K+ 6.47% |
$515K - $552K
|
140K
$8.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.4K+ 2.82% |
$508K - $545K
|
306K
$18.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.4KNew |
$508K - $544K
|
8.4K
$505K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.16K+ 33.34% |
$433K - $464K
|
28.6K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.71K+ 19.56% |
$406K - $435K
|
41K
$2.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.65K+ 45.02% |
$402K - $431K
|
21.4K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.58KNew |
$398K - $426K
|
6.58K
$395K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
6.57K+ 5.96% |
$397K - $426K
|
117K
$7.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.49KNew |
$392K - $420K
|
6.49K
$390K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6K+ 53.3% |
$363K - $389K
|
17.3K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.86KNew |
$354K - $380K
|
5.86K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.62KNew |
$340K - $364K
|
5.62K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.44KNew |
$329K - $353K
|
5.44K
$327K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.25K+ 29.72% |
$317K - $340K
|
22.9K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.15K+ 25.87% |
$311K - $334K
|
25.1K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.13K+ 3.48% |
$310K - $333K
|
152K
$9.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.09K+ 16.72% |
$308K - $330K
|
35.5K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.02KNew |
$303K - $325K
|
5.02K
$302K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.95K+ 7.78% |
$299K - $321K
|
68.5K
$4.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.86K+ 1.61% |
$294K - $315K
|
307K
$18.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.72K+ 1.88% |
$285K - $306K
|
255K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.65K+ 5.61% |
$281K - $301K
|
87.5K
$5.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.61K+ 7.86% |
$279K - $299K
|
63.3K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.6KNew |
$278K - $298K
|
4.6K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
4.58KNew |
$277K - $297K
|
4.58K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.57K+ 42.85% |
$276K - $296K
|
15.2K
$915K
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.3K+ 4.08% |
$260K - $279K
|
110K
$6.59M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.28KNew |
$259K - $277K
|
4.28K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.21K+ 8.76% |
$255K - $273K
|
52.3K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
4.13KNew |
$249K - $267K
|
4.13K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.9KNew |
$236K - $253K
|
3.9K
$235K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.84K+ 6.29% |
$232K - $249K
|
64.9K
$3.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.71K+ 2.9% |
$224K - $240K
|
131K
$7.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.7K+ 10.73% |
$224K - $240K
|
38.2K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.69KNew |
$223K - $239K
|
3.69K
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.53K+ 22.32% |
$214K - $229K
|
19.4K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.52K+ 2.87% |
$213K - $228K
|
126K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.46KNew |
$209K - $224K
|
3.46K
$208K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.36K+ 12.18% |
$203K - $218K
|
30.9K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.34K+ 17.87% |
$202K - $216K
|
22K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.25K+ 5.72% |
$196K - $211K
|
60.1K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.82K+ 2.98% |
$170K - $183K
|
97.3K
$5.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.78K+ 11.25% |
$168K - $180K
|
27.5K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.77K+ 32.57% |
$168K - $180K
|
11.3K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.76K+ 5.2% |
$167K - $179K
|
55.9K
$3.36M
|