Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.3K+ 4.16% |
$304K - $375K
|
158K
$9.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
6.22KNew |
$300K - $370K
|
6.22K
$380K
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
6.16K+ 5.58% |
$297K - $367K
|
117K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6K+ 98.29% |
$290K - $357K
|
12.1K
$739K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.68K+ 47.77% |
$274K - $338K
|
17.6K
$1.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.57K+ 16.12% |
$269K - $332K
|
40.1K
$2.45M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
5.53K+ 3.09% |
$267K - $329K
|
184K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.52K+ 3.42% |
$266K - $329K
|
167K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.4K+ 32.64% |
$261K - $322K
|
22K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.33K+ 28.08% |
$257K - $317K
|
24.3K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.25K+ 6.72% |
$253K - $313K
|
83.3K
$5.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.86KNew |
$235K - $289K
|
4.86K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.75K+ 21.25% |
$230K - $283K
|
27.1K
$1.66M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.73K+ 10.39% |
$229K - $282K
|
50.3K
$3.07M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.63K+ 6.07% |
$224K - $276K
|
80.9K
$4.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.58K+ 16.71% |
$221K - $273K
|
32K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
4.56K+ 1.14% |
$220K - $272K
|
405K
$24.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
4.47K+ 6.1% |
$216K - $266K
|
77.7K
$4.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.46KNew |
$216K - $266K
|
4.46K
$273K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.38K+ 0.74% |
$211K - $261K
|
595K
$36.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.36K+ 6.31% |
$210K - $259K
|
73.4K
$4.48M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.34K+ 5.01% |
$209K - $258K
|
90.9K
$5.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.97K+ 9.55% |
$192K - $237K
|
45.5K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.92K+ 8.01% |
$189K - $234K
|
52.9K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 1.45% |
$188K - $232K
|
274K
$16.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.8K+ 8.44% |
$183K - $226K
|
48.8K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.46K+ 30.17% |
$167K - $206K
|
14.9K
$913K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.43K+ 1.8% |
$165K - $204K
|
194K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.39K+ 16.2% |
$164K - $202K
|
24.3K
$1.48M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.36KNew |
$162K - $200K
|
3.36K
$205K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.29K+ 8.96% |
$159K - $196K
|
40K
$2.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.16K+ 24.74% |
$153K - $188K
|
15.9K
$974K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.09K+ 1.85% |
$149K - $184K
|
170K
$10.4M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.09K+ 1.85% |
$149K - $184K
|
170K
$10.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.08K+ 16.64% |
$149K - $184K
|
21.6K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.99K+ 5.53% |
$145K - $178K
|
57.1K
$3.49M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 0.13% |
$143K - $176K
|
2.25M
$138M
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.94K+ 32.6% |
$142K - $175K
|
11.9K
$729K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.93K+ 20.59% |
$141K - $174K
|
17.2K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.93K+ 79.3% |
$141K - $174K
|
6.62K
$404K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.82KNew |
$136K - $168K
|
2.82K
$172K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.74K+ 9.84% |
$132K - $163K
|
30.6K
$1.87M
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.72K+ 71.75% |
$131K - $162K
|
6.51K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.63K+ 10.48% |
$127K - $157K
|
27.7K
$1.69M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.45K+ 45.25% |
$118K - $146K
|
7.85K
$479K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.44K+ 10.6% |
$118K - $146K
|
25.5K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.4K+ 11.66% |
$116K - $143K
|
23K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.37K+ 207.07% |
$115K - $141K
|
3.52K
$215K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.37K+ 28.52% |
$114K - $141K
|
10.7K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.33K+ 8.78% |
$113K - $139K
|
28.9K
$1.77M
|