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
|
Quent Capital, LLC
|
BUY
|
- |
2.15K+ 2.43% |
$104K - $128K
|
90.5K
$5.44M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.14KNew |
$103K - $127K
|
2.14K
$129K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.14K+ 19.77% |
$103K - $127K
|
13K
$779K
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2.1K+ 11.93% |
$102K - $125K
|
19.7K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.08KNew |
$101K - $124K
|
2.08K
$125K
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2K+ 5.64% |
$96.8K - $119K
|
37.6K
$2.26M
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2KNew |
$96.6K - $119K
|
2K
$120K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.95K+ 31.83% |
$94.3K - $116K
|
8.08K
$486K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.87KNew |
$90.5K - $112K
|
1.87K
$113K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.87K+ 1.77% |
$90.3K - $111K
|
108K
$6.48M
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.84K+ 21.51% |
$88.9K - $110K
|
10.4K
$625K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 38.49% |
$88.7K - $109K
|
6.61K
$397K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.78K+ 7.69% |
$85.8K - $106K
|
24.9K
$1.5M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.77K+ 4.71% |
$85.3K - $105K
|
39.3K
$2.36M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.73K+ 6.17% |
$83.7K - $103K
|
29.8K
$1.79M
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.68K+ 9.96% |
$81.2K - $100K
|
18.6K
$1.12M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.63K+ 1.71% |
$78.9K - $97.3K
|
97.1K
$5.84M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.63K+ 1.71% |
$78.9K - $97.3K
|
97.1K
$5.84M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.59KNew |
$76.8K - $94.8K
|
1.59K
$95.7K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.55K+ 4.57% |
$75K - $92.4K
|
35.5K
$2.14M
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.55K+ 2.56% |
$74.6K - $92K
|
62K
$3.73M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.54KNew |
$74.3K - $91.7K
|
1.54K
$92.5K
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.53K+ 1.66% |
$73.9K - $91.1K
|
94K
$5.65M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 0.5% |
$73.7K - $90.9K
|
304K
$18.3M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.47K+ 16.38% |
$71.1K - $87.7K
|
10.5K
$629K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.44K+ 5.32% |
$69.3K - $85.5K
|
28.4K
$1.71M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.41K+ 1.62% |
$68.2K - $84K
|
88.5K
$5.32M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 3.92% |
$67.3K - $83K
|
37K
$2.22M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 452.65% |
$66K - $81.4K
|
1.67K
$100K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.34KNew |
$64.7K - $79.8K
|
1.34K
$80.5K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.3K+ 3.28% |
$62.8K - $77.5K
|
41K
$2.47M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 0.49% |
$62.6K - $77.2K
|
266K
$16M
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.27K+ 12.53% |
$61.1K - $75.3K
|
11.4K
$683K
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.19K+ 14.7% |
$57.4K - $70.8K
|
9.28K
$558K
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.18K+ 14.52% |
$57K - $70.3K
|
9.3K
$559K
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.18K+ 2.67% |
$56.9K - $70.2K
|
45.3K
$2.72M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$56.7K - $69.9K
|
1.17K
$70.5K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 0.04% |
$55.8K - $68.9K
|
2.77M
$167M
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.12K+ 9.03% |
$54K - $66.6K
|
13.5K
$812K
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
1.11K+ 1.81% |
$53.4K - $65.8K
|
62.2K
$3.74M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.07K+ 3.25% |
$51.4K - $63.4K
|
33.8K
$2.03M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.05K+ 36.84% |
$50.7K - $62.5K
|
3.9K
$235K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02K+ 7.28% |
$49.4K - $60.9K
|
15.1K
$905K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.02K+ 7.28% |
$49.4K - $60.9K
|
15.1K
$905K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
1K+ 0.29% |
$48.4K - $59.7K
|
343K
$20.6M
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
996+ 1.92% |
$48.1K - $59.3K
|
52.8K
$3.17M
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
991+ 9.07% |
$47.9K - $59K
|
11.9K
$717K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
979+ 9.45% |
$47.3K - $58.3K
|
11.3K
$682K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
927+ 5.24% |
$44.8K - $55.2K
|
18.6K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
925+ 2.0% |
$44.7K - $55.1K
|
47.3K
$2.84M
|