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 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-37- 0.19% |
$1.79K - $2.2K
|
19.7K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 5.41% |
$1.93K - $2.38K
|
700
$42.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-52- 0.94% |
$2.51K - $3.1K
|
5.46K
$328K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-57- 15.57% |
$2.75K - $3.39K
|
309
$18.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-58- 19.46% |
$2.8K - $3.45K
|
240
$14.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-63- 17.9% |
$3.04K - $3.75K
|
289
$17.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-69- 0.41% |
$3.33K - $4.11K
|
16.8K
$1.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-74- 0.39% |
$3.57K - $4.41K
|
18.8K
$1.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-74- 1.44% |
$3.57K - $4.41K
|
5.05K
$304K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-80- 0.19% |
$3.86K - $4.76K
|
41K
$2.46M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-83- 23.25% |
$4.01K - $4.94K
|
274
$16.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-92- 0.93% |
$4.44K - $5.48K
|
9.8K
$589K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-97- 1.76% |
$4.69K - $5.78K
|
5.4K
$325K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-97Closed |
$4.69K - $5.78K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-100- 0.59% |
$4.83K - $5.96K
|
16.9K
$1.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-111- 0.97% |
$5.36K - $6.61K
|
11.3K
$681K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-119- 0.21% |
$5.75K - $7.09K
|
57.2K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Palladiem, LLC
|
SELL
|
- |
-133- 0.14% |
$6.42K - $7.92K
|
94.5K
$5.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-137- 1.94% |
$6.62K - $8.16K
|
6.91K
$415K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-141- 58.75% |
$6.81K - $8.4K
|
99
$5.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-143- 0.52% |
$6.91K - $8.52K
|
27.4K
$1.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-150- 0.22% |
$7.25K - $8.93K
|
67.9K
$4.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-172- 2.92% |
$8.31K - $10.2K
|
5.71K
$343K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-172- 2.18% |
$8.31K - $10.2K
|
7.71K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-194- 2.84% |
$9.37K - $11.6K
|
6.63K
$399K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 2.38% |
$9.66K - $11.9K
|
8.21K
$493K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-213- 2.79% |
$10.3K - $12.7K
|
7.41K
$446K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-219- 5.02% |
$10.6K - $13K
|
4.14K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-224- 0.01% |
$10.8K - $13.3K
|
2.86M
$172M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-245- 4.83% |
$11.8K - $14.6K
|
4.83K
$290K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-246- 9.33% |
$11.9K - $14.7K
|
2.39K
$144K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-265- 4.24% |
$12.8K - $15.8K
|
5.98K
$360K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-274- 1.01% |
$13.2K - $16.3K
|
26.9K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-276- 2.89% |
$13.3K - $16.4K
|
9.26K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-276- 1.56% |
$13.3K - $16.4K
|
17.4K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-289- 6.5% |
$14K - $17.2K
|
4.16K
$250K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-295- 2.48% |
$14.2K - $17.6K
|
11.6K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.64% |
$14.5K - $17.9K
|
11.1K
$666K
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-305- 2.1% |
$14.7K - $18.2K
|
14.2K
$856K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-375- 2.72% |
$18.1K - $22.3K
|
13.4K
$807K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-376- 67.02% |
$18.2K - $22.4K
|
185
$11.1K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-384- 20.86% |
$18.5K - $22.9K
|
1.46K
$87.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-389- 7.88% |
$18.8K - $23.2K
|
4.55K
$274K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-394- 0.61% |
$19K - $23.5K
|
63.8K
$3.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-395- 83.16% |
$19.1K - $23.5K
|
80
$4.81K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-398- 5.65% |
$19.2K - $23.7K
|
6.65K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-418- 71.58% |
$20.2K - $24.9K
|
166
$9.98K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-431- 75.61% |
$20.8K - $25.7K
|
139
$8.36K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-438- 2.64% |
$21.2K - $26.1K
|
16.1K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-441- 7.54% |
$21.3K - $26.3K
|
5.4K
$325K
|