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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-442- 5.54% |
$21.3K - $26.3K
|
7.54K
$454K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-457- 5.63% |
$22.1K - $27.2K
|
7.66K
$460K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-461- 2.4% |
$22.3K - $27.5K
|
18.7K
$1.13M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-481- 6.84% |
$23.2K - $28.6K
|
6.55K
$394K
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-490- 5.33% |
$23.7K - $29.2K
|
8.7K
$523K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-510- 5.29% |
$24.6K - $30.4K
|
9.12K
$549K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-517- 9.4% |
$25K - $30.8K
|
4.98K
$300K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-532- 66.42% |
$25.7K - $31.7K
|
269
$16.2K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-536- 11.06% |
$25.9K - $31.9K
|
4.31K
$259K
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-539- 10.3% |
$26K - $32.1K
|
4.69K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-550- 3.85% |
$26.6K - $32.8K
|
13.7K
$825K
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-551- 7.25% |
$26.6K - $32.8K
|
7.05K
$424K
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-565- 8.1% |
$27.3K - $33.7K
|
6.41K
$385K
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-566- 0.31% |
$27.3K - $33.7K
|
181K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-582- 89.13% |
$28.1K - $34.7K
|
71
$4.27K
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-609- 1.79% |
$29.4K - $36.3K
|
33.4K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-620- 2.92% |
$29.9K - $36.9K
|
20.6K
$1.24M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-638- 7.24% |
$30.8K - $38K
|
8.18K
$492K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-643- 10.85% |
$31.1K - $38.3K
|
5.28K
$318K
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-650- 3.82% |
$31.4K - $38.7K
|
16.3K
$983K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-687- 13.58% |
$33.2K - $40.9K
|
4.37K
$263K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-762- 7.5% |
$36.8K - $45.4K
|
9.39K
$565K
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-773- 13.14% |
$37.3K - $46K
|
5.11K
$307K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-775- 1.58% |
$37.4K - $46.2K
|
48.2K
$2.9M
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-788- 4.19% |
$38.1K - $46.9K
|
18K
$1.08M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-818- 10.76% |
$39.5K - $48.7K
|
6.79K
$408K
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-856- 2.84% |
$41.3K - $51K
|
29.3K
$1.76M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-871- 1.02% |
$42.1K - $51.9K
|
84.6K
$5.08M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-887- 15.49% |
$42.8K - $52.8K
|
4.84K
$291K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-895- 2.43% |
$43.2K - $53.3K
|
36K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-906- 5.44% |
$43.8K - $54K
|
15.7K
$947K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-909- 0.14% |
$43.9K - $54.1K
|
628K
$37.8M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-916- 4.48% |
$44.2K - $54.6K
|
19.5K
$1.18M
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-971- 23.93% |
$46.9K - $57.8K
|
3.09K
$186K
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-977- 1.39% |
$47.2K - $58.2K
|
69.4K
$4.17M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-989- 43.32% |
$47.8K - $58.9K
|
1.29K
$77.8K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1K- 6.05% |
$48.3K - $59.6K
|
15.5K
$933K
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-1K- 16.04% |
$48.4K - $59.7K
|
5.25K
$316K
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.06K- 9.22% |
$51.3K - $63.3K
|
10.5K
$629K
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.07K- 11.02% |
$51.4K - $63.4K
|
8.6K
$517K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.11K- 2.61% |
$53.6K - $66.1K
|
41.5K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 3.33% |
$56.2K - $69.3K
|
33.7K
$2.03M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.16K- 6.8% |
$56.2K - $69.3K
|
16K
$959K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.18K- 98.33% |
$57K - $70.3K
|
20
$1.2K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.18K- 71.5% |
$57.2K - $70.5K
|
472
$28.4K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.24K- 9.73% |
$60K - $74K
|
11.5K
$694K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.29K- 18.99% |
$62.5K - $77.1K
|
5.52K
$332K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.3K- 10.06% |
$62.6K - $77.2K
|
11.6K
$697K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.33K- 0.83% |
$64.1K - $79.1K
|
158K
$9.51M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.33K- 2.88% |
$64.3K - $79.3K
|
45K
$2.71M
|