Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.25K- 1.77% |
$239K - $262K
|
236K
$14.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.26K- 1.54% |
$239K - $263K
|
272K
$16.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-4.3K- 18.07% |
$242K - $265K
|
19.5K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.36K- 7.69% |
$245K - $269K
|
52.3K
$3.25M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.37KClosed |
$245K - $269K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-4.4K- 2.16% |
$247K - $271K
|
199K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.6K- 61.51% |
$258K - $284K
|
2.88K
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.82K- 49.79% |
$270K - $297K
|
4.86K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.11K- 0.81% |
$287K - $315K
|
626K
$38.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.19K- 13.15% |
$291K - $320K
|
34.3K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.2K- 3.95% |
$292K - $321K
|
126K
$7.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.25K- 2.92% |
$295K - $324K
|
174K
$10.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.25K- 9.61% |
$295K - $324K
|
49.4K
$3.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.26K- 46.12% |
$295K - $324K
|
6.15K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.61K- 2.57% |
$315K - $346K
|
213K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.8K- 11.15% |
$326K - $358K
|
46.2K
$2.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-5.82K- 11.89% |
$327K - $359K
|
43.1K
$2.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.87K- 9.01% |
$329K - $362K
|
59.3K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.12K- 10.17% |
$343K - $377K
|
54K
$3.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.27K- 5.67% |
$352K - $387K
|
104K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.64K- 3.44% |
$373K - $409K
|
186K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-6.67K- 31.31% |
$375K - $411K
|
14.6K
$908K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.9K- 3.54% |
$387K - $425K
|
188K
$11.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.54K- 8.7% |
$423K - $465K
|
79.1K
$4.91M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-8.15K- 2.9% |
$458K - $502K
|
273K
$16.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.63K- 43.68% |
$484K - $532K
|
11.1K
$690K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.16K- 0.7% |
$514K - $565K
|
1.3M
$80.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.55K- 9.1% |
$536K - $589K
|
95.4K
$5.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.79K- 24.25% |
$549K - $603K
|
30.6K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.5K- 12.24% |
$590K - $648K
|
75.4K
$4.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.1K- 47.92% |
$625K - $686K
|
12.1K
$751K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 9.14% |
$647K - $710K
|
115K
$7.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.6K- 15.15% |
$653K - $717K
|
65.1K
$4.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-12.1K- 70.04% |
$677K - $744K
|
5.16K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-13K- 19.16% |
$732K - $804K
|
55K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.6K- 7.6% |
$761K - $836K
|
165K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.6K- 3.21% |
$765K - $840K
|
411K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.1K- 76.11% |
$849K - $933K
|
4.75K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.3K- 6.78% |
$860K - $945K
|
211K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17.7K- 7.25% |
$994K - $1.09M
|
226K
$14.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17.8K- 3.19% |
$998K - $1.1M
|
539K
$33.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.3K- 72.95% |
$1.14M - $1.25M
|
7.52K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.7K- 13.15% |
$1.16M - $1.28M
|
137K
$8.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-22.3K- 35.06% |
$1.25M - $1.37M
|
41.3K
$2.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24.2K- 3.66% |
$1.36M - $1.5M
|
638K
$39.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25.1K- 29.28% |
$1.41M - $1.55M
|
60.7K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26K- 51.06% |
$1.46M - $1.6M
|
24.9K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-28.6K- 42.89% |
$1.61M - $1.77M
|
38.1K
$2.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-34.1K- 4.58% |
$1.92M - $2.11M
|
711K
$44.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-34.9K- 24.22% |
$1.96M - $2.15M
|
109K
$6.77M
|