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 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-35.6K- 6.84% |
$2M - $2.2M
|
485K
$30.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-37K- 46.11% |
$2.08M - $2.28M
|
43.3K
$2.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-37.9K- 9.92% |
$2.13M - $2.34M
|
344K
$21.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-41.2K- 20.6% |
$2.31M - $2.54M
|
159K
$9.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-46.7K- 98.63% |
$2.62M - $2.88M
|
650
$40.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-52.5K- 41.86% |
$2.95M - $3.24M
|
73K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-61.1K- 35.93% |
$3.43M - $3.77M
|
109K
$6.77M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-63K- 21.08% |
$3.54M - $3.89M
|
236K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-69.2K- 11.16% |
$3.89M - $4.27M
|
551K
$34.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-76K- 4.76% |
$4.27M - $4.69M
|
1.52M
$94.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-93.2K- 4.31% |
$5.23M - $5.75M
|
2.07M
$129M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-105K- 8.8% |
$5.87M - $6.45M
|
1.08M
$67.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-116K- 2.17% |
$6.51M - $7.15M
|
5.22M
$324M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-160K- 38.72% |
$8.97M - $9.86M
|
253K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-188KClosed |
$10.6M - $11.6M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-232K- 18.91% |
$13M - $14.3M
|
995K
$61.8M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-248K- 96.51% |
$13.9M - $15.3M
|
8.97K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-271K- 51.84% |
$15.2M - $16.7M
|
252K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-399K- 21.39% |
$22.4M - $24.6M
|
1.47M
$90.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-564K- 50.09% |
$31.6M - $34.8M
|
561K
$34.8M
|