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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.6K+ 5.63% |
$764K - $840K
|
255K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
13K+ 19.29% |
$730K - $801K
|
80.3K
$4.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
11K+ 5.65% |
$616K - $677K
|
205K
$12.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 2.65% |
$596K - $655K
|
412K
$25.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
10.3KNew |
$580K - $637K
|
10.3K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 13.33% |
$572K - $629K
|
86.7K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.73KNew |
$546K - $600K
|
9.73K
$604K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.53K+ 3.98% |
$535K - $588K
|
249K
$15.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
BUY
|
- |
8.76K+ 18.58% |
$492K - $540K
|
55.9K
$3.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.49K+ 3.44% |
$477K - $524K
|
255K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.49K+ 20.07% |
$477K - $523K
|
50.8K
$3.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.17K+ 32.64% |
$458K - $504K
|
33.2K
$2.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
7.92K+ 5.76% |
$445K - $488K
|
145K
$9.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.74K+ 2.56% |
$435K - $477K
|
310K
$19.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.68KNew |
$431K - $473K
|
7.68K
$476K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.47K+ 37.03% |
$420K - $461K
|
27.6K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.15KNew |
$402K - $441K
|
7.15K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.76KNew |
$379K - $417K
|
6.76K
$419K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.74K+ 19.93% |
$378K - $416K
|
40.6K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
6.04K+ 86.57% |
$339K - $373K
|
13K
$808K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.96K+ 4.5% |
$335K - $367K
|
138K
$8.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.91K+ 2.41% |
$332K - $365K
|
251K
$15.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.84K+ 2.88% |
$328K - $360K
|
209K
$13M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.79K+ 11.67% |
$325K - $357K
|
55.4K
$3.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.76K+ 9.6% |
$324K - $355K
|
65.8K
$4.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.74K+ 0.97% |
$322K - $354K
|
598K
$37.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.67K+ 71.71% |
$318K - $349K
|
13.6K
$842K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.62K+ 68.9% |
$315K - $346K
|
13.8K
$854K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.54K+ 3.22% |
$311K - $342K
|
178K
$11M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.46K+ 10.22% |
$306K - $336K
|
58.9K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.26KNew |
$295K - $324K
|
5.26K
$326K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.07KNew |
$284K - $312K
|
5.07K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.82K+ 53.09% |
$271K - $297K
|
13.9K
$863K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.63KNew |
$260K - $285K
|
4.63K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.6K+ 13.76% |
$258K - $284K
|
38K
$2.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.57K+ 0.65% |
$256K - $282K
|
702K
$43.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4.46K+ 11.98% |
$251K - $275K
|
41.7K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.24KNew |
$238K - $261K
|
4.24K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.2K+ 19.84% |
$236K - $259K
|
25.4K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
3.99K+ 6.55% |
$224K - $246K
|
64.9K
$4.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3.98K+ 3.25% |
$224K - $246K
|
127K
$7.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.92K+ 20.38% |
$220K - $241K
|
23.1K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.71K+ 4.28% |
$208K - $228K
|
90.4K
$5.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3.67KNew |
$206K - $226K
|
3.67K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
3.59KNew |
$201K - $221K
|
3.59K
$223K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.53K+ 6.16% |
$198K - $218K
|
60.8K
$3.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.49K+ 21.4% |
$196K - $215K
|
19.8K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.42K+ 13.25% |
$192K - $211K
|
29.2K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
3.36K+ 4.01% |
$189K - $207K
|
87.3K
$5.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.2K+ 1.5% |
$180K - $197K
|
217K
$13.5M
|