Purchases and Sales Made in Q3 2023 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

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
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
181
+ 0.56%
$10.2K - $11.2K
32.7K $2.03M
Nov 09, 2023 Q3 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
180
+ 22.5%
$10.1K - $11.1K
980 $60.8K
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
176
+ 1.56%
$9.88K - $10.9K
11.5K $713K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
175
+ 3.66%
$9.83K - $10.8K
4.96K $308K
Oct 30, 2023 Q3 2023
Pflug Koory, LLC

BUY
 -
162
New
$9.1K - $9.99K
162 $10.1K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
161
+ 1.72%
$9.04K - $9.93K
9.53K $592K
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
148
+ 3.7%
$8.31K - $9.13K
4.15K $257K
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
142
New
$7.97K - $8.76K
142 $8.81K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
141
+ 2.47%
$7.92K - $8.7K
5.85K $363K
Oct 23, 2023 Q3 2023
Copeland Capital Management, LLC

BUY
 -
135
+ 135.0%
$7.58K - $8.33K
235 $14.6K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
127
New
$7.13K - $7.83K
127 $7.88K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
115
+ 0.37%
$6.46K - $7.09K
30.9K $1.92M
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
110
+ 647.06%
$6.18K - $6.78K
127 $7.88K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
108
+ 15.47%
$6.06K - $6.66K
806 $50K
Nov 13, 2023 Q3 2023
Interchange Capital Partners, LLC

BUY
 -
105
+ 0.71%
$5.9K - $6.48K
14.9K $923K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
100
New
$5.62K - $6.17K
100 $6.21K
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

BUY
 -
97
+ 2.25%
$5.45K - $5.98K
4.41K $273K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
84
New
$4.72K - $5.18K
84 $5.21K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
83
New
$4.66K - $5.12K
83 $5.15K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
76
+ 1.29%
$4.27K - $4.69K
5.96K $370K
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
70
+ 2.83%
$3.93K - $4.32K
2.54K $158K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
67
+ 0.13%
$3.76K - $4.13K
52K $3.23M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
62
New
$3.48K - $3.82K
62 $3.85K
Nov 13, 2023 Q3 2023
Mas Advisors LLC

Miami, FL
BUY
 -
60
+ 0.36%
$3.37K - $3.7K
16.7K $1.04M
Sep 04, 2024 Q3 2023
Mas Advisors LLC

Miami, FL
BUY
 -
60
+ 0.36%
$3.37K - $3.7K
16.7K $1.04M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
57
+ 0.07%
$3.2K - $3.52K
87.1K $5.4M
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
57
+ 0.07%
$3.2K - $3.52K
87.1K $5.4M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
56
New
$3.14K - $3.45K
56 $3.48K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
55
+ 38.19%
$3.09K - $3.39K
199 $12.3K
Oct 24, 2023 Q3 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
53
+ 2.93%
$2.98K - $3.27K
1.86K $116K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
42
+ 2.28%
$2.36K - $2.59K
1.88K $117K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
39
+ 4.72%
$2.19K - $2.41K
865 $53.7K
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
35
+ 0.31%
$1.97K - $2.16K
11.2K $692K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
35
+ 37.23%
$1.97K - $2.16K
129 $8.01K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
33
+ 0.07%
$1.85K - $2.04K
48.6K $3.01M
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
32
+ 0.59%
$1.8K - $1.97K
5.45K $338K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
30
New
$1.68K - $1.85K
30 $1.86K
Nov 15, 2023 Q3 2023
Elmwood Wealth Management, Inc.

BUY
 -
25
+ 0.08%
$1.4K - $1.54K
31.9K $1.98M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
25
+ 0.2%
$1.4K - $1.54K
12.5K $773K
Nov 06, 2023 Q3 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
24
+ 0.04%
$1.35K - $1.48K
64.4K $3.99M
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
24
+ 6.92%
$1.35K - $1.48K
371 $23K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
23
+ 1.58%
$1.29K - $1.42K
1.48K $91.8K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

BUY
 -
23
+ 176.92%
$1.29K - $1.42K
36 $2.23K
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

BUY
 -
21
+ 10.24%
$1.18K - $1.3K
226 $14K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
19
+ 9.27%
$1.07K - $1.17K
224 $13.9K
Nov 27, 2023 Q3 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
18
+ 0.33%
$1.01K - $1.11K
5.42K $337K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
13
+ 0.06%
$730 - $802
22.5K $1.4M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
10
+ 1.2%
$562 - $617
840 $52.1K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
10
+ 83.33%
$562 - $617
22 $1.37K

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