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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$505 - $555
|
9
$559
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9+ 2.77% |
$505 - $555
|
334
$20.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.51% |
$225 - $247
|
788
$48.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.03% |
$225 - $247
|
11.6K
$717K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4New |
$225 - $247
|
4
$248
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1+ 0.28% |
$56.2 - $61.7
|
361
$22.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$281 - $308
|
9.75K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.09% |
$337 - $370
|
6.5K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10- 18.87% |
$562 - $617
|
43
$2.67K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 19.23% |
$562 - $617
|
42
$2.61K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 0.27% |
$562 - $617
|
3.65K
$227K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14- 0.16% |
$786 - $863
|
8.72K
$541K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-17- 0.07% |
$955 - $1.05K
|
25.4K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-18- 12.5% |
$1.01K - $1.11K
|
126
$7.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24- 0.35% |
$1.35K - $1.48K
|
6.8K
$422K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-24- 82.76% |
$1.35K - $1.48K
|
5
$310
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-26- 12.56% |
$1.46K - $1.6K
|
181
$11.2K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-26Closed |
$1.46K - $1.6K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-26- 0.51% |
$1.46K - $1.6K
|
5.1K
$317K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-29- 0.56% |
$1.63K - $1.79K
|
5.14K
$319K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29- 0.33% |
$1.63K - $1.79K
|
8.89K
$551K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-29- 2.38% |
$1.63K - $1.79K
|
1.19K
$73.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-29- 5.05% |
$1.63K - $1.79K
|
545
$33.8K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-31- 0.18% |
$1.74K - $1.91K
|
17.5K
$1.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-36- 0.55% |
$2.02K - $2.22K
|
6.53K
$405K
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-40- 0.86% |
$2.25K - $2.47K
|
4.62K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-48- 23.88% |
$2.7K - $2.96K
|
153
$9.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-49- 1.15% |
$2.75K - $3.02K
|
4.22K
$262K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 1.92% |
$2.81K - $3.08K
|
2.55K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-53- 7.41% |
$2.98K - $3.27K
|
662
$41.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-55- 1.34% |
$3.09K - $3.39K
|
4.05K
$251K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-57- 0.23% |
$3.2K - $3.52K
|
24.3K
$1.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-57- 0.78% |
$3.2K - $3.52K
|
7.28K
$452K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-58- 5.28% |
$3.26K - $3.58K
|
1.04K
$64.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-67- 35.83% |
$3.76K - $4.13K
|
120
$7.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-74- 1.17% |
$4.16K - $4.56K
|
6.25K
$388K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-82- 0.14% |
$4.6K - $5.06K
|
58K
$3.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-84- 0.97% |
$4.72K - $5.18K
|
8.59K
$533K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-93- 86.11% |
$5.22K - $5.74K
|
15
$931
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-98- 13.54% |
$5.5K - $6.04K
|
626
$38.8K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-99- 0.96% |
$5.56K - $6.11K
|
10.3K
$637K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-101- 9.49% |
$5.67K - $6.23K
|
963
$59.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-102- 31.78% |
$5.73K - $6.29K
|
219
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-103- 5.22% |
$5.78K - $6.35K
|
1.87K
$116K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-109- 75.17% |
$6.12K - $6.72K
|
36
$2.23K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-116- 0.24% |
$6.51K - $7.15K
|
48.2K
$2.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-119- 2.45% |
$6.68K - $7.34K
|
4.73K
$294K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-121- 5.22% |
$6.79K - $7.46K
|
2.2K
$136K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-130- 74.29% |
$7.3K - $8.02K
|
45
$2.79K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-131- 1.35% |
$7.36K - $8.08K
|
9.58K
$594K
|