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 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-456- 17.09% |
$25.6K - $28.1K
|
2.21K
$137K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-471- 1.34% |
$26.4K - $29K
|
34.6K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-494- 4.41% |
$27.7K - $30.5K
|
10.7K
$664K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-500- 6.09% |
$28.1K - $30.8K
|
7.72K
$479K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-508- 0.95% |
$28.5K - $31.3K
|
53.1K
$3.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-508- 0.95% |
$28.5K - $31.3K
|
53.1K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-529- 12.42% |
$29.7K - $32.6K
|
3.73K
$231K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-536- 1.3% |
$30.1K - $33.1K
|
40.7K
$2.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-541- 4.83% |
$30.4K - $33.4K
|
10.7K
$662K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-542- 1.16% |
$30.4K - $33.4K
|
46.3K
$2.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-545- 1.94% |
$30.6K - $33.6K
|
27.5K
$1.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-554- 3.29% |
$31.1K - $34.2K
|
16.3K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-587- 5.14% |
$33K - $36.2K
|
10.8K
$672K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-589- 9.36% |
$33.1K - $36.3K
|
5.71K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-595- 0.39% |
$33.4K - $36.7K
|
150K
$9.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-597- 0.3% |
$33.5K - $36.8K
|
199K
$12.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-603- 8.83% |
$33.9K - $37.2K
|
6.23K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-617- 0.45% |
$34.6K - $38.1K
|
137K
$8.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-622- 1.78% |
$34.9K - $38.4K
|
34.4K
$2.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-628- 0.85% |
$35.3K - $38.7K
|
73K
$4.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-656- 6.57% |
$36.8K - $40.5K
|
9.32K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-689- 2.05% |
$38.7K - $42.5K
|
33K
$2.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-706- 18.43% |
$39.6K - $43.5K
|
3.13K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-717- 3.96% |
$40.3K - $44.2K
|
17.4K
$1.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-719- 1.66% |
$40.4K - $44.3K
|
42.7K
$2.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-733- 2.39% |
$41.2K - $45.2K
|
30K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-785- 38.29% |
$44.1K - $48.4K
|
1.27K
$78.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-830- 0.79% |
$46.6K - $51.2K
|
104K
$6.47M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-834- 8.8% |
$46.8K - $51.4K
|
8.64K
$536K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-851- 1.49% |
$47.8K - $52.5K
|
56.5K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-909- 8.43% |
$51K - $56.1K
|
9.87K
$613K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-931- 2.98% |
$52.3K - $57.4K
|
30.3K
$1.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-947- 5.09% |
$53.2K - $58.4K
|
17.7K
$1.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1K- 1.65% |
$56.2K - $61.7K
|
59.6K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.03K- 3.74% |
$57.8K - $63.5K
|
26.5K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.11K- 3.67% |
$62.2K - $68.3K
|
29.1K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.15K- 2.4% |
$64.7K - $71K
|
46.8K
$2.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.16K- 15.87% |
$65K - $71.4K
|
6.14K
$381K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.16K- 26.82% |
$65.1K - $71.5K
|
3.16K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 3.57% |
$65.3K - $71.7K
|
31.4K
$1.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.17K- 11.35% |
$65.9K - $72.4K
|
9.17K
$569K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 5.19% |
$66.1K - $72.6K
|
21.5K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 9.8% |
$68.6K - $75.3K
|
11.2K
$697K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.23K- 11.26% |
$69.2K - $76K
|
9.72K
$603K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.24K- 1.45% |
$69.6K - $76.4K
|
84.4K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.26K- 2.37% |
$70.7K - $77.6K
|
51.9K
$3.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.27K- 6.96% |
$71.4K - $78.4K
|
17K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.29K- 11.51% |
$72.2K - $79.2K
|
9.88K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 4.72% |
$72.9K - $80K
|
26.2K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.3K- 3.0% |
$73K - $80.2K
|
42.1K
$2.61M
|