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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.31K- 0.58% |
$73.6K - $80.8K
|
227K
$14.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.34K- 9.7% |
$75.2K - $82.6K
|
12.5K
$774K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.35K- 1.35% |
$75.7K - $83.2K
|
98.3K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.4K- 25.48% |
$78.7K - $86.4K
|
4.1K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.47K- 5.78% |
$82.3K - $90.4K
|
23.9K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.54K- 14.47% |
$86.5K - $95K
|
9.11K
$565K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.62K- 18.22% |
$91.2K - $100K
|
7.29K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.65K- 3.33% |
$92.5K - $102K
|
47.8K
$2.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.67K- 2.83% |
$93.7K - $103K
|
57.3K
$3.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.7K- 1.67% |
$95.3K - $105K
|
100K
$6.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.71K- 1.42% |
$96.1K - $106K
|
119K
$7.36M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.73K- 3.61% |
$96.9K - $106K
|
46.1K
$2.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.73K- 0.11% |
$97K - $107K
|
1.54M
$95.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.81K- 25.61% |
$102K - $112K
|
5.26K
$326K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.82K- 1.8% |
$102K - $112K
|
99.5K
$6.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.83K- 3.51% |
$103K - $113K
|
50.4K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.84K- 11.27% |
$103K - $114K
|
14.5K
$900K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.88K- 14.66% |
$105K - $116K
|
10.9K
$678K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.95K- 16.69% |
$109K - $120K
|
9.73K
$604K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.03K- 17.28% |
$114K - $125K
|
9.72K
$603K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.03K- 3.69% |
$114K - $125K
|
53.1K
$3.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.13K- 5.61% |
$120K - $132K
|
35.9K
$2.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.15K- 4.72% |
$121K - $133K
|
43.4K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.2K- 2.57% |
$124K - $136K
|
83.6K
$5.19M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.22K- 93.31% |
$124K - $137K
|
159
$9.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.24K- 34.45% |
$126K - $138K
|
4.27K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.29K- 1.3% |
$129K - $141K
|
174K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.3K- 84.31% |
$129K - $142K
|
428
$26.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.36K- 0.67% |
$132K - $145K
|
348K
$21.6M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.37K- 5.87% |
$133K - $146K
|
37.9K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2.42K- 1.11% |
$136K - $149K
|
216K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.51K- 13.1% |
$141K - $155K
|
16.7K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2.6K- 2.09% |
$146K - $160K
|
121K
$7.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.62K- 3.01% |
$147K - $161K
|
84.4K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.64K- 29.22% |
$148K - $163K
|
6.39K
$396K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.74K- 18.56% |
$154K - $169K
|
12K
$746K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.88K- 14.93% |
$162K - $177K
|
16.4K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3K- 11.91% |
$168K - $185K
|
22.2K
$1.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.04K- 34.08% |
$171K - $188K
|
5.89K
$365K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.06K- 2.75% |
$172K - $189K
|
108K
$6.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.31K- 3.59% |
$186K - $204K
|
88.9K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.36K- 8.5% |
$189K - $207K
|
36.2K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.52K- 99.8% |
$198K - $217K
|
7
$434
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.55K- 13.99% |
$199K - $219K
|
21.8K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.55K- 4.01% |
$200K - $219K
|
85K
$5.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.77K- 4.97% |
$212K - $232K
|
72K
$4.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.89K- 9.39% |
$219K - $240K
|
37.6K
$2.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.04K- 5.12% |
$227K - $249K
|
74.9K
$4.65M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.1K- 6.33% |
$230K - $253K
|
60.7K
$3.77M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.11K- 2.61% |
$231K - $254K
|
153K
$9.52M
|