Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6.03K- 16.21% |
$362K - $411K
|
31.1K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.24K- 4.37% |
$375K - $425K
|
136K
$8.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.25K- 3.59% |
$376K - $426K
|
168K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.39K- 3.1% |
$384K - $435K
|
199K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.81K- 3.0% |
$409K - $464K
|
220K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6.87K- 5.62% |
$413K - $468K
|
115K
$7.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.05K- 11.13% |
$424K - $481K
|
56.3K
$3.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7.11K- 3.94% |
$428K - $485K
|
173K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.67K- 26.63% |
$461K - $523K
|
21.1K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.93K- 4.25% |
$477K - $541K
|
179K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.04K- 4.96% |
$483K - $548K
|
154K
$9.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.18K- 5.5% |
$492K - $558K
|
141K
$8.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-8.72K- 10.17% |
$524K - $594K
|
77K
$4.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.49K- 24.81% |
$570K - $647K
|
28.7K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-10.2K- 31.55% |
$612K - $694K
|
22.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-10.5K- 3.61% |
$631K - $716K
|
281K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.9K- 7.99% |
$836K - $948K
|
160K
$9.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 23.99% |
$955K - $1.08M
|
50.3K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.1K- 30.5% |
$966K - $1.09M
|
36.6K
$2.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.4K- 1.24% |
$986K - $1.12M
|
1.31M
$81M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.8K- 46.17% |
$1.13M - $1.28M
|
21.9K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-19.5K- 5.35% |
$1.17M - $1.33M
|
345K
$21.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-19.8K- 4.29% |
$1.19M - $1.35M
|
442K
$27.4M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-24.4K- 18.94% |
$1.47M - $1.67M
|
105K
$6.49M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.8K- 14.02% |
$1.49M - $1.69M
|
152K
$9.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.1K- 1.49% |
$1.51M - $1.71M
|
1.66M
$103M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-25.5K- 32.96% |
$1.54M - $1.74M
|
52K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-26.5K- 47.4% |
$1.59M - $1.81M
|
29.4K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-30.1K- 4.3% |
$1.81M - $2.05M
|
670K
$41.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-32.8K- 23.77% |
$1.97M - $2.24M
|
105K
$6.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-32.9K- 34.05% |
$1.98M - $2.24M
|
63.7K
$3.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-35.7K- 33.13% |
$2.14M - $2.43M
|
72K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-43.2K- 29.68% |
$2.6M - $2.95M
|
102K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 3.96% |
$2.72M - $3.09M
|
1.1M
$68.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-47.3K- 14.91% |
$2.84M - $3.22M
|
270K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-48.9K- 64.45% |
$2.94M - $3.33M
|
27K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-51.4K- 54.0% |
$3.09M - $3.51M
|
43.8K
$2.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64.5K- 95.01% |
$3.88M - $4.4M
|
3.39K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-65.6K- 5.51% |
$3.95M - $4.47M
|
1.13M
$69.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-70.5K- 30.04% |
$4.24M - $4.81M
|
164K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-74.9K- 13.89% |
$4.5M - $5.1M
|
464K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.5K- 2.76% |
$4.6M - $5.22M
|
2.69M
$167M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-86.6K- 70.61% |
$5.21M - $5.9M
|
36K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 5.69% |
$6.7M - $7.6M
|
1.85M
$115M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-116K- 82.63% |
$6.96M - $7.89M
|
24.3K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-116K- 72.1% |
$6.98M - $7.91M
|
44.9K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 26.43% |
$7.05M - $7.99M
|
326K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-123K- 31.12% |
$7.41M - $8.4M
|
273K
$16.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-138K- 2.78% |
$8.32M - $9.43M
|
4.83M
$300M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-140K- 23.31% |
$8.43M - $9.55M
|
461K
$28.6M
|