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 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-223- 1.03% |
$13.4K - $15.2K
|
21.4K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-226- 1.06% |
$13.6K - $15.4K
|
21.1K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-238- 5.84% |
$14.3K - $16.2K
|
3.84K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-241- 2.42% |
$14.5K - $16.4K
|
9.74K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-258- 1.93% |
$15.5K - $17.6K
|
13.1K
$815K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-264- 2.07% |
$15.9K - $18K
|
12.5K
$774K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-273- 1.32% |
$16.4K - $18.6K
|
20.4K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-294- 83.29% |
$17.7K - $20K
|
59
$3.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-311- 9.17% |
$18.7K - $21.2K
|
3.08K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-320- 0.94% |
$19.2K - $21.8K
|
33.6K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-328- 6.72% |
$19.7K - $22.4K
|
4.56K
$283K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-330- 0.87% |
$19.8K - $22.5K
|
37.6K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-338- 3.16% |
$20.3K - $23K
|
10.4K
$643K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-344- 1.2% |
$20.7K - $23.5K
|
28.3K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-344- 1.8% |
$20.7K - $23.5K
|
18.7K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-349- 0.55% |
$21K - $23.8K
|
62.9K
$3.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-357- 20.24% |
$21.5K - $24.3K
|
1.41K
$87.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-371- 39.89% |
$22.3K - $25.3K
|
559
$34.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-380- 1.54% |
$22.8K - $25.9K
|
24.4K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-410- 11.82% |
$24.7K - $27.9K
|
3.06K
$190K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-424- 16.59% |
$25.5K - $28.9K
|
2.13K
$132K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-425- 1.08% |
$25.6K - $29K
|
38.9K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-431- 7.97% |
$25.9K - $29.4K
|
4.98K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-440- 0.81% |
$26.5K - $30K
|
54K
$3.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-447- 62.0% |
$26.9K - $30.5K
|
274
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-452- 7.58% |
$27.2K - $30.8K
|
5.51K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-457- 1.35% |
$27.5K - $31.2K
|
33.4K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-466- 2.59% |
$28K - $31.8K
|
17.5K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-469- 1.94% |
$28.2K - $32K
|
23.7K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-472- 17.95% |
$28.4K - $32.2K
|
2.16K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-474- 13.7% |
$28.5K - $32.3K
|
2.99K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-478- 4.12% |
$28.7K - $32.6K
|
11.1K
$690K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-493- 5.75% |
$29.6K - $33.6K
|
8.08K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-500- 90.74% |
$30.1K - $34.1K
|
51
$3.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$30.1K - $34.1K
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-500- 10.26% |
$30.1K - $34.1K
|
4.37K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-525- 1.04% |
$31.6K - $35.8K
|
49.8K
$3.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-542- 2.06% |
$32.6K - $36.9K
|
25.8K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-545- 7.44% |
$32.8K - $37.2K
|
6.79K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-547- 2.34% |
$32.9K - $37.3K
|
22.8K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-563- 12.07% |
$33.9K - $38.4K
|
4.1K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-563- 1.71% |
$33.9K - $38.4K
|
32.3K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-568- 0.52% |
$34.2K - $38.7K
|
110K
$6.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-577- 7.14% |
$34.7K - $39.3K
|
7.51K
$466K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-596- 1.48% |
$35.8K - $40.6K
|
39.7K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-602- 2.54% |
$36.2K - $41K
|
23.1K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-614- 22.41% |
$36.9K - $41.9K
|
2.13K
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-629- 5.75% |
$37.8K - $42.9K
|
10.3K
$640K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-641- 0.55% |
$38.5K - $43.7K
|
115K
$7.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-647- 4.28% |
$38.9K - $44.1K
|
14.5K
$899K
|