Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.87MNew |
$131M - $145M
|
1.87M
$116M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.44M+ 4.24% |
$101M - $112M
|
35.5M
$2.2B
|
|
|
Feb 15, 2022
Q4 2021
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
1.04M+ 1176.92% |
$73.1M - $80.6M
|
1.13M
$70.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
631K+ 4.96% |
$44.3M - $48.8M
|
13.3M
$828M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
448K+ 9.97% |
$31.5M - $34.7M
|
4.94M
$307M
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
360K+ 119.83% |
$25.2M - $27.8M
|
660K
$40.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
330KNew |
$23.2M - $25.6M
|
330K
$20.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
245KNew |
$17.2M - $18.9M
|
245K
$15.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
243K+ 2.07% |
$17M - $18.8M
|
12M
$744M
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
236KNew |
$16.5M - $18.2M
|
236K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
209K+ 182.62% |
$14.6M - $16.1M
|
323K
$20M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
197KNew |
$13.8M - $15.2M
|
197K
$12.2M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
193K+ 58.54% |
$13.5M - $14.9M
|
522K
$32.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
176K+ 10.89% |
$12.3M - $13.6M
|
1.79M
$111M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
163K+ 5.02% |
$11.4M - $12.6M
|
3.41M
$211M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
161K+ 7.25% |
$11.3M - $12.4M
|
2.38M
$147M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
134K+ 478425.0% |
$9.41M - $10.4M
|
134K
$8.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Matson Money. Inc.
|
BUY
|
- |
128K+ 4.2% |
$9.01M - $9.94M
|
3.18M
$198M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
126K+ 575.81% |
$8.84M - $9.74M
|
148K
$9.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 4.45% |
$8.56M - $9.43M
|
2.86M
$177M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
118K+ 4.83% |
$8.26M - $9.1M
|
2.55M
$158M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
112K+ 1880.99% |
$7.83M - $8.63M
|
117K
$7.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
110K+ 8.48% |
$7.7M - $8.49M
|
1.4M
$87.1M
|
|
|
Mar 09, 2022
Q4 2021
|
Latigo Investments, LLC
|
BUY
|
- |
109KNew |
$7.63M - $8.41M
|
109K
$6.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
108KNew |
$7.57M - $8.35M
|
108K
$6.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
105K+ 22.42% |
$7.36M - $8.11M
|
572K
$35.5M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
104KNew |
$7.32M - $8.07M
|
104K
$6.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.3K+ 1.8% |
$6.69M - $7.37M
|
5.38M
$334M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.9K+ 15.91% |
$6.31M - $6.96M
|
655K
$40.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
89.8K+ 13.96% |
$6.31M - $6.95M
|
733K
$45.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
84.2K+ 82.4% |
$5.91M - $6.52M
|
186K
$11.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
84K+ 10.16% |
$5.9M - $6.5M
|
911K
$56.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
80K+ 20.95% |
$5.62M - $6.19M
|
462K
$28.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
78.6KNew |
$5.52M - $6.08M
|
78.6K
$4.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
77.9K+ 5.83% |
$5.47M - $6.03M
|
1.42M
$87.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
73.1K+ 27.34% |
$5.13M - $5.65M
|
340K
$21.1M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
72.2KNew |
$5.07M - $5.59M
|
72.2K
$4.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.4K+ 2.98% |
$4.59M - $5.06M
|
2.26M
$140M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62.1KNew |
$4.36M - $4.81M
|
62.1K
$3.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
60.8K+ 1042.91% |
$4.27M - $4.7M
|
66.6K
$4.13M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
58.8KNew |
$4.13M - $4.55M
|
58.8K
$3.65M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
53.7KNew |
$3.77M - $4.15M
|
53.7K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 17.67% |
$3.74M - $4.12M
|
354K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
52.9K+ 60.96% |
$3.71M - $4.09M
|
140K
$8.66M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
51.8K+ 198.34% |
$3.64M - $4.01M
|
78K
$4.84M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
50.8KNew |
$3.56M - $3.93M
|
50.8K
$3.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
50.4K+ 5.03% |
$3.54M - $3.9M
|
1.05M
$65.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50.3KNew |
$3.53M - $3.89M
|
50.3K
$3.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.2K+ 765.21% |
$3.38M - $3.73M
|
54.5K
$3.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
43.9K+ 2.49% |
$3.08M - $3.4M
|
1.81M
$112M
|