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 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-14- 0.08% |
$983 - $1.08K
|
17.8K
$1.11M
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20Closed |
$1.4K - $1.55K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-22Closed |
$1.54K - $1.7K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-24Closed |
$1.69K - $1.86K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-24- 0.53% |
$1.69K - $1.86K
|
4.47K
$277K
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-26Closed |
$1.83K - $2.01K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-30- 0.24% |
$2.11K - $2.32K
|
12.3K
$763K
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-34- 0.52% |
$2.39K - $2.63K
|
6.46K
$401K
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-34- 12.23% |
$2.39K - $2.63K
|
244
$15.1K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36Closed |
$2.53K - $2.79K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-37Closed |
$2.6K - $2.86K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-51- 0.02% |
$3.58K - $3.95K
|
323K
$20M
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-54Closed |
$3.79K - $4.18K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 1.67% |
$4.14K - $4.57K
|
3.46K
$215K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 8.81% |
$4.21K - $4.64K
|
621
$38.5K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 0.33% |
$4.56K - $5.03K
|
19.7K
$1.22M
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-65Closed |
$4.56K - $5.03K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
SELL
|
- |
-66- 25.19% |
$4.63K - $5.11K
|
196
$12.2K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-76- 1.84% |
$5.34K - $5.88K
|
4.06K
$252K
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-76- 2.56% |
$5.34K - $5.88K
|
2.9K
$180K
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-101- 1.06% |
$7.09K - $7.82K
|
9.38K
$582K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-103- 0.96% |
$7.23K - $7.97K
|
10.6K
$657K
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-112- 0.34% |
$7.86K - $8.67K
|
32.7K
$2.03M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-117- 91.41% |
$8.21K - $9.06K
|
11
$683
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-125- 5.0% |
$8.78K - $9.68K
|
2.38K
$148K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-131- 2.87% |
$9.2K - $10.1K
|
4.43K
$275K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-139- 0.7% |
$9.76K - $10.8K
|
19.7K
$1.22M
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150Closed |
$10.5K - $11.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-155Closed |
$10.9K - $12K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-160- 22.04% |
$11.2K - $12.4K
|
566
$35.1K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-167Closed |
$11.7K - $12.9K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-169- 0.33% |
$11.9K - $13.1K
|
51.3K
$3.18M
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-176- 2.24% |
$12.4K - $13.6K
|
7.7K
$478K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-181- 5.99% |
$12.7K - $14K
|
2.84K
$176K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-183Closed |
$12.8K - $14.2K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-194- 2.21% |
$13.6K - $15K
|
8.58K
$533K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-198- 3.18% |
$13.9K - $15.3K
|
6.03K
$374K
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-199Closed |
$14K - $15.4K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-209- 6.74% |
$14.7K - $16.2K
|
2.89K
$180K
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-211Closed |
$14.8K - $16.3K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-215- 4.26% |
$15.1K - $16.6K
|
4.83K
$300K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-217Closed |
$15.2K - $16.8K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-218- 2.06% |
$15.3K - $16.9K
|
10.3K
$642K
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-231- 0.52% |
$16.2K - $17.9K
|
44.2K
$2.74M
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-235Closed |
$16.5K - $18.2K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-235- 3.08% |
$16.5K - $18.2K
|
7.4K
$459K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-236Closed |
$16.6K - $18.3K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-248- 6.0% |
$17.4K - $19.2K
|
3.88K
$241K
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-257- 6.25% |
$18K - $19.9K
|
3.86K
$239K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-261- 5.78% |
$18.3K - $20.2K
|
4.25K
$264K
|