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 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.39K- 18.42% |
$97.6K - $108K
|
6.16K
$382K
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-1.41KClosed |
$98.6K - $109K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-1.63K- 10.34% |
$114K - $126K
|
14.1K
$874K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.67K- 31.6% |
$117K - $129K
|
3.62K
$225K
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.7K- 5.76% |
$119K - $132K
|
27.8K
$1.73M
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.72KClosed |
$121K - $133K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.83K- 55.94% |
$128K - $141K
|
1.44K
$89.2K
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.83K- 4.97% |
$128K - $142K
|
35K
$2.17M
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.91K- 12.21% |
$134K - $148K
|
13.7K
$850K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.97K- 12.93% |
$138K - $152K
|
13.2K
$821K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.22K- 65.72% |
$156K - $172K
|
1.16K
$71.7K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-2.22K- 1.76% |
$156K - $172K
|
124K
$7.71M
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.23K- 8.26% |
$156K - $172K
|
24.7K
$1.53M
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.38K- 5.74% |
$167K - $184K
|
39K
$2.42M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.54K- 29.3% |
$178K - $197K
|
6.13K
$381K
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.6K- 2.57% |
$183K - $201K
|
98.8K
$6.13M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.62KClosed |
$184K - $203K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.63K- 79.21% |
$184K - $203K
|
689
$42.8K
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-2.65K- 5.36% |
$186K - $205K
|
46.9K
$2.91M
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.71KClosed |
$190K - $210K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.72KClosed |
$191K - $210K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.72K- 8.91% |
$191K - $211K
|
27.8K
$1.73M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.78KClosed |
$195K - $215K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.01K- 1.62% |
$211K - $233K
|
183K
$11.3M
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.07KClosed |
$216K - $238K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-3.1KClosed |
$217K - $240K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.39K- 3.88% |
$238K - $263K
|
83.9K
$5.21M
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-3.53K- 6.75% |
$247K - $273K
|
48.7K
$3.02M
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.72K- 3.87% |
$261K - $288K
|
92.4K
$5.73M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.75K- 11.28% |
$263K - $290K
|
29.5K
$1.83M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4K- 14.89% |
$281K - $309K
|
22.8K
$1.42M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.03K- 17.26% |
$283K - $312K
|
19.3K
$1.2M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-4.08K- 25.64% |
$287K - $316K
|
11.8K
$735K
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
SELL
|
- |
-4.15K- 12.16% |
$291K - $321K
|
30K
$1.86M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.16K- 4.16% |
$292K - $322K
|
95.8K
$5.94M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.16K- 4.16% |
$292K - $322K
|
95.8K
$5.94M
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.18KClosed |
$294K - $324K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.22K- 5.41% |
$296K - $326K
|
73.7K
$4.58M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-4.22K- 0.93% |
$296K - $326K
|
451K
$28M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.6K- 12.56% |
$323K - $356K
|
32.1K
$1.99M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.83KClosed |
$339K - $374K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.03KClosed |
$353K - $389K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.25K- 85.6% |
$369K - $406K
|
883
$54.8K
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.43K- 24.68% |
$381K - $420K
|
16.6K
$1.03M
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6KClosed |
$421K - $464K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.18KClosed |
$434K - $478K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.22K- 65.75% |
$507K - $559K
|
3.76K
$234K
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.41K- 7.26% |
$520K - $573K
|
94.6K
$5.87M
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.59K- 2.04% |
$533K - $588K
|
364K
$22.6M
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-7.74K- 11.41% |
$543K - $599K
|
60.1K
$3.73M
|