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 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
42.7K+ 6.43% |
$3M - $3.31M
|
707K
$43.9M
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
40.3K+ 16.22% |
$2.83M - $3.12M
|
289K
$17.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39.4K+ 2.65% |
$2.77M - $3.05M
|
1.53M
$94.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.2K+ 57.79% |
$2.75M - $3.03M
|
107K
$6.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.5K+ 23.98% |
$2.71M - $2.98M
|
199K
$12.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
35.6K+ 20.97% |
$2.5M - $2.75M
|
205K
$12.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
34.8KNew |
$2.44M - $2.69M
|
34.8K
$2.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33.6K+ 15.76% |
$2.36M - $2.6M
|
247K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
33.5KNew |
$2.35M - $2.59M
|
33.5K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.3K+ 6.23% |
$2.27M - $2.5M
|
551K
$34.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.7K+ 7.68% |
$2.22M - $2.45M
|
444K
$27.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
31.6K+ 1149.38% |
$2.22M - $2.45M
|
34.4K
$2.13M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.2K+ 274.72% |
$2.12M - $2.34M
|
41.3K
$2.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28.4K+ 87.93% |
$2M - $2.2M
|
60.8K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
28.4KNew |
$2M - $2.2M
|
28.4K
$1.76M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
28.2KNew |
$1.98M - $2.18M
|
28.2K
$1.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
27.5K+ 2.78% |
$1.93M - $2.13M
|
1.02M
$63.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
27.5K+ 9.97% |
$1.93M - $2.13M
|
303K
$18.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
27.4KNew |
$1.92M - $2.12M
|
27.4K
$1.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
26.7K+ 94.58% |
$1.88M - $2.07M
|
54.9K
$3.41M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26KNew |
$1.82M - $2.01M
|
26K
$1.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
24.3K+ 50.55% |
$1.7M - $1.88M
|
72.3K
$4.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
24KNew |
$1.68M - $1.85M
|
24K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
23.8K+ 73.89% |
$1.67M - $1.84M
|
56K
$3.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.4K+ 99.56% |
$1.57M - $1.73M
|
44.9K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.4K+ 1.41% |
$1.57M - $1.73M
|
1.61M
$99.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.2K+ 46.0% |
$1.56M - $1.72M
|
70.5K
$4.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21.6K+ 69.27% |
$1.51M - $1.67M
|
52.7K
$3.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21.2KNew |
$1.49M - $1.64M
|
21.2K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
20.5KNew |
$1.44M - $1.58M
|
20.5K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20K+ 13.67% |
$1.4M - $1.55M
|
166K
$10.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
19.9K+ 63.16% |
$1.4M - $1.54M
|
51.4K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.5K+ 95.71% |
$1.3M - $1.43M
|
37.8K
$2.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
18.4KNew |
$1.29M - $1.42M
|
18.4K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 12.2% |
$1.26M - $1.39M
|
165K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.8KNew |
$1.25M - $1.38M
|
17.8K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.6K+ 15.8% |
$1.23M - $1.36M
|
129K
$8M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
17.5KNew |
$1.23M - $1.36M
|
17.5K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
17.4KNew |
$1.22M - $1.34M
|
17.4K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3K+ 137.98% |
$1.21M - $1.34M
|
29.8K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
17.3KNew |
$1.21M - $1.34M
|
17.3K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
16.7KNew |
$1.18M - $1.3M
|
16.7K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
16.1K+ 8.56% |
$1.13M - $1.25M
|
204K
$12.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
16.1K+ 53.04% |
$1.13M - $1.24M
|
46.3K
$2.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.9K+ 8.35% |
$1.11M - $1.23M
|
206K
$12.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
15.8K+ 198.83% |
$1.11M - $1.23M
|
23.8K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15KNew |
$1.06M - $1.16M
|
15K
$933K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
15K+ 7.56% |
$1.05M - $1.16M
|
213K
$13.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.7K+ 4.21% |
$1.03M - $1.14M
|
364K
$22.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.1K+ 163.9% |
$990K - $1.09M
|
22.7K
$1.41M
|