Purchases and Sales Made in Q4 2021 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

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
Mar 11, 2022 Q4 2021
First Citizens Bank & Trust CO

BUY
 -
13.9K
+ 19.77%
$978K - $1.08M
84.4K $5.24M
Jan 27, 2022 Q4 2021
Investors Research Corp

BUY
 -
13.9K
+ 39.21%
$974K - $1.07M
49.3K $3.06M
Feb 15, 2022 Q4 2021
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
13.8K
+ 9.97%
$966K - $1.07M
152K $9.42M
Jan 12, 2022 Q4 2021
Pure Financial Advisors, LLC

BUY
 -
13.7K
+ 8.61%
$962K - $1.06M
173K $10.7M
Feb 02, 2022 Q4 2021
Pinnacle Associates LTD

BUY
 -
13.6K
+ 12.46%
$954K - $1.05M
123K $7.61M
Jan 31, 2022 Q4 2021
One Capital Management, LLC

Westlake Village, CA
BUY
 -
13K
+ 3.79%
$915K - $1.01M
357K $22.2M
Feb 11, 2022 Q4 2021
Eagle Strategies LLC

New York, NY
BUY
 -
13K
New
$913K - $1.01M
13K $807K
May 17, 2022 Q4 2021
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
12.3K
New
$860K - $948K
12.3K $760K
Feb 15, 2022 Q4 2021
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
12.1K
New
$847K - $934K
12.1K $749K
Jan 24, 2022 Q4 2021
Falcon Wealth Planning

BUY
 -
11.9K
+ 9.91%
$837K - $922K
132K $8.2M
Feb 14, 2022 Q4 2021
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
11.7K
+ 76.54%
$820K - $904K
26.9K $1.67M
Apr 20, 2022 Q4 2021
Objective Capital Management, LLC

BUY
 -
11.6K
New
$811K - $894K
11.6K $717K
Feb 10, 2022 Q4 2021
Stone Point Wealth LLC

BUY
 -
11.4K
New
$802K - $884K
11.4K $709K
Feb 14, 2022 Q4 2021
Trexquant Investment LP

Stamford, CT
BUY
 -
11.4K
New
$800K - $882K
11.4K $707K
Jan 20, 2022 Q4 2021
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
11.3K
+ 24.89%
$791K - $872K
56.5K $3.51M
Jan 28, 2022 Q4 2021
Conrad Siegel Investment Advisors, Inc.

BUY
 -
11.2K
New
$789K - $870K
11.2K $697K
Jan 18, 2022 Q4 2021
Abacus Planning Group, Inc.

BUY
 -
11.2K
+ 52.29%
$786K - $867K
32.6K $2.02M
Feb 08, 2022 Q4 2021
Cibc Private Wealth Group, LLC

BUY
 -
11.2K
New
$784K - $864K
11.2K $693K
Feb 03, 2022 Q4 2021
Wealth Management Solutions, LLC

BUY
 -
11.1K
New
$783K - $863K
11.1K $692K
Feb 18, 2022 Q4 2021
Comerica Bank

BUY
 -
11K
+ 32.58%
$773K - $852K
44.8K $2.78M
Jan 26, 2022 Q4 2021
Index Fund Advisors, Inc.

BUY
 -
10.9K
New
$765K - $843K
10.9K $676K
Feb 14, 2022 Q4 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
10.8K
+ 19.83%
$760K - $838K
65.4K $4.06M
Jan 13, 2022 Q4 2021
Vaughan Nelson Investment Management, L.P.

BUY
 -
10.8K
New
$760K - $837K
10.8K $671K
Feb 10, 2022 Q4 2021
Jump Financial, LLC

Chicago, IL
BUY
 -
10.7K
New
$749K - $825K
10.7K $662K
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

BUY
 -
10.5K
+ 4.48%
$736K - $811K
245K $15.2M
Feb 09, 2022 Q4 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
10.5K
+ 26.11%
$736K - $811K
50.6K $3.14M
Feb 15, 2022 Q4 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
10.5K
New
$734K - $809K
10.5K $649K
Jan 13, 2022 Q4 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
10.2K
+ 24.07%
$716K - $789K
52.5K $3.26M
Feb 14, 2022 Q4 2021
Avidian Wealth Solutions, LLC

BUY
 -
10.2K
New
$716K - $789K
10.2K $633K
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

BUY
 -
9.1K
+ 13.19%
$639K - $704K
78.1K $4.85M
Feb 14, 2022 Q4 2021
Halbert Hargrove Global Advisors, LLC

BUY
 -
9.05K
+ 1.58%
$635K - $700K
581K $36.1M
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
9.02K
+ 132.24%
$634K - $698K
15.8K $984K
Jan 31, 2022 Q4 2021
Acorn Financial Advisory Services Inc

BUY
 -
8.82K
+ 16.77%
$619K - $683K
61.4K $3.81M
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

BUY
 -
8.78K
+ 25.86%
$616K - $679K
42.7K $2.65M
Mar 01, 2022 Q4 2021
Ascent Group, LLC

BUY
 -
8.72K
New
$612K - $675K
8.72K $541K
Jan 20, 2022 Q4 2021
Ae Wealth Management LLC

BUY
 -
8.66K
+ 1.35%
$608K - $670K
649K $40.3M
Feb 11, 2022 Q4 2021
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
8.56K
+ 7.29%
$601K - $663K
126K $7.82M
Feb 11, 2022 Q4 2021
Unionview, LLC

Seattle, WA
BUY
 -
8.55K
New
$601K - $662K
8.55K $531K
Jan 24, 2022 Q4 2021
Omega Financial Group, LLC

BUY
 -
8.46K
+ 13.77%
$594K - $655K
69.9K $4.34M
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.45K
+ 6.37%
$594K - $654K
141K $8.76M
Feb 09, 2022 Q4 2021
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
8.36K
New
$587K - $647K
8.36K $519K
Feb 01, 2022 Q4 2021
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
8.32K
+ 4.03%
$584K - $644K
215K $13.3M
Jan 18, 2022 Q4 2021
Aries Wealth Management

BUY
 -
7.86K
New
$552K - $608K
7.86K $488K
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

BUY
 -
7.84K
+ 2.82%
$550K - $607K
286K $17.7M
Jan 20, 2022 Q4 2021
Encompass Wealth Advisors, LLC

BUY
 -
7.78K
+ 12.93%
$546K - $602K
67.9K $4.22M
Feb 18, 2022 Q4 2021
Forum Financial Management, LP

Lombard, IL
BUY
 -
7.66K
New
$537K - $592K
7.66K $475K
Feb 07, 2022 Q4 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
7.63K
+ 12.78%
$536K - $591K
67.3K $4.18M
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
7.21K
+ 34.37%
$506K - $558K
28.2K $1.75M
Jan 14, 2022 Q4 2021
Bromfield Sneider Wealth Advisors

BUY
 -
7.16K
New
$503K - $554K
7.16K $444K

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