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 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
75+ 1.36% |
$5.27K - $5.81K
|
5.61K
$348K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
73+ 0.43% |
$5.13K - $5.65K
|
16.9K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
72+ 1.81% |
$5.06K - $5.57K
|
4.04K
$251K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
68+ 1.96% |
$4.77K - $5.26K
|
3.54K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.95% |
$4.21K - $4.64K
|
6.35K
$394K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
58+ 12.08% |
$4.07K - $4.49K
|
538
$33.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
57+ 1.72% |
$4K - $4.41K
|
3.38K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54New |
$3.79K - $4.18K
|
54
$3.35K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
48New |
$3.37K - $3.72K
|
48
$2.98K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
47+ 0.78% |
$3.3K - $3.64K
|
6.07K
$377K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$3.3K - $3.64K
|
47
$2.92K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
43New |
$3.02K - $3.33K
|
43
$2.67K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
43New |
$3.02K - $3.33K
|
43
$2.67K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43New |
$3.02K - $3.33K
|
43
$2.67K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
42New |
$2.95K - $3.25K
|
42
$2.61K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
42New |
$2.95K - $3.25K
|
42
$2.61K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
39+ 1.11% |
$2.74K - $3.02K
|
3.56K
$221K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
39New |
$2.74K - $3.02K
|
39
$2.42K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
30New |
$2.11K - $2.32K
|
30
$1.86K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30+ 0.74% |
$2.11K - $2.32K
|
4.07K
$253K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.11% |
$2.04K - $2.24K
|
27.4K
$1.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27+ 2.1% |
$1.9K - $2.09K
|
1.31K
$81.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
22+ 0.34% |
$1.54K - $1.7K
|
6.49K
$403K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
21+ 0.28% |
$1.47K - $1.63K
|
7.64K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 0.67% |
$1.33K - $1.47K
|
2.87K
$178K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14+ 0.41% |
$983 - $1.08K
|
3.4K
$211K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12+ 0.26% |
$843 - $929
|
4.6K
$285K
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.07% |
$772 - $851
|
15.7K
$975K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
10New |
$702 - $774
|
10
$621
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
9+ 0.54% |
$632 - $697
|
1.67K
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4New |
$281 - $310
|
4
$248
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 0.04% |
$211 - $232
|
7.53K
$467K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.82% |
$211 - $232
|
371
$23K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.63% |
$140 - $155
|
125
$7.76K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2+ 1.83% |
$140 - $155
|
111
$6.89K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 1.44% |
$140 - $155
|
141
$8.75K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 2.04% |
$140 - $155
|
100
$6.21K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1+ 0.02% |
$70.2 - $77.4
|
5.88K
$365K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 1.25% |
$70.2 - $77.4
|
81
$5.03K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 3.23% |
$70.2 - $77.4
|
32
$1.99K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.65% |
$70.2 - $77.4
|
155
$9.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$70.2 - $77.4
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$70.2 - $77.4
|
72.2K
$4.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.08% |
$70.2 - $77.4
|
1.21K
$74.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5- 0.06% |
$351 - $387
|
8.53K
$529K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7- 0.17% |
$491 - $542
|
4.22K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 7.0% |
$491 - $542
|
93
$5.77K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-8- 0.24% |
$562 - $619
|
3.39K
$210K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12Closed |
$843 - $929
|
0
$0
|