Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-4.74K- 21.68% |
$228K - $274K
|
17.1K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.8K- 11.58% |
$231K - $277K
|
36.7K
$2.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-4.83K- 45.24% |
$232K - $279K
|
5.85K
$363K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.97K- 75.23% |
$239K - $287K
|
1.64K
$102K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-5.08K- 6.29% |
$244K - $294K
|
75.8K
$4.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-5.19K- 8.13% |
$249K - $300K
|
58.7K
$3.64M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-5.21K- 35.0% |
$250K - $301K
|
9.68K
$601K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.51K- 10.67% |
$265K - $318K
|
46.1K
$2.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.53K- 2.61% |
$266K - $319K
|
206K
$12.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.72K- 28.76% |
$275K - $330K
|
14.2K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.97K- 6.69% |
$287K - $345K
|
83.4K
$5.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.4K- 21.72% |
$307K - $370K
|
23.1K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.5K- 21.79% |
$312K - $376K
|
23.3K
$1.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7.11K- 10.29% |
$341K - $410K
|
62K
$3.85M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.57K- 3.84% |
$363K - $437K
|
189K
$11.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-7.9K- 26.29% |
$379K - $456K
|
22.1K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-8.05K- 12.61% |
$387K - $465K
|
55.8K
$3.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-8.28K- 7.1% |
$397K - $478K
|
108K
$6.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-8.34K- 88.84% |
$401K - $482K
|
1.05K
$65K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.81K- 7.6% |
$423K - $509K
|
107K
$6.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.9K- 2.65% |
$427K - $514K
|
327K
$20.3M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.5K- 10.74% |
$456K - $549K
|
79K
$4.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-9.54K- 12.73% |
$458K - $551K
|
65.4K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.68K- 11.39% |
$465K - $559K
|
75.3K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9.94K- 35.36% |
$478K - $574K
|
18.2K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11.5K- 18.79% |
$554K - $666K
|
49.9K
$3.09M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.6K- 44.8% |
$555K - $667K
|
14.2K
$883K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11.9K- 17.55% |
$573K - $689K
|
56K
$3.48M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-12.3K- 2.66% |
$591K - $711K
|
450K
$27.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-12.4K- 35.06% |
$596K - $717K
|
23K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-12.4K- 28.96% |
$598K - $719K
|
30.5K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-12.5K- 27.34% |
$602K - $724K
|
33.3K
$2.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.7K- 12.75% |
$608K - $732K
|
86.7K
$5.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12.7K- 14.15% |
$609K - $732K
|
76.9K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.2K- 75.17% |
$635K - $763K
|
4.36K
$271K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-13.5K- 5.63% |
$650K - $782K
|
227K
$14.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.9K- 7.21% |
$670K - $806K
|
180K
$11.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-14.5K- 6.54% |
$697K - $838K
|
207K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-16.4K- 23.89% |
$786K - $946K
|
52.2K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 42.88% |
$788K - $947K
|
21.8K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-16.4K- 60.05% |
$790K - $949K
|
10.9K
$679K
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-16.8K- 61.54% |
$808K - $971K
|
10.5K
$652K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-17.3K- 36.74% |
$831K - $999K
|
29.8K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-17.3K- 60.37% |
$831K - $1M
|
11.4K
$705K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.8K- 6.5% |
$854K - $1.03M
|
256K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-18.3K- 54.81% |
$879K - $1.06M
|
15.1K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-18.3K- 5.35% |
$881K - $1.06M
|
324K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.5K- 50.94% |
$890K - $1.07M
|
17.9K
$1.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-19.2K- 15.45% |
$920K - $1.11M
|
105K
$6.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-21.1K- 44.01% |
$1.01M - $1.22M
|
26.8K
$1.66M
|