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
|
Rmb Capital Management, LLC
|
BUY
|
- |
45.6K+ 829.68% |
$2.19M - $2.64M
|
51.2K
$3.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
45.5K+ 573.23% |
$2.19M - $2.63M
|
53.5K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
45.2K+ 558.66% |
$2.17M - $2.61M
|
53.2K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.7K+ 10.69% |
$2.14M - $2.58M
|
462K
$28.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
44.3K+ 119.92% |
$2.13M - $2.56M
|
81.3K
$5.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
44.2K+ 57.91% |
$2.12M - $2.55M
|
121K
$7.48M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
43.9KNew |
$2.11M - $2.53M
|
43.9K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
43.3K+ 152.39% |
$2.08M - $2.5M
|
71.7K
$4.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
42.3KNew |
$2.03M - $2.44M
|
42.3K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.7K+ 102.63% |
$2M - $2.41M
|
82.3K
$5.1M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
41.3K+ 8.39% |
$1.98M - $2.38M
|
533K
$33.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
38.9K+ 11.23% |
$1.87M - $2.25M
|
385K
$23.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
38.8K+ 18.19% |
$1.86M - $2.24M
|
252K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37.8K+ 12.04% |
$1.82M - $2.18M
|
352K
$21.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
34.8K+ 110.44% |
$1.67M - $2.01M
|
66.3K
$4.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
34KNew |
$1.63M - $1.96M
|
34K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
33.2K+ 85.01% |
$1.59M - $1.92M
|
72.2K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.3K+ 13.72% |
$1.55M - $1.87M
|
268K
$16.6M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
32.3K+ 721.77% |
$1.55M - $1.87M
|
36.8K
$2.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
31.9K+ 27.99% |
$1.53M - $1.84M
|
146K
$9.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
31.5KNew |
$1.52M - $1.82M
|
31.5K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.5K+ 45.24% |
$1.51M - $1.82M
|
101K
$6.28M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
31.2KNew |
$1.5M - $1.8M
|
31.2K
$1.94M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
30.9K+ 18.14% |
$1.48M - $1.78M
|
201K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
30.9K+ 18.14% |
$1.48M - $1.78M
|
201K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
30.3K+ 27.4% |
$1.46M - $1.75M
|
141K
$8.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
30.1K+ 46.07% |
$1.44M - $1.74M
|
95.4K
$5.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
28.6K+ 17.12% |
$1.37M - $1.65M
|
196K
$12.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
27.8K+ 375.14% |
$1.33M - $1.61M
|
35.2K
$2.18M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
26.7KNew |
$1.28M - $1.54M
|
26.7K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
25.3K+ 55.77% |
$1.21M - $1.46M
|
70.5K
$4.38M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.9K+ 98.09% |
$1.19M - $1.44M
|
50.2K
$3.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
24.5K+ 416.94% |
$1.18M - $1.42M
|
30.4K
$1.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
23.4K+ 37.73% |
$1.12M - $1.35M
|
85.4K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
22.6K+ 5.58% |
$1.09M - $1.31M
|
428K
$26.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
22.1K+ 88.87% |
$1.06M - $1.27M
|
46.9K
$2.91M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
21.8KNew |
$1.05M - $1.26M
|
21.8K
$1.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
21.6KNew |
$1.04M - $1.25M
|
21.6K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
20.2KNew |
$971K - $1.17M
|
20.2K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20KNew |
$961K - $1.16M
|
20K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
20K+ 47.55% |
$959K - $1.15M
|
62K
$3.85M
|
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
19.6K+ 4.46% |
$942K - $1.13M
|
459K
$28.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
19.1KNew |
$919K - $1.11M
|
19.1K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19K+ 4.1% |
$910K - $1.09M
|
481K
$29.9M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
18.8KNew |
$903K - $1.09M
|
18.8K
$1.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
18.6KNew |
$893K - $1.07M
|
18.6K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
17.5K+ 43.69% |
$842K - $1.01M
|
57.7K
$3.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.1KNew |
$821K - $987K
|
17.1K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
17K+ 8.08% |
$814K - $979K
|
227K
$14.1M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
16.3KNew |
$784K - $943K
|
16.3K
$1.01M
|