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
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
920+ 5.97% |
$44.2K - $53.1K
|
16.3K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
911+ 8.79% |
$43.8K - $52.6K
|
11.3K
$699K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
896+ 2.06% |
$43K - $51.8K
|
44.4K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
876New |
$42.1K - $50.6K
|
876
$54.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
872+ 7.87% |
$41.9K - $50.4K
|
12K
$742K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
817+ 23.08% |
$39.2K - $47.2K
|
4.36K
$270K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
773+ 7.38% |
$37.1K - $44.6K
|
11.2K
$698K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
750New |
$36K - $43.3K
|
750
$46.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
747+ 0.41% |
$35.9K - $43.1K
|
181K
$11.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
743+ 3.38% |
$35.7K - $42.9K
|
22.7K
$1.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
720+ 0.98% |
$34.6K - $41.6K
|
74.1K
$4.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
700+ 0.51% |
$33.6K - $40.4K
|
138K
$8.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
655+ 3.49% |
$31.5K - $37.8K
|
19.4K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
642New |
$30.8K - $37.1K
|
642
$39.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
633+ 13.03% |
$30.4K - $36.6K
|
5.49K
$341K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
618+ 13.56% |
$29.7K - $35.7K
|
5.18K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
601+ 1.53% |
$28.9K - $34.7K
|
39.9K
$2.48M
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
536+ 4.5% |
$25.7K - $31K
|
12.5K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
494New |
$23.7K - $28.5K
|
494
$30.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
421+ 6.2% |
$20.2K - $24.3K
|
7.21K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
395New |
$19K - $22.8K
|
395
$24.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
394+ 3.79% |
$18.9K - $22.8K
|
10.8K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
388New |
$18.6K - $22.4K
|
388
$24.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
356+ 4.24% |
$17.1K - $20.6K
|
8.76K
$543K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
343+ 52.37% |
$16.5K - $19.8K
|
998
$61.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
341New |
$16.4K - $19.7K
|
341
$21.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
331New |
$15.9K - $19.1K
|
331
$20.5K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
330+ 0.76% |
$15.8K - $19.1K
|
43.9K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
325+ 5.95% |
$15.6K - $18.8K
|
5.78K
$359K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
315+ 2.77% |
$15.1K - $18.2K
|
11.7K
$725K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
301+ 100.0% |
$14.5K - $17.4K
|
602
$37.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
291+ 19.73% |
$14K - $16.8K
|
1.77K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
244+ 0.49% |
$11.7K - $14.1K
|
50.5K
$3.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
244+ 2218.18% |
$11.7K - $14.1K
|
255
$15.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
239+ 173.19% |
$11.5K - $13.8K
|
377
$23.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
224+ 1.27% |
$10.8K - $12.9K
|
17.8K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
220+ 2.39% |
$10.6K - $12.7K
|
9.44K
$586K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
206+ 22.13% |
$9.89K - $11.9K
|
1.14K
$70.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
205+ 1.14% |
$9.85K - $11.8K
|
18.2K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
188+ 1.01% |
$9.03K - $10.9K
|
18.8K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
184New |
$8.84K - $10.6K
|
184
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
172+ 2.81% |
$8.26K - $9.93K
|
6.3K
$391K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
161+ 7.43% |
$7.73K - $9.3K
|
2.33K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
161New |
$7.73K - $9.3K
|
161
$9.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
146+ 0.32% |
$7.01K - $8.43K
|
45.9K
$2.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
145+ 19.39% |
$6.96K - $8.38K
|
893
$55.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
130New |
$6.24K - $7.51K
|
130
$8.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
121New |
$5.81K - $6.99K
|
121
$7.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
115+ 41.97% |
$5.52K - $6.64K
|
389
$24.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
114+ 0.83% |
$5.48K - $6.58K
|
13.8K
$859K
|