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 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-41- 0.63% |
$1.97K - $2.37K
|
6.51K
$404K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-45- 0.5% |
$2.16K - $2.6K
|
8.92K
$554K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-49- 2.09% |
$2.35K - $2.83K
|
2.29K
$142K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-50- 0.3% |
$2.4K - $2.89K
|
16.4K
$1.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-53- 0.38% |
$2.55K - $3.06K
|
13.7K
$853K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-53- 0.82% |
$2.55K - $3.06K
|
6.4K
$397K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-59- 0.2% |
$2.83K - $3.41K
|
30K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-63- 0.75% |
$3.03K - $3.64K
|
8.34K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-65- 38.24% |
$3.12K - $3.75K
|
105
$6.52K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-71- 10.33% |
$3.41K - $4.1K
|
616
$38.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-83- 2.0% |
$3.99K - $4.79K
|
4.06K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-83- 1.67% |
$3.99K - $4.79K
|
4.88K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-88- 88.89% |
$4.23K - $5.08K
|
11
$683
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-89- 1.56% |
$4.27K - $5.14K
|
5.62K
$349K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-99- 0.96% |
$4.75K - $5.72K
|
10.2K
$633K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-104- 0.5% |
$5K - $6.01K
|
20.7K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-105- 1.78% |
$5.04K - $6.06K
|
5.78K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-140- 48.44% |
$6.72K - $8.09K
|
149
$9.25K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-147- 2.99% |
$7.06K - $8.49K
|
4.76K
$296K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-150- 1.91% |
$7.2K - $8.66K
|
7.7K
$478K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-176- 8.38% |
$8.45K - $10.2K
|
1.92K
$119K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-177- 3.05% |
$8.5K - $10.2K
|
5.63K
$349K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-184- 1.09% |
$8.84K - $10.6K
|
16.8K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-184- 21.65% |
$8.84K - $10.6K
|
666
$41.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-187- 1.03% |
$8.98K - $10.8K
|
18K
$1.11M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-200- 3.57% |
$9.61K - $11.6K
|
5.41K
$336K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-200- 8.37% |
$9.61K - $11.6K
|
2.19K
$136K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-203- 82.86% |
$9.75K - $11.7K
|
42
$2.61K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-204- 99.51% |
$9.8K - $11.8K
|
1
$62.1
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-221- 1.18% |
$10.6K - $12.8K
|
18.5K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-261- 2.82% |
$12.5K - $15.1K
|
9K
$559K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-266- 3.76% |
$12.8K - $15.4K
|
6.81K
$423K
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-285- 4.58% |
$13.7K - $16.5K
|
5.93K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-314- 6.49% |
$15.1K - $18.1K
|
4.53K
$281K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-317- 5.42% |
$15.2K - $18.3K
|
5.54K
$344K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-319- 7.75% |
$15.3K - $18.4K
|
3.8K
$236K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-338- 0.6% |
$16.2K - $19.5K
|
56.3K
$3.49M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-343- 3.01% |
$16.5K - $19.8K
|
11.1K
$687K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-358- 0.87% |
$17.2K - $20.7K
|
40.6K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-379- 1.84% |
$18.2K - $21.9K
|
20.2K
$1.25M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-384- 20.86% |
$18.4K - $22.2K
|
1.46K
$90.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-390- 3.98% |
$18.7K - $22.5K
|
9.41K
$584K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-399- 1.83% |
$19.2K - $23K
|
21.4K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-408- 2.73% |
$19.6K - $23.6K
|
14.5K
$902K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-439- 75.04% |
$21.1K - $25.4K
|
146
$9.06K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-453- 9.38% |
$21.8K - $26.2K
|
4.38K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-459- 1.71% |
$22K - $26.5K
|
26.4K
$1.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-460- 14.91% |
$22.1K - $26.6K
|
2.63K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-464- 33.02% |
$22.3K - $26.8K
|
941
$58.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-475- 11.43% |
$22.8K - $27.4K
|
3.68K
$228K
|