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
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-506- 2.91% |
$24.3K - $29.2K
|
16.9K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-509- 11.81% |
$24.4K - $29.4K
|
3.8K
$236K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-608- 2.14% |
$29.2K - $35.1K
|
27.8K
$1.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-610- 3.73% |
$29.3K - $35.2K
|
15.7K
$976K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-610- 2.51% |
$29.3K - $35.2K
|
23.7K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-648- 0.2% |
$31.1K - $37.4K
|
324K
$20.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-669- 29.35% |
$32.1K - $38.6K
|
1.61K
$99.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-672- 10.85% |
$32.3K - $38.8K
|
5.52K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-680- 2.45% |
$32.7K - $39.3K
|
27K
$1.68M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-690- 1.36% |
$33.1K - $39.9K
|
49.9K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-697- 2.65% |
$33.5K - $40.3K
|
25.6K
$1.59M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-706- 9.46% |
$33.9K - $40.8K
|
6.76K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-758- 0.86% |
$36.4K - $43.8K
|
87.6K
$5.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-774- 2.06% |
$37.2K - $44.7K
|
36.9K
$2.29M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-784- 6.71% |
$37.7K - $45.3K
|
10.9K
$676K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-787- 2.46% |
$37.8K - $45.5K
|
31.2K
$1.94M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-790- 75.96% |
$37.9K - $45.6K
|
250
$15.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-791- 2.73% |
$38K - $45.7K
|
28.1K
$1.75M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-855- 90.48% |
$41.1K - $49.4K
|
90
$5.59K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-862- 19.31% |
$41.4K - $49.8K
|
3.6K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-875- 7.71% |
$42K - $50.5K
|
10.5K
$650K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-905- 16.75% |
$43.5K - $52.3K
|
4.5K
$279K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-913- 16.91% |
$43.9K - $52.7K
|
4.49K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-931- 16.87% |
$44.7K - $53.8K
|
4.59K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-966- 10.3% |
$46.4K - $55.8K
|
8.41K
$522K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.02K- 75.22% |
$49K - $58.9K
|
336
$20.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.03K- 18.13% |
$49.5K - $59.5K
|
4.65K
$289K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.05K- 7.94% |
$50.3K - $60.5K
|
12.1K
$753K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 26.92% |
$50.4K - $60.6K
|
2.85K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.09K- 2.91% |
$52.4K - $63.1K
|
36.5K
$2.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-1.17K- 5.32% |
$56K - $67.3K
|
20.7K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.28K- 24.95% |
$61.2K - $73.6K
|
3.84K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.3K- 1.08% |
$62.6K - $75.3K
|
119K
$7.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.34K- 9.38% |
$64.1K - $77.1K
|
12.9K
$800K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.36K- 26.88% |
$65.2K - $78.4K
|
3.69K
$229K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.38K- 16.05% |
$66.3K - $79.7K
|
7.22K
$448K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.38K- 18.03% |
$66.3K - $79.7K
|
6.28K
$389K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.45K- 20.93% |
$69.5K - $83.5K
|
5.46K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.46K- 87.52% |
$70.1K - $84.3K
|
208
$12.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.53K- 1.22% |
$73.5K - $88.4K
|
124K
$7.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.53K- 3.33% |
$73.6K - $88.5K
|
44.5K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.55K- 2.72% |
$74.6K - $89.8K
|
55.5K
$3.44M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.64K- 24.69% |
$78.7K - $94.6K
|
5K
$310K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.65K- 3.46% |
$79.1K - $95.1K
|
46K
$2.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.67K- 8.46% |
$80K - $96.2K
|
18K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.67K- 26.23% |
$80.4K - $96.6K
|
4.71K
$292K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.69K- 0.28% |
$81.2K - $97.7K
|
594K
$36.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.75K- 12.96% |
$84.1K - $101K
|
11.8K
$729K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 5.51% |
$85K - $102K
|
30.4K
$1.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.79K- 12.04% |
$85.8K - $103K
|
13K
$810K
|