Purchases and Sales Made in Q4 2024 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q4 2024. 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
Jan 15, 2025 Q4 2024
Empirical Asset Management, LLC

BUY
 -
38.5K
New
$2.31M - $2.59M
38.5K $2.34M
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
24.5K
+ 8.23%
$1.47M - $1.65M
322K $19.6M
Jan 15, 2025 Q4 2024
Brand Asset Management Group, Inc.

BUY
 -
9.74K
+ 3.16%
$586K - $656K
318K $19.3M
Jan 16, 2025 Q4 2024
Shore Point Advisors, LLC

BUY
 -
9.61K
+ 3.79%
$578K - $647K
263K $16M
Jan 14, 2025 Q4 2024
Omega Financial Group, LLC

BUY
 -
8.45K
+ 6.68%
$508K - $569K
135K $8.21M
Jan 08, 2025 Q4 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
7.98K
+ 25.91%
$480K - $537K
38.8K $2.36M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
7.42K
+ 73.33%
$446K - $500K
17.5K $1.07M
Jan 17, 2025 Q4 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
6.56K
+ 213.38%
$394K - $441K
9.63K $586K
Jan 13, 2025 Q4 2024
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
5.55K
+ 18.01%
$334K - $373K
36.4K $2.21M
Jan 13, 2025 Q4 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
5.09K
+ 20.19%
$306K - $343K
30.3K $1.84M
Jan 17, 2025 Q4 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
1.64K
+ 2.53%
$98.3K - $110K
66.1K $4.03M
Jan 15, 2025 Q4 2024
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
1.5K
+ 8.25%
$90K - $101K
19.6K $1.2M
Jan 16, 2025 Q4 2024
Prosperity Planning, Inc.

BUY
 -
1.44K
+ 4.41%
$86.8K - $97.1K
34.2K $2.08M
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.43K
+ 3.9%
$85.9K - $96.2K
38K $2.31M
Jan 17, 2025 Q4 2024
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
1.14K
+ 15.81%
$68.4K - $76.6K
8.34K $507K
Jan 14, 2025 Q4 2024
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
1.08K
+ 28.51%
$64.6K - $72.4K
4.85K $295K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
770
New
$46.3K - $51.8K
770 $46.9K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
574
+ 14.61%
$34.5K - $38.6K
4.5K $274K
Jan 13, 2025 Q4 2024
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
535
+ 1.42%
$32.2K - $36K
38.1K $2.32M
Jan 13, 2025 Q4 2024
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
510
+ 3.91%
$30.7K - $34.3K
13.6K $826K
Jan 14, 2025 Q4 2024
American National Bank

BUY
 -
370
New
$22.2K - $24.9K
370 $22.5K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
243
+ 4.75%
$14.6K - $16.4K
5.36K $326K
Jan 16, 2025 Q4 2024
Schwab Charitable Fund

BUY
 -
231
+ 2.31%
$13.9K - $15.5K
10.2K $622K
Jan 13, 2025 Q4 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
222
New
$13.3K - $14.9K
222 $13.5K
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
206
+ 1.34%
$12.4K - $13.9K
15.5K $945K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
203
+ 1.73%
$12.2K - $13.7K
11.9K $726K
Jan 16, 2025 Q4 2024
Charles Schwab Trust CO

BUY
 -
150
+ 0.13%
$9.02K - $10.1K
116K $7.03M
Jan 14, 2025 Q4 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
148
+ 2.02%
$8.9K - $9.96K
7.46K $454K
Jan 13, 2025 Q4 2024
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
146
+ 9.95%
$8.78K - $9.83K
1.61K $98.2K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
124
+ 27.49%
$7.46K - $8.35K
575 $35K
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
102
New
$6.13K - $6.87K
102 $6.21K
Jan 16, 2025 Q4 2024
Hoese & CO LLP

BUY
 -
100
New
$6.01K - $6.73K
100 $6.09K
Jan 15, 2025 Q4 2024
Lake Street Financial LLC

BUY
 -
88
+ 1.48%
$5.29K - $5.92K
6.02K $366K
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
84
New
$5.05K - $5.65K
84 $5.11K
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
71
+ 0.12%
$4.27K - $4.78K
57.3K $3.48M
Jan 17, 2025 Q4 2024
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
58
New
$3.49K - $3.9K
58 $3.53K
Jan 16, 2025 Q4 2024
Courage Miller Partners, LLC

BUY
 -
49
+ 0.78%
$2.95K - $3.3K
6.3K $384K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
38
+ 2.06%
$2.28K - $2.56K
1.88K $114K
Jan 17, 2025 Q4 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
33
+ 1.85%
$1.98K - $2.22K
1.82K $111K
Jan 06, 2025 Q4 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
21
+ 2.0%
$1.26K - $1.41K
1.07K $65.1K
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

BUY
 -
20
+ 0.46%
$1.2K - $1.35K
4.39K $267K
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
19
+ 0.27%
$1.14K - $1.28K
7.15K $435K
Jan 14, 2025 Q4 2024
Wolff Wiese Magana LLC

BUY
 -
12
+ 0.77%
$722 - $808
1.57K $95.2K
Jan 15, 2025 Q4 2024
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
3
+ 0.03%
$180 - $202
9.4K $572K
Jan 13, 2025 Q4 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
2
+ 0.14%
$120 - $135
1.43K $87K
Jan 15, 2025 Q4 2024
Meridian Financial, LLC

Holliston, MA
BUY
 -
2
+ 0.04%
$120 - $135
5.07K $308K
Jan 14, 2025 Q4 2024
Harbor Group, Inc.

SELL
 -
-18
- 0.12%
$1.08K - $1.21K
15.6K $950K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

SELL
 -
-29
- 0.21%
$1.74K - $1.95K
13.5K $820K
Jan 14, 2025 Q4 2024
Presilium Private Wealth, LLC

Radnor, PA
SELL
 -
-65
- 0.52%
$3.91K - $4.38K
12.4K $755K

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