Purchases and Sales Made in Q4 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.79M+ 6463.2% |
$288M - $322M
|
4.86M
$311M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.5M+ 81.21% |
$90.2M - $101M
|
3.35M
$214M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.41M+ 3131.58% |
$84.6M - $94.7M
|
1.45M
$92.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
343K+ 10.56% |
$20.6M - $23.1M
|
3.6M
$230M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
340K+ 60.18% |
$20.4M - $22.9M
|
905K
$57.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
253K+ 154.08% |
$15.2M - $17M
|
417K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
231K+ 27.58% |
$13.9M - $15.6M
|
1.07M
$68.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
225KNew |
$13.5M - $15.1M
|
225K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
153KNew |
$9.19M - $10.3M
|
153K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
151K+ 6.65% |
$9.08M - $10.2M
|
2.42M
$155M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
133K+ 14.99% |
$8M - $8.95M
|
1.02M
$65.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$6.43M - $7.2M
|
107K
$6.83M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
95.8K+ 1525.18% |
$5.76M - $6.45M
|
102K
$6.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
78.5K+ 17.03% |
$4.72M - $5.28M
|
540K
$34.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
78.4KNew |
$4.71M - $5.27M
|
78.4K
$5.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.7K+ 20.74% |
$4.07M - $4.55M
|
394K
$25.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
64.5K+ 386.5% |
$3.88M - $4.34M
|
81.1K
$5.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
55.4K+ 205.33% |
$3.33M - $3.73M
|
82.4K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
55KNew |
$3.31M - $3.7M
|
55K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
49.7KNew |
$2.99M - $3.35M
|
49.7K
$3.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
49K+ 216.52% |
$2.95M - $3.3M
|
71.7K
$4.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
48.3KNew |
$2.9M - $3.25M
|
48.3K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
47.6KNew |
$2.86M - $3.21M
|
47.6K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 69.35% |
$2.68M - $3M
|
109K
$6.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
43.1KNew |
$2.59M - $2.9M
|
43.1K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
42.6K+ 6.33% |
$2.56M - $2.87M
|
717K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
41.6K+ 10.62% |
$2.5M - $2.8M
|
433K
$27.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
38.5KNew |
$2.31M - $2.59M
|
38.5K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
36.7KNew |
$2.21M - $2.47M
|
36.7K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35.3KNew |
$2.12M - $2.37M
|
35.3K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
34.7KNew |
$2.09M - $2.34M
|
34.7K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34.7K+ 99.8% |
$2.08M - $2.33M
|
69.4K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
28K+ 0.32% |
$1.68M - $1.89M
|
8.87M
$566M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.7K+ 4.59% |
$1.61M - $1.8M
|
609K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
26.4KNew |
$1.59M - $1.78M
|
26.4K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26K+ 88.28% |
$1.56M - $1.75M
|
55.4K
$3.54M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
26KNew |
$1.56M - $1.75M
|
26K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.6K+ 312.69% |
$1.54M - $1.72M
|
33.8K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
25.1K+ 48.25% |
$1.51M - $1.69M
|
77K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
24.8K+ 202.12% |
$1.49M - $1.67M
|
37.1K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
24.7KNew |
$1.48M - $1.66M
|
24.7K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.5K+ 8.23% |
$1.47M - $1.65M
|
322K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
23.5KNew |
$1.41M - $1.58M
|
23.5K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
23.2KNew |
$1.39M - $1.56M
|
23.2K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$1.37M - $1.53M
|
22.8K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
20.8K+ 1546.2% |
$1.25M - $1.4M
|
22.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20.4K+ 23.8% |
$1.23M - $1.37M
|
106K
$6.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20.1K+ 10.38% |
$1.21M - $1.35M
|
214K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
20K+ 6.79% |
$1.2M - $1.35M
|
314K
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.8K+ 18.69% |
$1.19M - $1.33M
|
126K
$8.02M
|