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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$6.43M - $7.2M
|
107K
$6.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
64.5K+ 386.5% |
$3.88M - $4.34M
|
81.1K
$5.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
55KNew |
$3.31M - $3.7M
|
55K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
49K+ 216.52% |
$2.95M - $3.3M
|
71.7K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
38.5KNew |
$2.31M - $2.59M
|
38.5K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.5K+ 8.23% |
$1.47M - $1.65M
|
322K
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.8K+ 18.69% |
$1.19M - $1.33M
|
126K
$7.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
14.7K+ 346.52% |
$883K - $988K
|
18.9K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$729K - $817K
|
12.1K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.2K+ 7.08% |
$671K - $751K
|
169K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.1KNew |
$668K - $748K
|
11.1K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9.74K+ 3.16% |
$586K - $656K
|
318K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.61K+ 3.79% |
$578K - $647K
|
263K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9.2KNew |
$553K - $619K
|
9.2K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
8.45K+ 6.68% |
$508K - $569K
|
135K
$8.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7.98K+ 25.91% |
$480K - $537K
|
38.8K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.42K+ 73.33% |
$446K - $500K
|
17.5K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.06K+ 1.24% |
$425K - $475K
|
579K
$36.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.91KNew |
$415K - $465K
|
6.91K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.83K+ 30.44% |
$411K - $460K
|
29.3K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.78KNew |
$408K - $457K
|
6.78K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.56K+ 213.38% |
$394K - $441K
|
9.63K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
6.27K+ 5.32% |
$377K - $422K
|
124K
$7.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.69K+ 63.14% |
$342K - $383K
|
14.7K
$920K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.61K+ 6.88% |
$337K - $378K
|
87.1K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.55K+ 18.01% |
$334K - $373K
|
36.4K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.38K+ 4.74% |
$324K - $362K
|
119K
$7.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.09K+ 20.19% |
$306K - $343K
|
30.3K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$302K - $338K
|
5.02K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.86K+ 8.82% |
$292K - $327K
|
60K
$3.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 6.78% |
$277K - $311K
|
72.7K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.45K+ 1.63% |
$268K - $300K
|
277K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 3.26% |
$238K - $267K
|
126K
$7.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.57KNew |
$215K - $241K
|
3.57K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.49KNew |
$210K - $235K
|
3.49K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.41K+ 11.72% |
$205K - $229K
|
32.5K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
3.23K+ 18.15% |
$194K - $217K
|
21K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
3.11K+ 4.5% |
$187K - $209K
|
72.2K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.91K+ 10.16% |
$175K - $196K
|
31.5K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.8K+ 11.51% |
$169K - $189K
|
27.2K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.57K+ 11.94% |
$155K - $173K
|
24.1K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.43K+ 1227.27% |
$146K - $164K
|
2.63K
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.33K+ 7.04% |
$140K - $157K
|
35.5K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.23KNew |
$134K - $150K
|
2.23K
$140K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.84K+ 2.92% |
$111K - $124K
|
64.8K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.64K+ 2.53% |
$98.3K - $110K
|
66.1K
$4.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.5K+ 8.25% |
$90K - $101K
|
19.6K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.44K+ 4.41% |
$86.8K - $97.1K
|
34.2K
$2.14M
|
|
|
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
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.14K+ 15.81% |
$68.4K - $76.6K
|
8.34K
$522K
|