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 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.22K- 1.98% |
$73.1K - $81.8K
|
60.3K
$3.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 2.44% |
$73.7K - $82.5K
|
48.9K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.28K- 4.97% |
$77.1K - $86.3K
|
24.5K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 1.1% |
$77.7K - $87K
|
116K
$7.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.3K- 83.28% |
$78.2K - $87.5K
|
261
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.36K- 1.25% |
$81.7K - $91.4K
|
107K
$6.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.41K- 7.83% |
$84.7K - $94.8K
|
16.6K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.49K- 13.62% |
$89.7K - $100K
|
9.45K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.5K- 4.8% |
$89.9K - $101K
|
29.7K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.51K- 1.73% |
$90.6K - $101K
|
85.5K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.52K- 32.65% |
$91.3K - $102K
|
3.13K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.54K- 5.13% |
$92.4K - $103K
|
28.4K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-1.54K- 30.2% |
$92.8K - $104K
|
3.57K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.56K- 4.14% |
$93.7K - $105K
|
36.1K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.57K- 3.37% |
$94.6K - $106K
|
45.1K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.6K- 6.22% |
$96.1K - $108K
|
24.1K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.65K- 2.23% |
$99.4K - $111K
|
72.5K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.66K- 27.03% |
$99.6K - $112K
|
4.47K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.68K- 5.14% |
$101K - $113K
|
31K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 6.73% |
$101K - $113K
|
23.3K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.72K- 3.79% |
$103K - $116K
|
43.6K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.73K- 0.97% |
$104K - $117K
|
178K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.73K- 99.94% |
$104K - $117K
|
1
$63.8
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 23.66% |
$105K - $118K
|
5.65K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 12.22% |
$106K - $119K
|
12.7K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.9K- 8.37% |
$114K - $128K
|
20.8K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.04K- 4.09% |
$123K - $137K
|
47.8K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-2.17K- 10.11% |
$130K - $146K
|
19.3K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.18K- 27.25% |
$131K - $147K
|
5.81K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.2K- 17.37% |
$132K - $148K
|
10.5K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.2K- 20.84% |
$132K - $148K
|
8.37K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.22K- 1.44% |
$133K - $149K
|
152K
$9.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.23K- 2.54% |
$134K - $150K
|
85.4K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.26K- 4.18% |
$136K - $152K
|
51.8K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-2.29K- 5.6% |
$138K - $154K
|
38.6K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.39K- 27.93% |
$144K - $161K
|
6.17K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.39K- 1.71% |
$144K - $161K
|
137K
$8.75M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.43K- 35.57% |
$146K - $164K
|
4.4K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.51K- 1.03% |
$151K - $169K
|
242K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.65K- 9.83% |
$159K - $178K
|
24.3K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 4.06% |
$167K - $187K
|
65.7K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.97K- 13.46% |
$179K - $200K
|
19.1K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.16K- 18.21% |
$190K - $213K
|
14.2K
$905K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.17K- 10.41% |
$191K - $213K
|
27.3K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.45K- 16.34% |
$208K - $232K
|
17.7K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.48K- 13.26% |
$209K - $234K
|
22.7K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 2.19% |
$221K - $247K
|
164K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.73K- 50.98% |
$224K - $251K
|
3.59K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.81K- 11.73% |
$229K - $256K
|
28.7K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.97K- 10.2% |
$238K - $267K
|
34.9K
$2.23M
|