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 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.19K- 2.62% |
$252K - $282K
|
156K
$9.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.33K- 1.97% |
$260K - $292K
|
216K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.37K- 42.19% |
$263K - $294K
|
5.99K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-4.57K- 4.17% |
$275K - $308K
|
105K
$6.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-4.82K- 20.42% |
$290K - $324K
|
18.8K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4.95K- 22.55% |
$298K - $333K
|
17K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.05K- 12.1% |
$304K - $340K
|
36.7K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.56K- 3.57% |
$334K - $374K
|
150K
$9.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-5.58K- 7.8% |
$336K - $376K
|
65.9K
$4.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.67K- 0.34% |
$341K - $381K
|
1.66M
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.74K- 11.39% |
$345K - $386K
|
44.6K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6K- 1.74% |
$361K - $404K
|
339K
$21.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-6.03K- 16.73% |
$363K - $406K
|
30K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.11K- 8.16% |
$367K - $411K
|
68.8K
$4.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.19K- 15.38% |
$372K - $416K
|
34K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 17.41% |
$388K - $435K
|
30.6K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-6.49K- 16.83% |
$390K - $437K
|
32.1K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6.58K- 18.81% |
$396K - $443K
|
28.4K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.87K- 6.53% |
$413K - $462K
|
98.3K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.15K- 4.0% |
$430K - $481K
|
171K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.62K- 22.78% |
$458K - $513K
|
25.8K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.62K- 0.58% |
$458K - $513K
|
1.3M
$83M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-7.65K- 18.35% |
$460K - $515K
|
34K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.18K- 0.73% |
$492K - $551K
|
1.12M
$71.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.58K- 7.44% |
$516K - $577K
|
107K
$6.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.66K- 1.96% |
$520K - $583K
|
433K
$27.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.73K- 3.94% |
$525K - $588K
|
213K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.77K- 9.2% |
$587K - $657K
|
96.4K
$6.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.96K- 5.74% |
$599K - $670K
|
163K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-10.1K- 11.93% |
$608K - $681K
|
74.7K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 10.28% |
$633K - $709K
|
91.8K
$5.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.7K- 44.39% |
$642K - $719K
|
13.4K
$853K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-12.2K- 2.63% |
$734K - $822K
|
452K
$28.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13.2K- 2.8% |
$797K - $892K
|
460K
$29.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.3K- 9.4% |
$861K - $964K
|
138K
$8.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.6K- 22.3% |
$876K - $981K
|
50.8K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-16.5K- 33.3% |
$990K - $1.11M
|
33K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.5K- 4.06% |
$992K - $1.11M
|
390K
$24.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-17K- 7.84% |
$1.02M - $1.14M
|
200K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-18.4K- 41.99% |
$1.11M - $1.24M
|
25.4K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-18.4K- 22.36% |
$1.11M - $1.24M
|
64.1K
$4.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-18.5K- 32.83% |
$1.11M - $1.24M
|
37.8K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 18.44% |
$1.16M - $1.3M
|
85.3K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-19.4K- 13.82% |
$1.17M - $1.31M
|
121K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-20.5K- 16.93% |
$1.24M - $1.38M
|
101K
$6.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-22K- 54.21% |
$1.32M - $1.48M
|
18.6K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 1.71% |
$1.34M - $1.5M
|
1.28M
$81.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.8K- 3.56% |
$1.43M - $1.6M
|
645K
$41.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-24.2K- 26.07% |
$1.45M - $1.63M
|
68.6K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.5K- 58.36% |
$1.53M - $1.72M
|
18.2K
$1.16M
|