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 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-90- 2.56% |
$5.41K - $6.06K
|
3.43K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 37.74% |
$6.01K - $6.73K
|
165
$10K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-122- 0.09% |
$7.34K - $8.21K
|
136K
$8.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-122- 2.97% |
$7.34K - $8.21K
|
3.99K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-200- 2.64% |
$12K - $13.5K
|
7.39K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-220- 5.58% |
$13.2K - $14.8K
|
3.72K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-319- 31.71% |
$19.2K - $21.5K
|
687
$41.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-452- 8.42% |
$27.2K - $30.4K
|
4.92K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-486- 1.45% |
$29.2K - $32.7K
|
33.1K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-537- 2.37% |
$32.3K - $36.1K
|
22.1K
$1.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-549- 7.02% |
$33K - $37K
|
7.27K
$443K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-660- 5.1% |
$39.7K - $44.4K
|
12.3K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 1.29% |
$42.4K - $47.5K
|
53.7K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-923- 7.6% |
$55.5K - $62.1K
|
11.2K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-965- 4.5% |
$58K - $65K
|
20.5K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.12K- 20.47% |
$67K - $75.1K
|
4.33K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.19K- 8.31% |
$71.3K - $79.8K
|
13.1K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 2.44% |
$73.7K - $82.5K
|
48.9K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.3K- 83.28% |
$78.2K - $87.5K
|
261
$15.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.54K- 5.13% |
$92.4K - $103K
|
28.4K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.04K- 4.09% |
$123K - $137K
|
47.8K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-2.17K- 10.11% |
$130K - $146K
|
19.3K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.48K- 13.26% |
$209K - $234K
|
22.7K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 2.19% |
$221K - $247K
|
164K
$9.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.19K- 15.38% |
$372K - $416K
|
34K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 17.41% |
$388K - $435K
|
30.6K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.66K- 1.96% |
$520K - $583K
|
433K
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-18.5K- 32.83% |
$1.11M - $1.24M
|
37.8K
$2.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-35.4K- 80.16% |
$2.13M - $2.38M
|
8.77K
$534K
|