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
|
Courage Miller Partners, LLC
|
BUY
|
- |
49+ 0.78% |
$2.95K - $3.3K
|
6.3K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48+ 6.15% |
$2.89K - $3.23K
|
829
$51.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
38+ 2.06% |
$2.28K - $2.56K
|
1.88K
$118K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33+ 1.85% |
$1.98K - $2.22K
|
1.82K
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
28New |
$1.68K - $1.88K
|
28
$1.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
27+ 0.92% |
$1.62K - $1.82K
|
2.95K
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
25+ 0.12% |
$1.5K - $1.68K
|
21.4K
$1.34M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
21+ 2.0% |
$1.26K - $1.41K
|
1.07K
$66.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
20+ 0.46% |
$1.2K - $1.35K
|
4.39K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 2.08% |
$1.14K - $1.28K
|
931
$58.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
19+ 0.27% |
$1.14K - $1.28K
|
7.15K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13New |
$782 - $875
|
13
$813
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 0.77% |
$722 - $808
|
1.57K
$97.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.62% |
$722 - $808
|
1.95K
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 1.37% |
$601 - $673
|
742
$46.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 1.93% |
$601 - $673
|
528
$33K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4+ 0.05% |
$241 - $269
|
8.23K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$180 - $202
|
20.4K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3+ 0.03% |
$180 - $202
|
9.4K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.49% |
$120 - $135
|
136
$8.51K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.04% |
$120 - $135
|
5.07K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.14% |
$120 - $135
|
1.43K
$89.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$60.1 - $67.3
|
49
$3.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1+ 0.02% |
$60.1 - $67.3
|
4.78K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-10- 0.9% |
$601 - $673
|
1.1K
$68.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-18- 0.12% |
$1.08K - $1.21K
|
15.6K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 2.32% |
$1.14K - $1.28K
|
800
$50K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-21- 5.41% |
$1.26K - $1.41K
|
367
$23K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-25- 0.29% |
$1.5K - $1.68K
|
8.66K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-29- 0.21% |
$1.74K - $1.95K
|
13.5K
$843K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-40- 0.28% |
$2.41K - $2.69K
|
14.4K
$898K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-44- 0.43% |
$2.65K - $2.96K
|
10.3K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48- 5.79% |
$2.89K - $3.23K
|
781
$48.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-52- 1.25% |
$3.13K - $3.5K
|
4.11K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-61- 2.16% |
$3.67K - $4.11K
|
2.77K
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-65- 0.52% |
$3.91K - $4.38K
|
12.4K
$776K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-70- 12.52% |
$4.21K - $4.71K
|
489
$30.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71- 0.63% |
$4.27K - $4.78K
|
11.2K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-90- 2.56% |
$5.41K - $6.06K
|
3.43K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 37.74% |
$6.01K - $6.73K
|
165
$10.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-115- 0.22% |
$6.91K - $7.74K
|
52.7K
$3.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-122- 0.09% |
$7.34K - $8.21K
|
136K
$8.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-122- 2.97% |
$7.34K - $8.21K
|
3.99K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-134- 3.06% |
$8.06K - $9.02K
|
4.25K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-195- 1.49% |
$11.7K - $13.1K
|
12.9K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-200- 2.64% |
$12K - $13.5K
|
7.39K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-211- 3.67% |
$12.7K - $14.2K
|
5.54K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-220- 5.58% |
$13.2K - $14.8K
|
3.72K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-239- 2.34% |
$14.4K - $16.1K
|
9.95K
$623K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-246- 2.34% |
$14.8K - $16.6K
|
10.3K
$643K
|