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 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-261- 12.24% |
$15.7K - $17.6K
|
1.87K
$117K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-289- 7.5% |
$17.4K - $19.5K
|
3.56K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-309- 5.38% |
$18.6K - $20.8K
|
5.44K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-313- 2.39% |
$18.8K - $21.1K
|
12.8K
$799K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-319- 31.71% |
$19.2K - $21.5K
|
687
$43K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-452- 8.42% |
$27.2K - $30.4K
|
4.92K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-470Closed |
$28.3K - $31.6K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-486- 1.45% |
$29.2K - $32.7K
|
33.1K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-514- 1.09% |
$30.9K - $34.6K
|
46.4K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-537- 2.37% |
$32.3K - $36.1K
|
22.1K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-537- 12.17% |
$32.3K - $36.1K
|
3.88K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-545- 13.39% |
$32.8K - $36.7K
|
3.53K
$221K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-549- 7.02% |
$33K - $37K
|
7.27K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-575- 8.47% |
$34.6K - $38.7K
|
6.21K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-623- 8.34% |
$37.5K - $41.9K
|
6.85K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-660- 5.1% |
$39.7K - $44.4K
|
12.3K
$769K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 1.29% |
$42.4K - $47.5K
|
53.7K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-734- 11.19% |
$44.1K - $49.4K
|
5.82K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-770- 5.86% |
$46.3K - $51.8K
|
12.4K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-813- 1.06% |
$48.9K - $54.7K
|
76.2K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-889- 13.61% |
$53.5K - $59.8K
|
5.64K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-921- 10.77% |
$55.4K - $62K
|
7.63K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-923- 7.6% |
$55.5K - $62.1K
|
11.2K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-965- 4.5% |
$58K - $65K
|
20.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.1K- 17.33% |
$65.8K - $73.7K
|
5.23K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.12K- 20.47% |
$67K - $75.1K
|
4.33K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 3.97% |
$67.6K - $75.7K
|
27.2K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.13K- 11.34% |
$67.9K - $76K
|
8.83K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.19K- 8.31% |
$71.3K - $79.8K
|
13.1K
$819K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 2.44% |
$73.7K - $82.5K
|
48.9K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.28K- 4.97% |
$77.1K - $86.3K
|
24.5K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.3K- 83.28% |
$78.2K - $87.5K
|
261
$16.3K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.49K- 13.62% |
$89.7K - $100K
|
9.45K
$591K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.5K- 4.8% |
$89.9K - $101K
|
29.7K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.51K- 1.73% |
$90.6K - $101K
|
85.5K
$5.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.54K- 5.13% |
$92.4K - $103K
|
28.4K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.57K- 3.37% |
$94.6K - $106K
|
45.1K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.65K- 2.23% |
$99.4K - $111K
|
72.5K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.73K- 99.94% |
$104K - $117K
|
1
$62.6
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 23.66% |
$105K - $118K
|
5.65K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 12.22% |
$106K - $119K
|
12.7K
$795K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.9K- 8.37% |
$114K - $128K
|
20.8K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.04K- 4.09% |
$123K - $137K
|
47.8K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-2.17K- 10.11% |
$130K - $146K
|
19.3K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.18K- 27.25% |
$131K - $147K
|
5.81K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.2K- 17.37% |
$132K - $148K
|
10.5K
$654K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.43K- 35.57% |
$146K - $164K
|
4.4K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.65K- 9.83% |
$159K - $178K
|
24.3K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.45K- 16.34% |
$208K - $232K
|
17.7K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.48K- 13.26% |
$209K - $234K
|
22.7K
$1.42M
|