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
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 2.19% |
$221K - $247K
|
164K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.97K- 10.2% |
$238K - $267K
|
34.9K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.05K- 12.1% |
$304K - $340K
|
36.7K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-5.58K- 7.8% |
$336K - $376K
|
65.9K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6K- 1.74% |
$361K - $404K
|
339K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-6.03K- 16.73% |
$363K - $406K
|
30K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.19K- 15.38% |
$372K - $416K
|
34K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 17.41% |
$388K - $435K
|
30.6K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.15K- 4.0% |
$430K - $481K
|
171K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-7.65K- 18.35% |
$460K - $515K
|
34K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.66K- 1.96% |
$520K - $583K
|
433K
$27.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.73K- 3.94% |
$525K - $588K
|
213K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.96K- 5.74% |
$599K - $670K
|
163K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.7K- 44.39% |
$642K - $719K
|
13.4K
$837K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.6K- 22.3% |
$876K - $981K
|
50.8K
$3.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-16.5K- 33.3% |
$990K - $1.11M
|
33K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.5K- 4.06% |
$992K - $1.11M
|
390K
$24.4M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-17K- 7.84% |
$1.02M - $1.14M
|
200K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-18.5K- 32.83% |
$1.11M - $1.24M
|
37.8K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 18.44% |
$1.16M - $1.3M
|
85.3K
$5.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-24.2K- 26.07% |
$1.45M - $1.63M
|
68.6K
$4.29M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-35.4K- 80.16% |
$2.13M - $2.38M
|
8.77K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-57.5K- 60.46% |
$3.46M - $3.87M
|
37.6K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-78.1K- 26.65% |
$4.7M - $5.26M
|
215K
$13.5M
|