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
|
Charles Schwab Trust CO
|
BUY
|
- |
150+ 0.13% |
$9.02K - $10.1K
|
116K
$7.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
148+ 2.02% |
$8.9K - $9.96K
|
7.46K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
146+ 9.95% |
$8.78K - $9.83K
|
1.61K
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
143+ 6.63% |
$8.6K - $9.63K
|
2.3K
$147K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
141+ 32.19% |
$8.48K - $9.49K
|
579
$36.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
137+ 0.42% |
$8.24K - $9.22K
|
32.7K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
132+ 2.76% |
$7.94K - $8.88K
|
4.91K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
131New |
$7.88K - $8.82K
|
131
$8.35K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
124+ 27.49% |
$7.46K - $8.35K
|
575
$36.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
113+ 1.41% |
$6.79K - $7.61K
|
8.14K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
113+ 1.87% |
$6.79K - $7.61K
|
6.15K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
106+ 0.8% |
$6.37K - $7.13K
|
13.4K
$854K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
104+ 1.17% |
$6.25K - $7K
|
9.02K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
102New |
$6.13K - $6.87K
|
102
$6.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
100+ 1.48% |
$6.01K - $6.73K
|
6.84K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
100+ 0.68% |
$6.01K - $6.73K
|
14.7K
$939K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$6.01K - $6.73K
|
100
$6.38K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
88+ 1.48% |
$5.29K - $5.92K
|
6.02K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
86+ 2.02% |
$5.17K - $5.79K
|
4.35K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
84New |
$5.05K - $5.65K
|
84
$5.36K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
80+ 0.55% |
$4.81K - $5.38K
|
14.6K
$932K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
75+ 0.36% |
$4.51K - $5.05K
|
21.1K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
75New |
$4.51K - $5.05K
|
75
$4.78K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
75+ 0.72% |
$4.51K - $5.05K
|
10.4K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
72+ 1.86% |
$4.33K - $4.85K
|
3.94K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
71+ 0.12% |
$4.27K - $4.78K
|
57.3K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
70New |
$4.21K - $4.71K
|
70
$4.46K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
63+ 0.79% |
$3.79K - $4.24K
|
8.03K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
63+ 1.86% |
$3.79K - $4.24K
|
3.45K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
60+ 1.64% |
$3.61K - $4.04K
|
3.71K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
58New |
$3.49K - $3.9K
|
58
$3.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58New |
$3.49K - $3.9K
|
58
$3.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
53+ 0.08% |
$3.19K - $3.57K
|
68K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52New |
$3.13K - $3.5K
|
52
$3.32K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
49+ 0.78% |
$2.95K - $3.3K
|
6.3K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48+ 6.15% |
$2.89K - $3.23K
|
829
$52.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
45New |
$2.71K - $3.03K
|
45
$2.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
42+ 0.22% |
$2.53K - $2.83K
|
18.8K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$2.35K - $2.63K
|
39
$2.49K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
38+ 2.06% |
$2.28K - $2.56K
|
1.88K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
36+ 0.52% |
$2.16K - $2.42K
|
6.92K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 1.22% |
$2.16K - $2.42K
|
2.98K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
35+ 0.16% |
$2.1K - $2.36K
|
22.3K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33+ 1.85% |
$1.98K - $2.22K
|
1.82K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.16% |
$1.92K - $2.15K
|
20.2K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30New |
$1.8K - $2.02K
|
30
$1.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
30+ 0.79% |
$1.8K - $2.02K
|
3.81K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
29+ 7.49% |
$1.74K - $1.95K
|
416
$26.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
28New |
$1.68K - $1.88K
|
28
$1.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
27+ 0.92% |
$1.62K - $1.82K
|
2.95K
$188K
|