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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 13.37% |
$1.62K - $1.82K
|
229
$14.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26+ 433.33% |
$1.56K - $1.75K
|
32
$2.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
25+ 0.12% |
$1.5K - $1.68K
|
21.4K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.28% |
$1.32K - $1.48K
|
7.84K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.13% |
$1.26K - $1.41K
|
16.4K
$1.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
21+ 2.0% |
$1.26K - $1.41K
|
1.07K
$68.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
20+ 0.46% |
$1.2K - $1.35K
|
4.39K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 2.08% |
$1.14K - $1.28K
|
931
$59.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
19+ 0.27% |
$1.14K - $1.28K
|
7.15K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15+ 0.46% |
$902 - $1.01K
|
3.29K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13New |
$782 - $875
|
13
$829
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.62% |
$722 - $808
|
1.95K
$124K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 0.77% |
$722 - $808
|
1.57K
$99.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 0.17% |
$722 - $808
|
7.24K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 1.37% |
$601 - $673
|
742
$47.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 1.93% |
$601 - $673
|
528
$33.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.46% |
$601 - $673
|
2.17K
$138K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10New |
$601 - $673
|
10
$638
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9+ 0.26% |
$541 - $606
|
3.51K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.5% |
$421 - $471
|
1.41K
$90.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
7+ 0.39% |
$421 - $471
|
1.79K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.12% |
$301 - $337
|
4.12K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$301 - $337
|
5
$319
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4+ 0.05% |
$241 - $269
|
8.23K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.72% |
$241 - $269
|
556
$35.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 1.89% |
$180 - $202
|
162
$10.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$180 - $202
|
20.4K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3+ 0.03% |
$180 - $202
|
9.4K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.49% |
$120 - $135
|
136
$8.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 2.47% |
$120 - $135
|
83
$5.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.14% |
$120 - $135
|
1.43K
$91.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.04% |
$120 - $135
|
5.07K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.14% |
$60.1 - $67.3
|
721
$46K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1+ 0.02% |
$60.1 - $67.3
|
4.78K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$60.1 - $67.3
|
7.48K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$60.1 - $67.3
|
49
$3.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.11% |
$60.1 - $67.3
|
929
$59.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.33% |
$60.1 - $67.3
|
44
$2.81K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 1.67% |
$60.1 - $67.3
|
61
$3.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-10- 0.9% |
$601 - $673
|
1.1K
$69.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-15- 0.4% |
$902 - $1.01K
|
3.76K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-18- 0.05% |
$1.08K - $1.21K
|
33.7K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-18- 0.12% |
$1.08K - $1.21K
|
15.6K
$996K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 2.32% |
$1.14K - $1.28K
|
800
$51K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-21- 5.41% |
$1.26K - $1.41K
|
367
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-24- 0.46% |
$1.44K - $1.62K
|
5.24K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-25- 0.29% |
$1.5K - $1.68K
|
8.66K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28- 0.1% |
$1.68K - $1.88K
|
28.1K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-29- 0.21% |
$1.74K - $1.95K
|
13.5K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 2.19% |
$2.28K - $2.56K
|
1.7K
$108K
|