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 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-430- 24.4% |
$25.9K - $28.9K
|
1.33K
$84.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-437- 7.51% |
$26.3K - $29.4K
|
5.38K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-448- 0.35% |
$26.9K - $30.2K
|
126K
$8.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-452- 8.42% |
$27.2K - $30.4K
|
4.92K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-470Closed |
$28.3K - $31.6K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-477- 4.9% |
$28.7K - $32.1K
|
9.26K
$591K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-479- 11.56% |
$28.8K - $32.2K
|
3.66K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-486- 1.45% |
$29.2K - $32.7K
|
33.1K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-514- 1.09% |
$30.9K - $34.6K
|
46.4K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-533- 10.14% |
$32K - $35.9K
|
4.73K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-537- 12.17% |
$32.3K - $36.1K
|
3.88K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-537- 2.37% |
$32.3K - $36.1K
|
22.1K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-545- 13.39% |
$32.8K - $36.7K
|
3.53K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-546- 1.48% |
$32.8K - $36.8K
|
36.5K
$2.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-549- 7.02% |
$33K - $37K
|
7.27K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-557- 3.8% |
$33.5K - $37.5K
|
14.1K
$900K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-575- 8.47% |
$34.6K - $38.7K
|
6.21K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-578- 0.57% |
$34.8K - $38.9K
|
100K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-602- 14.14% |
$36.2K - $40.5K
|
3.66K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-623- 8.34% |
$37.5K - $41.9K
|
6.85K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-644- 12.94% |
$38.7K - $43.3K
|
4.33K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-660- 5.1% |
$39.7K - $44.4K
|
12.3K
$784K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-663- 0.35% |
$39.9K - $44.6K
|
190K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-666- 4.48% |
$40K - $44.8K
|
14.2K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-699- 9.75% |
$42K - $47K
|
6.47K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 1.29% |
$42.4K - $47.5K
|
53.7K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-734- 11.19% |
$44.1K - $49.4K
|
5.82K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-765- 2.38% |
$46K - $51.5K
|
31.4K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-770- 5.86% |
$46.3K - $51.8K
|
12.4K
$788K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-777- 13.86% |
$46.7K - $52.3K
|
4.83K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-804- 18.98% |
$48.3K - $54.1K
|
3.43K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-813- 1.06% |
$48.9K - $54.7K
|
76.2K
$4.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-860- 1.73% |
$51.7K - $57.9K
|
49K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-889- 13.61% |
$53.5K - $59.8K
|
5.64K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-889- 2.24% |
$53.5K - $59.8K
|
38.8K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-906- 18.7% |
$54.5K - $61K
|
3.94K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-921- 10.77% |
$55.4K - $62K
|
7.63K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-923- 7.6% |
$55.5K - $62.1K
|
11.2K
$716K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-965- 4.5% |
$58K - $65K
|
20.5K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-969- 5.4% |
$58.3K - $65.2K
|
17K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 11.49% |
$61.2K - $68.5K
|
7.84K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.03K- 95.71% |
$61.8K - $69.1K
|
46
$2.93K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.07K- 14.38% |
$64.3K - $72K
|
6.37K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.08K- 3.65% |
$65.1K - $72.8K
|
28.6K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.1K- 17.33% |
$65.8K - $73.7K
|
5.23K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.12K- 20.47% |
$67K - $75.1K
|
4.33K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 3.97% |
$67.6K - $75.7K
|
27.2K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.13K- 11.34% |
$67.9K - $76K
|
8.83K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.13K- 0.6% |
$68K - $76.1K
|
186K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.19K- 8.31% |
$71.3K - $79.8K
|
13.1K
$835K
|