Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
46+ 0.35% |
$2.66K - $2.82K
|
13.2K
$828K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
44+ 19.05% |
$2.55K - $2.7K
|
275
$17.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 83.02% |
$2.55K - $2.7K
|
97
$6.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
44+ 1.17% |
$2.55K - $2.7K
|
3.81K
$240K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
42+ 0.99% |
$2.43K - $2.57K
|
4.27K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.0% |
$2.2K - $2.33K
|
1.6M
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38+ 1.59% |
$2.2K - $2.33K
|
2.43K
$153K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29New |
$1.68K - $1.78K
|
29
$1.82K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
27+ 0.25% |
$1.56K - $1.65K
|
11K
$689K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
26New |
$1.51K - $1.59K
|
26
$1.64K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
26+ 1.56% |
$1.51K - $1.59K
|
1.7K
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.46% |
$1.51K - $1.59K
|
5.65K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
26+ 0.75% |
$1.51K - $1.59K
|
3.51K
$221K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 29.07% |
$1.45K - $1.53K
|
111
$6.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.1% |
$1.27K - $1.35K
|
22.2K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
20+ 0.97% |
$1.16K - $1.23K
|
2.08K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
18+ 0.02% |
$1.04K - $1.1K
|
103K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
17New |
$984 - $1.04K
|
17
$1.07K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16+ 0.09% |
$926 - $980
|
18.6K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$811 - $858
|
14
$881
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
13New |
$753 - $796
|
13
$818
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 2.15% |
$753 - $796
|
619
$38.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
12New |
$695 - $735
|
12
$755
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
11+ 0.2% |
$637 - $674
|
5.42K
$341K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 0.95% |
$579 - $613
|
1.06K
$66.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
10+ 0.15% |
$579 - $613
|
6.82K
$429K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10+ 0.26% |
$579 - $613
|
3.9K
$245K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 23.26% |
$579 - $613
|
53
$3.33K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 16.39% |
$579 - $613
|
71
$4.47K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$521 - $551
|
9
$566
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.36% |
$405 - $429
|
1.97K
$124K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$290 - $306
|
5
$315
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.01% |
$290 - $306
|
53.2K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.06% |
$232 - $245
|
6.5K
$409K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
4+ 4.44% |
$232 - $245
|
94
$5.91K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4+ 0.14% |
$232 - $245
|
2.87K
$181K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 1.53% |
$174 - $184
|
199
$12.5K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 2.08% |
$174 - $184
|
147
$9.25K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.1% |
$116 - $123
|
184
$11.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.56% |
$116 - $123
|
130
$8.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$57.9 - $61.3
|
1
$62.9
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.17% |
$57.9 - $61.3
|
47
$2.96K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 14.29% |
$57.9 - $61.3
|
8
$503
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.49% |
$57.9 - $61.3
|
205
$12.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$57.9 - $61.3
|
33
$2.08K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2- 1.13% |
$116 - $123
|
175
$11K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.55% |
$232 - $245
|
718
$45.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.05% |
$290 - $306
|
9.76K
$614K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 0.13% |
$695 - $735
|
9.48K
$596K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-12- 0.09% |
$695 - $735
|
13.1K
$825K
|