Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.16K- 82.87% |
$270K - $320K
|
1.07K
$67.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.17K- 0.4% |
$271K - $321K
|
1.29M
$81.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5.26K- 30.22% |
$275K - $326K
|
12.1K
$764K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.29K- 18.68% |
$277K - $328K
|
23K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.64K- 17.85% |
$295K - $350K
|
26K
$1.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.66K- 13.09% |
$297K - $351K
|
37.6K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.76K- 24.75% |
$302K - $357K
|
17.5K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.76K- 37.07% |
$302K - $357K
|
9.78K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.84K- 51.95% |
$306K - $362K
|
5.4K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.84K- 18.28% |
$306K - $362K
|
26.1K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-5.91K- 45.33% |
$309K - $366K
|
7.12K
$448K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.01K- 3.23% |
$315K - $372K
|
180K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.1K- 44.92% |
$319K - $378K
|
7.47K
$470K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.64K- 8.39% |
$348K - $411K
|
72.5K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.78K- 3.82% |
$355K - $420K
|
171K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.09K- 20.7% |
$371K - $440K
|
27.2K
$1.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.4K- 34.4% |
$388K - $459K
|
14.1K
$888K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.5K- 3.08% |
$393K - $465K
|
236K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.57K- 8.73% |
$397K - $469K
|
79.1K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.04K- 21.13% |
$421K - $498K
|
30K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.07K- 4.0% |
$422K - $500K
|
193K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-8.39K- 30.53% |
$439K - $520K
|
19.1K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.61K- 4.05% |
$451K - $533K
|
204K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.87K- 5.45% |
$465K - $550K
|
154K
$9.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.13K- 9.57% |
$478K - $566K
|
86.2K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 8.07% |
$556K - $658K
|
121K
$7.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.7K- 6.89% |
$559K - $661K
|
144K
$9.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-11K- 5.36% |
$576K - $682K
|
194K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.3K- 2.76% |
$594K - $703K
|
399K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11.8K- 23.23% |
$616K - $729K
|
38.9K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.5K- 2.99% |
$654K - $774K
|
405K
$25.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.6K- 6.31% |
$658K - $779K
|
187K
$11.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.9K- 46.8% |
$678K - $802K
|
14.7K
$925K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-14.4K- 45.3% |
$756K - $895K
|
17.4K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15.4K- 61.67% |
$809K - $957K
|
9.6K
$604K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-15.8K- 27.88% |
$829K - $981K
|
41K
$2.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-16.1K- 42.87% |
$844K - $998K
|
21.5K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16.4K- 89.44% |
$858K - $1.02M
|
1.94K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.9K- 2.59% |
$884K - $1.05M
|
634K
$39.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17.4K- 29.59% |
$912K - $1.08M
|
41.4K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-17.6K- 7.45% |
$920K - $1.09M
|
218K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 6.46% |
$922K - $1.09M
|
255K
$16M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-18.2K- 8.41% |
$955K - $1.13M
|
199K
$12.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-18.4K- 65.28% |
$962K - $1.14M
|
9.77K
$615K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-18.6K- 37.63% |
$974K - $1.15M
|
30.8K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18.8K- 7.1% |
$982K - $1.16M
|
245K
$15.4M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-19.2K- 8.12% |
$1M - $1.19M
|
217K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-20K- 17.74% |
$1.05M - $1.24M
|
92.7K
$5.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-20.6K- 31.99% |
$1.08M - $1.28M
|
43.8K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-20.8K- 7.61% |
$1.09M - $1.29M
|
252K
$15.9M
|