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 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.8K+ 18.69% |
$1.19M - $1.33M
|
126K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.7K+ 9.68% |
$1.18M - $1.32M
|
223K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
17.6KNew |
$1.06M - $1.19M
|
17.6K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
15.8KNew |
$953K - $1.07M
|
15.8K
$997K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 2.67% |
$950K - $1.06M
|
607K
$38.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
15.4K+ 3.46% |
$926K - $1.04M
|
461K
$29M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
14.7K+ 346.52% |
$883K - $988K
|
18.9K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13.4K+ 18.65% |
$808K - $904K
|
85.4K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.4K+ 2.0% |
$804K - $900K
|
683K
$43M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.9KNew |
$778K - $871K
|
12.9K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8K+ 13.47% |
$772K - $864K
|
108K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.1K+ 68.8% |
$730K - $817K
|
29.8K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$729K - $817K
|
12.1K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.2K+ 7.08% |
$671K - $751K
|
169K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.1KNew |
$668K - $748K
|
11.1K
$699K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10.9KNew |
$654K - $733K
|
10.9K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$647K - $724K
|
10.8K
$676K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
10.7K+ 1019.56% |
$642K - $719K
|
11.7K
$738K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 1.53% |
$616K - $690K
|
681K
$42.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10K+ 4.01% |
$603K - $675K
|
260K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
9.9KNew |
$595K - $666K
|
9.9K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
9.88KNew |
$594K - $665K
|
9.88K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9.74K+ 3.16% |
$586K - $656K
|
318K
$20M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.63K+ 41.6% |
$579K - $648K
|
32.8K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.61K+ 3.79% |
$578K - $647K
|
263K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9.2KNew |
$553K - $619K
|
9.2K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
8.45K+ 6.68% |
$508K - $569K
|
135K
$8.49M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7.98K+ 25.91% |
$480K - $537K
|
38.8K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.65K+ 7.5% |
$460K - $515K
|
110K
$6.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
7.59K+ 11.05% |
$456K - $511K
|
76.3K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.58K+ 2.7% |
$456K - $510K
|
288K
$18.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.42K+ 73.33% |
$446K - $500K
|
17.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.2KNew |
$433K - $485K
|
7.2K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
7.19KNew |
$432K - $484K
|
7.19K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
7.18KNew |
$431K - $483K
|
7.18K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.06K+ 1.24% |
$425K - $475K
|
579K
$36.4M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6.97KNew |
$419K - $469K
|
6.97K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.91KNew |
$415K - $465K
|
6.91K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.88K+ 28.25% |
$413K - $463K
|
31.2K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.86K+ 35.37% |
$412K - $462K
|
26.3K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.83K+ 30.44% |
$411K - $460K
|
29.3K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.78KNew |
$408K - $457K
|
6.78K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.73KNew |
$405K - $453K
|
6.73K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
6.62K+ 7.65% |
$398K - $446K
|
93.2K
$5.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.56K+ 213.38% |
$394K - $441K
|
9.63K
$606K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.54KNew |
$393K - $440K
|
6.54K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
6.46K+ 10.14% |
$388K - $435K
|
70.2K
$4.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
6.27K+ 5.32% |
$377K - $422K
|
124K
$7.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
6.15K+ 115.78% |
$370K - $414K
|
11.5K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.93K+ 2.01% |
$356K - $399K
|
300K
$18.9M
|