Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.2K- 7.08% |
$1.24M - $1.49M
|
266K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20.7K- 31.62% |
$1.26M - $1.52M
|
44.7K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21.7K- 42.79% |
$1.32M - $1.6M
|
29K
$1.76M
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-22.7K- 24.02% |
$1.39M - $1.67M
|
71.9K
$4.37M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-23.2K- 1.64% |
$1.41M - $1.71M
|
1.39M
$84.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-23.5K- 56.21% |
$1.44M - $1.73M
|
18.3K
$1.12M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-23.9K- 59.05% |
$1.46M - $1.76M
|
16.6K
$1.01M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-27.6K- 17.83% |
$1.68M - $2.03M
|
127K
$7.74M
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-27.8KClosed |
$1.7M - $2.05M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-29K- 52.79% |
$1.77M - $2.14M
|
25.9K
$1.58M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-31.1KClosed |
$1.9M - $2.29M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-31.2K- 39.89% |
$1.9M - $2.3M
|
47K
$2.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.5KClosed |
$1.92M - $2.32M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-33.5KClosed |
$2.04M - $2.47M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-35KClosed |
$2.13M - $2.58M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.2K- 6.94% |
$2.33M - $2.82M
|
513K
$31.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-38.8KClosed |
$2.37M - $2.86M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.3K- 72.12% |
$2.4M - $2.9M
|
15.2K
$925K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40.2KClosed |
$2.46M - $2.96M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-44.9KClosed |
$2.74M - $3.31M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-46.2K- 37.17% |
$2.82M - $3.4M
|
78.1K
$4.75M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-49.4K- 94.32% |
$3.01M - $3.64M
|
2.98K
$181K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-52K- 84.45% |
$3.17M - $3.83M
|
9.57K
$583K
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-61.5K- 92.26% |
$3.75M - $4.53M
|
5.16K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81.9K- 12.63% |
$5M - $6.03M
|
567K
$34.5M
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-86.6K- 13.13% |
$5.28M - $6.38M
|
573K
$34.9M
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-92.4KClosed |
$5.64M - $6.81M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-99.2K- 13.52% |
$6.05M - $7.31M
|
634K
$38.6M
|
|
|
May 13, 2022
Q1 2022
|
Hershey Trust CO
Hershey, PA |
SELL
|
- |
-101K- 49.51% |
$6.13M - $7.4M
|
103K
$6.24M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-106K- 32.74% |
$6.48M - $7.82M
|
218K
$13.3M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-121K- 5.09% |
$7.37M - $8.9M
|
2.25M
$137M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-124K- 5.49% |
$7.57M - $9.14M
|
2.13M
$130M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-142K- 2.87% |
$8.67M - $10.5M
|
4.8M
$292M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-180K- 12.84% |
$11M - $13.3M
|
1.23M
$74.6M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-201K- 43.61% |
$12.3M - $14.8M
|
261K
$15.9M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-202K- 11.29% |
$12.3M - $14.9M
|
1.59M
$96.5M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-204K- 74.85% |
$12.4M - $15M
|
68.5K
$4.17M
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-206K- 56.63% |
$12.6M - $15.2M
|
158K
$9.62M
|
|
|
May 11, 2022
Q1 2022
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-229K- 20.31% |
$14M - $16.9M
|
901K
$54.8M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-248K- 76.96% |
$15.2M - $18.3M
|
74.3K
$4.52M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-290K- 83.41% |
$17.7M - $21.4M
|
57.7K
$3.51M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-330KClosed |
$20.2M - $24.3M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-417K- 92.36% |
$25.4M - $30.7M
|
34.5K
$2.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-460K- 3.84% |
$28.1M - $33.9M
|
11.5M
$702M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-1.03M- 98.33% |
$63.1M - $76.1M
|
17.5K
$1.07M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.12M- 80.06% |
$68.5M - $82.7M
|
280K
$17M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.19M- 98.1% |
$72.7M - $87.7M
|
23K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.37M- 85.49% |
$83.8M - $101M
|
233K
$14.2M
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.8M- 99.73% |
$110M - $133M
|
4.9K
$298K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.92M- 54.26% |
$178M - $215M
|
2.46M
$150M
|