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 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.9K+ 20.48% |
$1.83M - $2.21M
|
176K
$10.7M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28.7K+ 6.46% |
$1.75M - $2.12M
|
474K
$28.8M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
28.3K+ 11.46% |
$1.73M - $2.08M
|
275K
$16.7M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
27.3K+ 3.0% |
$1.67M - $2.01M
|
938K
$57.1M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.2K+ 0.95% |
$1.66M - $2M
|
2.89M
$176M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
27KNew |
$1.65M - $1.99M
|
27K
$1.64M
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
26.4K+ 756.13% |
$1.61M - $1.95M
|
29.9K
$1.82M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.3K+ 7.37% |
$1.6M - $1.94M
|
383K
$23.3M
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.3K+ 32.48% |
$1.55M - $1.87M
|
103K
$6.29M
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
22K+ 16.65% |
$1.34M - $1.62M
|
154K
$9.38M
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
22K+ 63.85% |
$1.34M - $1.62M
|
56.3K
$3.43M
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
21.9KNew |
$1.34M - $1.62M
|
21.9K
$1.34M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
21.9K+ 40.52% |
$1.34M - $1.61M
|
76K
$4.62M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21.5K+ 7.1% |
$1.31M - $1.58M
|
324K
$19.7M
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
20K+ 332.15% |
$1.22M - $1.47M
|
26K
$1.58M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.9K+ 9.98% |
$1.21M - $1.46M
|
219K
$13.3M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
19.8KNew |
$1.21M - $1.46M
|
19.8K
$1.21M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$1.19M - $1.43M
|
19.4K
$1.18M
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
19.2KNew |
$1.17M - $1.41M
|
19.2K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
19.2KNew |
$1.17M - $1.41M
|
19.2K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18.9K+ 8.86% |
$1.15M - $1.39M
|
232K
$14.1M
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
18.7K+ 15.6% |
$1.14M - $1.38M
|
139K
$8.44M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
18.6K+ 3.26% |
$1.14M - $1.37M
|
591K
$36M
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
17.9K+ 16.6% |
$1.09M - $1.32M
|
126K
$7.66M
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
17.9K+ 36.26% |
$1.09M - $1.32M
|
67.1K
$4.09M
|
|
May 06, 2022
Q1 2022
|
Acuitas Investments, LLC
|
BUY
|
- |
17.7KNew |
$1.08M - $1.3M
|
17.7K
$1.07M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 6.11% |
$1.05M - $1.27M
|
300K
$18.3M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 10.45% |
$1.05M - $1.27M
|
182K
$11.1M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
17.2K+ 8.39% |
$1.05M - $1.26M
|
222K
$13.5M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.9KNew |
$1.03M - $1.24M
|
16.9K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.8K+ 3.78% |
$1.02M - $1.24M
|
461K
$28.1M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
16.2K+ 270.9% |
$986K - $1.19M
|
22.1K
$1.35M
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
15.8K+ 10.04% |
$962K - $1.16M
|
173K
$10.5M
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
15.7K+ 3.48% |
$960K - $1.16M
|
468K
$28.5M
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
15.7KNew |
$956K - $1.15M
|
15.7K
$954K
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.6K+ 7.16% |
$954K - $1.15M
|
234K
$14.2M
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
15.2K+ 359.57% |
$926K - $1.12M
|
19.4K
$1.18M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.1K+ 7.0% |
$919K - $1.11M
|
230K
$14M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14.2K+ 25.04% |
$863K - $1.04M
|
70.7K
$4.3M
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
14KNew |
$857K - $1.03M
|
14K
$855K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
13.1K+ 6.64% |
$797K - $963K
|
210K
$12.8M
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 6.76% |
$769K - $928K
|
199K
$12.1M
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12.2K+ 134.09% |
$745K - $900K
|
21.3K
$1.3M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.1K+ 9.4% |
$739K - $892K
|
141K
$8.58M
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11.6K+ 2.0% |
$708K - $855K
|
593K
$36.1M
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.4K+ 34.89% |
$694K - $838K
|
44K
$2.68M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 5.49% |
$691K - $834K
|
217K
$13.2M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
10.8K+ 15.43% |
$658K - $794K
|
80.7K
$4.91M
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
10.5K+ 8.14% |
$642K - $775K
|
140K
$8.51M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.5K+ 1.76% |
$638K - $770K
|
607K
$36.9M
|