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
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.03KNew |
$246K - $297K
|
4.03K
$245K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.03KNew |
$246K - $297K
|
4.03K
$245K
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.01KNew |
$245K - $295K
|
4.01K
$244K
|
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4K+ 16.86% |
$244K - $295K
|
27.7K
$1.69M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.92K+ 2.78% |
$239K - $289K
|
145K
$8.83M
|
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.85KNew |
$235K - $284K
|
3.85K
$234K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.52KNew |
$215K - $259K
|
3.52K
$214K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.5K+ 4.85% |
$214K - $258K
|
75.7K
$4.61M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.49KNew |
$213K - $257K
|
3.49K
$212K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.31KNew |
$202K - $244K
|
3.31K
$202K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.27K+ 272.15% |
$200K - $241K
|
4.48K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.25K+ 1.71% |
$198K - $239K
|
193K
$11.8M
|
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.24KNew |
$198K - $238K
|
3.24K
$197K
|
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
2.96K+ 1.14% |
$180K - $218K
|
262K
$16M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.95K+ 5.62% |
$180K - $217K
|
55.5K
$3.38M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.89K+ 3.42% |
$176K - $213K
|
87.3K
$5.31M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.89K+ 56.94% |
$176K - $213K
|
7.96K
$484K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.87K+ 5.71% |
$175K - $211K
|
53.1K
$3.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 4.07% |
$169K - $204K
|
70.7K
$4.3M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 1.22% |
$163K - $196K
|
221K
$13.4M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.6K+ 29.45% |
$159K - $192K
|
11.4K
$696K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.47K+ 70.15% |
$151K - $182K
|
5.99K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.46K+ 4.81% |
$150K - $181K
|
53.7K
$3.27M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 3.38% |
$149K - $180K
|
74.7K
$4.55M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.43K+ 7.31% |
$148K - $179K
|
35.6K
$2.17M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.37K+ 68.23% |
$145K - $175K
|
5.85K
$356K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.29K+ 7.67% |
$140K - $169K
|
32.1K
$1.96M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 42.04% |
$139K - $168K
|
7.71K
$470K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.14KNew |
$130K - $157K
|
2.14K
$130K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.09K+ 46.92% |
$127K - $154K
|
6.54K
$398K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.05K+ 4.91% |
$125K - $151K
|
43.9K
$2.67M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.89K+ 12.05% |
$115K - $139K
|
17.6K
$1.07M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.88K+ 2.97% |
$115K - $139K
|
65.2K
$3.97M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.82KNew |
$111K - $134K
|
1.82K
$111K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.8K+ 1.39% |
$110K - $132K
|
131K
$7.96M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.79K+ 2.03% |
$109K - $132K
|
89.8K
$5.47M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.79K+ 2.03% |
$109K - $132K
|
89.8K
$5.47M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.77K+ 28.68% |
$108K - $130K
|
7.92K
$482K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 1.12% |
$104K - $125K
|
153K
$9.34M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.66K+ 637.16% |
$101K - $122K
|
1.92K
$117K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 4.21% |
$100K - $121K
|
40.7K
$2.48M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.63K+ 39.6% |
$99.5K - $120K
|
5.75K
$350K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.52K+ 36.23% |
$92.7K - $112K
|
5.72K
$348K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.51K+ 3.99% |
$91.8K - $111K
|
39.2K
$2.39M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.47K+ 19.69% |
$89.5K - $108K
|
8.92K
$543K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.47K+ 1.41% |
$89.5K - $108K
|
106K
$6.44M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.46K+ 7.74% |
$89K - $107K
|
20.3K
$1.24M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
1.45K+ 2.0% |
$88.3K - $107K
|
73.8K
$4.49M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.42K+ 8.89% |
$86.5K - $104K
|
17.4K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.38K+ 2.8% |
$84.2K - $102K
|
50.8K
$3.09M
|