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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.37K+ 3.1% |
$83.5K - $101K
|
45.6K
$2.77M
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.37K+ 14.34% |
$83.3K - $101K
|
10.9K
$663K
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.35K+ 3.17% |
$82.3K - $99.4K
|
43.9K
$2.67M
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.24K+ 5.18% |
$75.7K - $91.4K
|
25.2K
$1.53M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.23K+ 39.42% |
$75.2K - $90.8K
|
4.36K
$265K
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.22K+ 12.13% |
$74.4K - $89.8K
|
11.3K
$686K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.21K+ 22.35% |
$74.1K - $89.4K
|
6.65K
$404K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.21K+ 3.3% |
$73.8K - $89K
|
37.9K
$2.3M
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 3.57% |
$71K - $85.7K
|
33.7K
$2.05M
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.12K+ 474.58% |
$68.3K - $82.5K
|
1.36K
$82.5K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1K+ 15.02% |
$61K - $73.7K
|
7.66K
$466K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
978+ 22.87% |
$59.7K - $72K
|
5.25K
$320K
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
BUY
|
- |
977+ 1.92% |
$59.6K - $72K
|
51.7K
$3.15M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
968+ 22.77% |
$59.1K - $71.3K
|
5.22K
$318K
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
960+ 5.76% |
$58.6K - $70.7K
|
17.6K
$1.07M
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
948+ 12.45% |
$57.8K - $69.8K
|
8.56K
$521K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
915+ 4.23% |
$55.8K - $67.4K
|
22.6K
$1.37M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
845+ 7.98% |
$51.6K - $62.2K
|
11.4K
$696K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
820+ 4.84% |
$50K - $60.4K
|
17.8K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
812+ 4060.0% |
$49.5K - $59.8K
|
832
$50.6K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
794+ 2.79% |
$48.4K - $58.5K
|
29.2K
$1.78M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
787+ 13.15% |
$48K - $58K
|
6.77K
$412K
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
773New |
$47.2K - $56.9K
|
773
$47.1K
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
766+ 1.12% |
$46.7K - $56.4K
|
69.5K
$4.23M
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
734+ 54.86% |
$44.8K - $54.1K
|
2.07K
$126K
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
720+ 6.3% |
$43.9K - $53K
|
12.1K
$739K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
708+ 8.25% |
$43.2K - $52.1K
|
9.29K
$565K
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
700+ 8.45% |
$42.7K - $51.6K
|
8.98K
$547K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
633+ 12.94% |
$38.6K - $46.6K
|
5.52K
$336K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
590+ 16.99% |
$36K - $43.5K
|
4.06K
$247K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
590+ 16.99% |
$36K - $43.5K
|
4.06K
$247K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
577+ 27.97% |
$35.2K - $42.5K
|
2.64K
$161K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
561New |
$34.2K - $41.3K
|
561
$34.1K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
559+ 8.19% |
$34.1K - $41.2K
|
7.38K
$449K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
542+ 4.13% |
$33.1K - $39.9K
|
13.7K
$831K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
542+ 4.13% |
$33.1K - $39.9K
|
13.7K
$831K
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
535+ 0.88% |
$32.6K - $39.4K
|
61.3K
$3.73M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
500+ 10.86% |
$30.5K - $36.8K
|
5.1K
$311K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
496+ 3.13% |
$30.3K - $36.5K
|
16.3K
$995K
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
456+ 3.37% |
$27.8K - $33.6K
|
14K
$851K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
437+ 1.77% |
$26.7K - $32.2K
|
25.2K
$1.53M
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
426+ 4.06% |
$26K - $31.4K
|
10.9K
$665K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
392+ 10.42% |
$23.9K - $28.9K
|
4.16K
$253K
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
360+ 7.91% |
$22K - $26.5K
|
4.91K
$299K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
351+ 17.32% |
$21.4K - $25.9K
|
2.38K
$145K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
344+ 369.89% |
$21K - $25.3K
|
437
$26.6K
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
341New |
$20.8K - $25.1K
|
341
$20.8K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
309+ 3.44% |
$18.9K - $22.8K
|
9.29K
$565K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
290+ 4.81% |
$17.7K - $21.4K
|
6.32K
$385K
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
280+ 3.91% |
$17.1K - $20.6K
|
7.44K
$453K
|