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 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
268+ 0.07% |
$16.4K - $19.7K
|
359K
$21.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
264New |
$16.1K - $19.4K
|
264
$16.1K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
260New |
$15.9K - $19.1K
|
260
$15.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
222+ 12.18% |
$13.5K - $16.4K
|
2.05K
$124K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
185New |
$11.3K - $13.6K
|
185
$11.3K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
184+ 3.81% |
$11.2K - $13.6K
|
5.02K
$305K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
177+ 0.65% |
$10.8K - $13K
|
27.6K
$1.68M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
170+ 4.91% |
$10.4K - $12.5K
|
3.63K
$221K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
169+ 1.44% |
$10.3K - $12.4K
|
11.9K
$723K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
165New |
$10.1K - $12.2K
|
165
$10K
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
155+ 0.2% |
$9.46K - $11.4K
|
78.8K
$4.79M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
150+ 21.77% |
$9.15K - $11K
|
839
$51.1K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
146+ 1.21% |
$8.91K - $10.8K
|
12.2K
$743K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
145New |
$8.85K - $10.7K
|
145
$8.83K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
138New |
$8.42K - $10.2K
|
138
$8.4K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
136+ 1.42% |
$8.3K - $10K
|
9.74K
$593K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
128+ 1.51% |
$7.81K - $9.43K
|
8.62K
$525K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
126+ 1.06% |
$7.69K - $9.28K
|
12K
$729K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
103New |
$6.28K - $7.59K
|
103
$6.27K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
103+ 0.86% |
$6.28K - $7.59K
|
12.1K
$739K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.82% |
$6.1K - $7.37K
|
5.6K
$341K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
95+ 1.87% |
$5.8K - $7K
|
5.16K
$314K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
93+ 10.67% |
$5.67K - $6.85K
|
965
$58.7K
|
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
80+ 0.2% |
$4.88K - $5.89K
|
41K
$2.49M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
73New |
$4.45K - $5.38K
|
73
$4.44K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
68+ 0.24% |
$4.15K - $5.01K
|
28.9K
$1.76M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 1.52% |
$3.9K - $4.71K
|
4.27K
$260K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
61+ 1.8% |
$3.72K - $4.49K
|
3.45K
$210K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59+ 4.88% |
$3.6K - $4.35K
|
1.27K
$77.2K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
57+ 0.9% |
$3.48K - $4.2K
|
6.38K
$388K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
57+ 18.45% |
$3.48K - $4.2K
|
366
$22.3K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
57+ 0.09% |
$3.48K - $4.2K
|
65.3K
$3.98M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 114.58% |
$3.36K - $4.05K
|
103
$6.27K
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
53+ 0.56% |
$3.23K - $3.9K
|
9.44K
$574K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
52+ 133.33% |
$3.17K - $3.83K
|
91
$5.54K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
46+ 0.6% |
$2.81K - $3.39K
|
7.69K
$468K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 2.11% |
$2.75K - $3.31K
|
2.18K
$133K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45New |
$2.75K - $3.31K
|
45
$2.74K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45+ 0.34% |
$2.75K - $3.31K
|
13.3K
$808K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
45+ 0.58% |
$2.75K - $3.31K
|
7.81K
$475K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
44+ 1.74% |
$2.68K - $3.24K
|
2.58K
$157K
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
43+ 1.42% |
$2.62K - $3.17K
|
3.08K
$187K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
42+ 0.11% |
$2.56K - $3.09K
|
39.1K
$2.38M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
34+ 0.78% |
$2.07K - $2.5K
|
4.4K
$268K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
30+ 0.65% |
$1.83K - $2.21K
|
4.63K
$282K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
28New |
$1.71K - $2.06K
|
28
$1.7K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
26New |
$1.59K - $1.91K
|
26
$1.58K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20+ 0.04% |
$1.22K - $1.47K
|
46.1K
$2.81M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
17+ 0.08% |
$1.04K - $1.25K
|
21.8K
$1.33M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
17+ 0.5% |
$1.04K - $1.25K
|
3.41K
$208K
|