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 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-58- 0.5% |
$3.54K - $4.27K
|
11.5K
$700K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-60- 0.83% |
$3.66K - $4.42K
|
7.17K
$437K
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-64- 1.42% |
$3.9K - $4.71K
|
4.44K
$270K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-65- 0.42% |
$3.97K - $4.79K
|
15.6K
$948K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-68- 66.67% |
$4.15K - $5.01K
|
34
$2.07K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-78- 2.34% |
$4.76K - $5.74K
|
3.25K
$198K
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-83- 0.92% |
$5.06K - $6.11K
|
8.95K
$545K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-84- 1.65% |
$5.12K - $6.19K
|
5.02K
$305K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-94- 62.25% |
$5.73K - $6.92K
|
57
$3.47K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-94- 2.8% |
$5.73K - $6.92K
|
3.26K
$198K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-97Closed |
$5.92K - $7.14K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-98- 2.1% |
$5.98K - $7.22K
|
4.56K
$278K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-102- 3.17% |
$6.22K - $7.51K
|
3.12K
$190K
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-110- 0.27% |
$6.71K - $8.1K
|
40K
$2.43M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-111Closed |
$6.77K - $8.18K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-120- 3.61% |
$7.32K - $8.84K
|
3.2K
$195K
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-120- 1.86% |
$7.32K - $8.84K
|
6.34K
$386K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-121- 0.98% |
$7.38K - $8.91K
|
12.2K
$741K
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
SELL
|
- |
-131- 1.11% |
$7.99K - $9.65K
|
11.6K
$709K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-135- 3.99% |
$8.24K - $9.94K
|
3.25K
$198K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-140- 1.55% |
$8.54K - $10.3K
|
8.91K
$542K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-149- 40.38% |
$9.09K - $11K
|
220
$13.4K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-154- 1.21% |
$9.4K - $11.3K
|
12.6K
$769K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-187- 3.17% |
$11.4K - $13.8K
|
5.71K
$347K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-191Closed |
$11.7K - $14.1K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-199- 0.72% |
$12.1K - $14.7K
|
27.6K
$1.68M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 0.7% |
$12.2K - $14.7K
|
28.6K
$1.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-209- 10.11% |
$12.8K - $15.4K
|
1.86K
$113K
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-212- 4.12% |
$12.9K - $15.6K
|
4.94K
$300K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-215- 14.95% |
$13.1K - $15.8K
|
1.22K
$74.4K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-219- 0.72% |
$13.4K - $16.1K
|
30K
$1.83M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-245- 3.31% |
$14.9K - $18K
|
7.15K
$435K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-246- 1.24% |
$15K - $18.1K
|
19.7K
$1.2M
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-254- 0.59% |
$15.5K - $18.7K
|
43.1K
$2.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-254- 27.31% |
$15.5K - $18.7K
|
676
$41.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-262- 0.28% |
$16K - $19.3K
|
93.3K
$5.68M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-265- 2.43% |
$16.2K - $19.5K
|
10.6K
$648K
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-283- 1.54% |
$17.3K - $20.8K
|
18K
$1.1M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-296- 32.17% |
$18.1K - $21.8K
|
624
$38K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-302- 8.34% |
$18.4K - $22.2K
|
3.32K
$202K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-312- 8.81% |
$19K - $23K
|
3.23K
$197K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-312- 25.22% |
$19K - $23K
|
925
$56.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-317- 5.51% |
$19.3K - $23.3K
|
5.44K
$331K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-321- 11.32% |
$19.6K - $23.6K
|
2.52K
$153K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-322- 2.88% |
$19.6K - $23.7K
|
10.8K
$660K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-330- 89.92% |
$20.1K - $24.3K
|
37
$2.25K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-331Closed |
$20.2K - $24.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-336- 0.56% |
$20.5K - $24.7K
|
59.8K
$3.64M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-337Closed |
$20.6K - $24.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-339- 5.7% |
$20.7K - $25K
|
5.6K
$341K
|