Purchases and Sales Made in Q1 2023 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 2023. 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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.97MNew |
$337M - $371M
|
5.97M
$363M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
918KNew |
$51.9M - $57.1M
|
918K
$55.9M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
566K+ 18.01% |
$32M - $35.2M
|
3.71M
$226M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
566K+ 18.01% |
$32M - $35.2M
|
3.71M
$226M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
517KNew |
$29.2M - $32.2M
|
517K
$31.5M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
480K+ 12.34% |
$27.1M - $29.9M
|
4.37M
$266M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
373K+ 142.36% |
$21.1M - $23.2M
|
636K
$38.7M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
276K+ 20.44% |
$15.6M - $17.2M
|
1.63M
$99M
|
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
212KNew |
$12M - $13.2M
|
212K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
206K+ 44.72% |
$11.6M - $12.8M
|
666K
$40.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
187K+ 118.56% |
$10.6M - $11.6M
|
344K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
163K+ 24.11% |
$9.21M - $10.1M
|
839K
$51M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
147K+ 26.92% |
$8.32M - $9.15M
|
694K
$42.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146K+ 117.23% |
$8.23M - $9.05M
|
270K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
125K+ 14.14% |
$7.06M - $7.77M
|
1.01M
$61.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
116K+ 341.7% |
$6.57M - $7.23M
|
150K
$9.15M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
88K+ 60.29% |
$4.97M - $5.47M
|
234K
$14.2M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
87.8K+ 963.99% |
$4.96M - $5.46M
|
96.9K
$5.9M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
83.6K+ 50.83% |
$4.73M - $5.2M
|
248K
$15.1M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
73.8K+ 60.48% |
$4.17M - $4.59M
|
196K
$11.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
70.4K+ 1970.46% |
$3.98M - $4.38M
|
74K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
69.9K+ 27.63% |
$3.95M - $4.35M
|
323K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
69.2K+ 21.15% |
$3.91M - $4.3M
|
396K
$24.1M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
66KNew |
$3.73M - $4.11M
|
66K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
65.4K+ 5.09% |
$3.7M - $4.07M
|
1.35M
$82.2M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
65.3K+ 21.5% |
$3.69M - $4.06M
|
369K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
57.4K+ 4.71% |
$3.24M - $3.57M
|
1.28M
$77.6M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52.9K+ 7.83% |
$2.99M - $3.29M
|
728K
$44.3M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
49.7K+ 89.45% |
$2.81M - $3.09M
|
105K
$6.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
47.7KNew |
$2.7M - $2.97M
|
47.7K
$2.9M
|
|
|
May 02, 2023
Q1 2023
|
Matson Money. Inc.
|
BUY
|
- |
45.6K+ 1.16% |
$2.58M - $2.84M
|
3.97M
$241M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.2K+ 10.32% |
$2.56M - $2.81M
|
483K
$29.4M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
43.6KNew |
$2.47M - $2.71M
|
43.6K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
42.5K+ 403.05% |
$2.4M - $2.65M
|
53.1K
$3.23M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
39.4KNew |
$2.22M - $2.45M
|
39.4K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
37.1KNew |
$2.1M - $2.31M
|
37.1K
$2.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
34.9K+ 10.58% |
$1.97M - $2.17M
|
365K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.4K+ 10.42% |
$1.83M - $2.01M
|
343K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32.1K+ 3406.7% |
$1.81M - $1.99M
|
33K
$2.01M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
31.6K+ 93.94% |
$1.79M - $1.97M
|
65.3K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
30.2KNew |
$1.71M - $1.88M
|
30.2K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
28.8KNew |
$1.63M - $1.79M
|
28.8K
$1.75M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26.9K+ 599.33% |
$1.52M - $1.68M
|
31.4K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.6K+ 4.99% |
$1.5M - $1.66M
|
560K
$34.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.2KNew |
$1.48M - $1.63M
|
26.2K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.6KNew |
$1.39M - $1.53M
|
24.6K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 14.37% |
$1.31M - $1.45M
|
185K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21.5K+ 9.49% |
$1.22M - $1.34M
|
248K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 3.09% |
$1.21M - $1.33M
|
715K
$43.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 83.13% |
$1.19M - $1.31M
|
46.4K
$2.82M
|