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 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.75K- 29.67% |
$381K - $420K
|
16K
$973K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.83K- 1.48% |
$386K - $425K
|
456K
$27.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.83K- 3.47% |
$386K - $425K
|
190K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.14K- 9.47% |
$403K - $444K
|
68.2K
$4.15M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.33KClosed |
$414K - $456K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-7.61K- 17.1% |
$430K - $473K
|
36.9K
$2.24M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-7.9K- 34.25% |
$447K - $492K
|
15.2K
$924K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7.99K- 36.97% |
$452K - $497K
|
13.6K
$829K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.02K- 6.59% |
$454K - $499K
|
114K
$6.92M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.05K- 20.18% |
$455K - $501K
|
31.8K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-8.35K- 7.5% |
$472K - $520K
|
103K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.36K- 39.55% |
$529K - $583K
|
14.3K
$871K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.51K- 33.71% |
$538K - $592K
|
18.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9.71K- 1.41% |
$549K - $604K
|
678K
$41.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-10.2K- 9.76% |
$579K - $637K
|
94.6K
$5.76M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10.7K- 4.93% |
$603K - $663K
|
206K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.5K- 19.71% |
$649K - $715K
|
46.8K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-11.5K- 23.12% |
$652K - $717K
|
38.3K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 7.38% |
$668K - $736K
|
148K
$9.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-12.7K- 24.27% |
$716K - $788K
|
39.5K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.4K- 4.83% |
$812K - $893K
|
283K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.4K- 17.55% |
$816K - $898K
|
67.8K
$4.13M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.1K- 59.14% |
$852K - $938K
|
10.4K
$634K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16.6K- 12.87% |
$938K - $1.03M
|
112K
$6.84M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-17.4K- 14.56% |
$983K - $1.08M
|
102K
$6.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-18.2K- 24.69% |
$1.03M - $1.13M
|
55.4K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.4K- 22.42% |
$1.1M - $1.21M
|
67.2K
$4.09M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-19.5K- 6.51% |
$1.1M - $1.22M
|
281K
$17.1M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-19.7K- 4.38% |
$1.11M - $1.23M
|
430K
$26.2M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-21.4K- 31.2% |
$1.21M - $1.33M
|
47.1K
$2.87M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.3K- 45.32% |
$1.26M - $1.39M
|
27K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23K- 58.8% |
$1.3M - $1.43M
|
16.1K
$982K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.9K- 22.29% |
$1.35M - $1.49M
|
83.2K
$5.07M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-28.2K- 80.23% |
$1.6M - $1.76M
|
6.96K
$424K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-28.5K- 4.88% |
$1.61M - $1.78M
|
556K
$33.8M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-30K- 41.17% |
$1.7M - $1.87M
|
42.9K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-30.1K- 9.3% |
$1.7M - $1.87M
|
294K
$17.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-33.1K- 25.48% |
$1.87M - $2.06M
|
96.8K
$5.9M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-38.9K- 76.13% |
$2.2M - $2.42M
|
12.2K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-40K- 8.32% |
$2.26M - $2.49M
|
441K
$26.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.1K- 9.35% |
$2.44M - $2.68M
|
418K
$25.4M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-43.9K- 47.94% |
$2.48M - $2.73M
|
47.7K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-45.3K- 6.18% |
$2.56M - $2.82M
|
687K
$41.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49.5K- 7.82% |
$2.8M - $3.08M
|
583K
$35.5M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-55.7K- 0.17% |
$3.15M - $3.47M
|
33.4M
$2.03B
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-67.4K- 25.17% |
$3.81M - $4.19M
|
200K
$12.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-71.1K- 9.64% |
$4.02M - $4.43M
|
667K
$40.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-75.1K- 69.37% |
$4.24M - $4.67M
|
33.2K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-88.5K- 3.35% |
$5M - $5.51M
|
2.55M
$155M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-89.9K- 37.05% |
$5.08M - $5.59M
|
153K
$9.3M
|