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 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
5.39K+ 5.19% |
$305K - $335K
|
109K
$6.65M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.31KNew |
$300K - $330K
|
5.31K
$323K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.11K+ 2.48% |
$289K - $318K
|
212K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5K+ 0.11% |
$283K - $311K
|
4.77M
$290M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.71K+ 4.66% |
$266K - $293K
|
106K
$6.44M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.71KNew |
$266K - $293K
|
4.71K
$287K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.57K+ 3.38% |
$259K - $285K
|
140K
$8.51M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.47KNew |
$252K - $278K
|
4.47K
$272K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.46KNew |
$252K - $277K
|
4.46K
$271K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4.03K+ 1.51% |
$228K - $251K
|
271K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.99KNew |
$225K - $248K
|
3.99K
$243K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 4.05% |
$225K - $247K
|
102K
$6.22M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.91K+ 2.29% |
$221K - $243K
|
175K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.89KNew |
$220K - $242K
|
3.89K
$236K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.79K+ 8.17% |
$214K - $236K
|
50.2K
$3.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3.76KNew |
$213K - $234K
|
3.76K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.63KNew |
$205K - $226K
|
3.63K
$221K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
3.55K+ 6.15% |
$200K - $221K
|
61.2K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.53KNew |
$200K - $220K
|
3.53K
$215K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$199K - $219K
|
3.52K
$215K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.48K+ 3.57% |
$197K - $216K
|
101K
$6.14M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.44K+ 3.47% |
$195K - $214K
|
103K
$6.25M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.42K+ 11.35% |
$193K - $212K
|
33.5K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.41KNew |
$193K - $212K
|
3.41K
$208K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.41KNew |
$193K - $212K
|
3.41K
$207K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.4K+ 1.1% |
$192K - $212K
|
313K
$19.1M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.4K+ 7.75% |
$192K - $212K
|
47.3K
$2.88M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.38KNew |
$191K - $210K
|
3.38K
$206K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.36KNew |
$190K - $209K
|
3.36K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.31K+ 75.76% |
$187K - $206K
|
7.67K
$467K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27K+ 10.83% |
$185K - $203K
|
33.4K
$2.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.21K+ 30.66% |
$181K - $199K
|
13.7K
$832K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3.15K+ 670.21% |
$178K - $196K
|
3.62K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.15K+ 3.56% |
$178K - $196K
|
91.7K
$5.58M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.9KNew |
$164K - $180K
|
2.9K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 49.27% |
$153K - $168K
|
8.2K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.69K+ 3.72% |
$152K - $167K
|
74.9K
$4.56M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.68K+ 5.98% |
$152K - $167K
|
47.5K
$2.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.46K+ 6.75% |
$139K - $153K
|
38.9K
$2.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
2.43K+ 1.9% |
$137K - $151K
|
131K
$7.95M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.39K+ 11.84% |
$135K - $149K
|
22.6K
$1.38M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.33K+ 39.3% |
$132K - $145K
|
8.26K
$503K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.32K+ 2.67% |
$131K - $144K
|
89.1K
$5.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.28K+ 7.22% |
$129K - $142K
|
33.8K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.21K+ 2.98% |
$125K - $137K
|
76.3K
$4.64M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.17K+ 2.49% |
$122K - $135K
|
89.1K
$5.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$122K - $135K
|
2.16K
$132K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.13K+ 44.81% |
$120K - $132K
|
6.87K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.07K+ 9.21% |
$117K - $128K
|
24.5K
$1.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.06K+ 3.51% |
$116K - $128K
|
60.8K
$3.7M
|