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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
640+ 10.39% |
$36.2K - $39.8K
|
6.8K
$414K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
612+ 0.34% |
$34.6K - $38.1K
|
182K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
607+ 2.16% |
$34.3K - $37.8K
|
28.7K
$1.75M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
606+ 6.73% |
$34.3K - $37.7K
|
9.61K
$585K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
586+ 1.29% |
$33.1K - $36.5K
|
46.1K
$2.81M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
573+ 3.14% |
$32.4K - $35.7K
|
18.8K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
566+ 2.03% |
$32K - $35.2K
|
28.4K
$1.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
565+ 15.69% |
$31.9K - $35.2K
|
4.17K
$254K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
562+ 3.29% |
$31.8K - $35K
|
17.7K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
553+ 5.15% |
$31.3K - $34.4K
|
11.3K
$687K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
548+ 4.15% |
$31K - $34.1K
|
13.8K
$837K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
532+ 0.77% |
$30.1K - $33.1K
|
69.4K
$4.22M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
501+ 0.65% |
$28.3K - $31.2K
|
77.4K
$4.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
477+ 10.72% |
$27K - $29.7K
|
4.93K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
472+ 0.95% |
$26.7K - $29.4K
|
50.4K
$3.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
460+ 5.11% |
$26K - $28.6K
|
9.46K
$576K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
438New |
$24.8K - $27.3K
|
438
$26.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
433+ 0.48% |
$24.5K - $26.9K
|
91.4K
$5.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
432New |
$24.4K - $26.9K
|
432
$26.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
412+ 6.44% |
$23.3K - $25.6K
|
6.81K
$415K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
411+ 4.92% |
$23.2K - $25.6K
|
8.76K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
386+ 5.75% |
$21.8K - $24K
|
7.1K
$432K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
384New |
$21.7K - $23.9K
|
384
$23.4K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
370+ 1.22% |
$20.9K - $23K
|
30.7K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
364+ 2.35% |
$20.6K - $22.6K
|
15.8K
$963K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
350+ 1.83% |
$19.8K - $21.8K
|
19.5K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
347+ 9.43% |
$19.6K - $21.6K
|
4.03K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
345+ 34.33% |
$19.5K - $21.5K
|
1.35K
$82.2K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
343+ 52.37% |
$19.4K - $21.3K
|
998
$60.7K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
331+ 7.03% |
$18.7K - $20.6K
|
5.04K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
320+ 6400.0% |
$18.1K - $19.9K
|
325
$19.8K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
310+ 0.43% |
$17.5K - $19.3K
|
72K
$4.38M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
301+ 1.18% |
$17K - $18.7K
|
25.9K
$1.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
300+ 5.13% |
$17K - $18.7K
|
6.15K
$374K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
298+ 2.75% |
$16.8K - $18.5K
|
11.1K
$677K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
286New |
$16.2K - $17.8K
|
286
$17.4K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
239New |
$13.5K - $14.9K
|
239
$14.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
231New |
$13.1K - $14.4K
|
231
$14.1K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
229+ 5.09% |
$12.9K - $14.2K
|
4.73K
$288K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
216+ 0.45% |
$12.2K - $13.4K
|
48.4K
$2.95M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
210+ 3.08% |
$11.9K - $13.1K
|
7.02K
$427K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
209+ 2.12% |
$11.8K - $13K
|
10.1K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
208+ 1.12% |
$11.8K - $12.9K
|
18.7K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 8.89% |
$11.7K - $12.9K
|
2.54K
$154K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
207New |
$11.7K - $12.9K
|
207
$12.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
200+ 1.71% |
$11.3K - $12.4K
|
11.9K
$723K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
186+ 0.93% |
$10.5K - $11.6K
|
20.2K
$1.23M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
173New |
$9.78K - $10.8K
|
173
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
167+ 1.82% |
$9.44K - $10.4K
|
9.35K
$569K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
161+ 18.03% |
$9.1K - $10K
|
1.05K
$64.2K
|