Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-262- 4.11% |
$15.5K - $16.7K
|
6.11K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-268- 5.53% |
$15.9K - $17K
|
4.58K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-269- 7.78% |
$15.9K - $17.1K
|
3.19K
$194K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-275- 6.38% |
$16.3K - $17.5K
|
4.03K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-275- 6.67% |
$16.3K - $17.5K
|
3.85K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-285- 8.25% |
$16.9K - $18.1K
|
3.17K
$193K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-301- 0.69% |
$17.8K - $19.1K
|
43.5K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-315- 0.23% |
$18.6K - $20K
|
136K
$8.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-320- 1.39% |
$18.9K - $20.3K
|
22.6K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-340- 5.07% |
$20.1K - $21.6K
|
6.37K
$388K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-343- 2.33% |
$20.3K - $21.8K
|
14.4K
$876K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-349- 1.34% |
$20.6K - $22.2K
|
25.7K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-356- 39.25% |
$21.1K - $22.6K
|
551
$33.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-360- 9.57% |
$21.3K - $22.9K
|
3.4K
$207K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-360- 2.03% |
$21.3K - $22.9K
|
17.4K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-365- 8.15% |
$21.6K - $23.2K
|
4.11K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-371- 4.28% |
$21.9K - $23.6K
|
8.3K
$505K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-375- 1.61% |
$22.2K - $23.8K
|
22.9K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-383- 6.6% |
$22.7K - $24.4K
|
5.42K
$330K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-392- 1.27% |
$23.2K - $24.9K
|
30.4K
$1.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-396- 21.26% |
$23.4K - $25.2K
|
1.47K
$89.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-401- 6.55% |
$23.7K - $25.5K
|
5.72K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-436- 8.88% |
$25.8K - $27.7K
|
4.47K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-437- 2.94% |
$25.8K - $27.8K
|
14.4K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-439- 2.95% |
$26K - $27.9K
|
14.4K
$880K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-452- 0.97% |
$26.7K - $28.7K
|
46.4K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-485- 3.16% |
$28.7K - $30.8K
|
14.9K
$905K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-497- 3.36% |
$29.4K - $31.6K
|
14.3K
$869K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-504- 0.37% |
$29.8K - $32K
|
134K
$8.18M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-509- 26.3% |
$30.1K - $32.4K
|
1.43K
$86.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-547- 1.34% |
$32.4K - $34.8K
|
40.4K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-554- 89.5% |
$32.8K - $35.2K
|
65
$3.96K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-555- 0.5% |
$32.8K - $35.3K
|
111K
$6.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-566- 3.94% |
$33.5K - $36K
|
13.8K
$840K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-569- 4.95% |
$33.7K - $36.2K
|
10.9K
$665K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-578- 4.07% |
$34.2K - $36.7K
|
13.6K
$829K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-597- 6.58% |
$35.3K - $38K
|
8.47K
$516K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-625- 1.18% |
$37K - $39.7K
|
52.2K
$3.18M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-641- 2.61% |
$37.9K - $40.8K
|
23.9K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-684- 46.69% |
$40.5K - $43.5K
|
781
$47.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-696- 67.9% |
$41.2K - $44.3K
|
329
$20K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-703- 2.4% |
$41.6K - $44.7K
|
28.6K
$1.74M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-746- 9.07% |
$44.1K - $47.4K
|
7.48K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-765- 2.21% |
$45.2K - $48.6K
|
33.9K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-770- 5.46% |
$45.5K - $49K
|
13.3K
$812K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-790- 13.1% |
$46.7K - $50.2K
|
5.24K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-805- 4.2% |
$47.6K - $51.2K
|
18.4K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-806- 2.84% |
$47.7K - $51.2K
|
27.6K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-809- 7.45% |
$47.9K - $51.4K
|
10.1K
$612K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-819- 3.17% |
$48.4K - $52.1K
|
25K
$1.52M
|