Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
821K+ 377.64% |
$44.6M - $55.3M
|
1.04M
$63.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
396K+ 44.02% |
$21.5M - $26.7M
|
1.3M
$79.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Matson Money. Inc.
|
BUY
|
- |
321K+ 9.4% |
$17.4M - $21.6M
|
3.74M
$228M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
247K+ 41.81% |
$13.4M - $16.6M
|
838K
$51.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
246K+ 155.36% |
$13.3M - $16.5M
|
404K
$24.7M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
230K+ 207.32% |
$12.5M - $15.5M
|
342K
$20.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
207K+ 214.77% |
$11.2M - $13.9M
|
303K
$18.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
197K+ 9.8% |
$10.7M - $13.2M
|
2.2M
$135M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
189K+ 5358.99% |
$10.2M - $12.7M
|
192K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
186K+ 8.23% |
$10.1M - $12.5M
|
2.44M
$149M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
153K+ 54.83% |
$8.33M - $10.3M
|
433K
$26.5M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
117K+ 170.2% |
$6.33M - $7.86M
|
185K
$11.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
106K+ 11.34% |
$5.78M - $7.17M
|
1.04M
$63.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106K+ 2.21% |
$5.77M - $7.16M
|
4.91M
$300M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
99.4K+ 239.66% |
$5.4M - $6.7M
|
141K
$8.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92.9K+ 3.47% |
$5.04M - $6.26M
|
2.77M
$169M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.2K+ 13.84% |
$4.3M - $5.34M
|
652K
$39.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79.1K+ 1829.53% |
$4.29M - $5.33M
|
83.4K
$5.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
77.2K+ 29.78% |
$4.19M - $5.2M
|
336K
$20.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
72.5K+ 1279.62% |
$3.94M - $4.89M
|
78.2K
$4.78M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69.6K+ 31.77% |
$3.78M - $4.69M
|
289K
$17.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65.2K+ 10.74% |
$3.54M - $4.39M
|
672K
$41M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.4K+ 2.97% |
$3.44M - $4.27M
|
2.2M
$134M
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
63.3K+ 18.78% |
$3.44M - $4.27M
|
401K
$24.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
56.1KNew |
$3.05M - $3.78M
|
56.1K
$3.43M
|
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
53.8KNew |
$2.92M - $3.62M
|
53.8K
$3.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
52.2K+ 45.42% |
$2.84M - $3.52M
|
167K
$10.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
49.7KNew |
$2.7M - $3.35M
|
49.7K
$3.04M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
46.6K+ 53.33% |
$2.53M - $3.14M
|
134K
$8.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45.4K+ 615.59% |
$2.47M - $3.06M
|
52.8K
$3.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
45.4K+ 98.39% |
$2.46M - $3.06M
|
91.5K
$5.59M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
45.2K+ 12.69% |
$2.45M - $3.04M
|
401K
$24.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
40.9K+ 157.29% |
$2.22M - $2.76M
|
67K
$4.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.7K+ 22.53% |
$2.15M - $2.67M
|
216K
$13.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
37.9K+ 29.83% |
$2.06M - $2.56M
|
165K
$10.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
35.7K+ 63.44% |
$1.94M - $2.41M
|
92.1K
$5.63M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
35.1K+ 2.24% |
$1.91M - $2.37M
|
1.6M
$98M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
34.7K+ 49.34% |
$1.88M - $2.34M
|
105K
$6.42M
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
BUY
|
- |
34.6K+ 89.72% |
$1.88M - $2.33M
|
73.2K
$4.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
34.4K+ 14.96% |
$1.87M - $2.32M
|
265K
$16.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
32.3K+ 9.97% |
$1.75M - $2.18M
|
356K
$21.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
31.5K+ 2.26% |
$1.71M - $2.12M
|
1.42M
$87M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.1K+ 10.44% |
$1.69M - $2.1M
|
329K
$20.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
29.2K+ 44.76% |
$1.59M - $1.97M
|
94.6K
$5.78M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
29K+ 7.57% |
$1.57M - $1.95M
|
412K
$25.2M
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
28.5KNew |
$1.55M - $1.92M
|
28.5K
$1.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
27.9K+ 14.02% |
$1.51M - $1.88M
|
227K
$13.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
26.1K+ 53.61% |
$1.42M - $1.76M
|
74.8K
$4.57M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
26K+ 45.08% |
$1.41M - $1.75M
|
83.8K
$5.12M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
25.7KNew |
$1.4M - $1.73M
|
25.7K
$1.57M
|