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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
302New |
$16.4K - $20.3K
|
302
$18.4K
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
295+ 3.84% |
$16K - $19.9K
|
7.99K
$486K
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
295+ 5.82% |
$16K - $19.9K
|
5.36K
$326K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
271+ 19.54% |
$14.7K - $18.3K
|
1.66K
$101K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
250+ 4166.67% |
$13.6K - $16.8K
|
256
$15.6K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
250+ 1.23% |
$13.6K - $16.8K
|
20.6K
$1.25M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
238+ 12.51% |
$12.9K - $16K
|
2.14K
$130K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
235New |
$12.8K - $15.8K
|
235
$14.3K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
229+ 3.16% |
$12.4K - $15.4K
|
7.47K
$455K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
216+ 0.49% |
$11.7K - $14.6K
|
44.1K
$2.68M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
212+ 56.99% |
$11.5K - $14.3K
|
584
$35.5K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
211+ 0.17% |
$11.5K - $14.2K
|
126K
$7.66M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
192+ 2.42% |
$10.4K - $12.9K
|
8.12K
$494K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
192+ 40.76% |
$10.4K - $12.9K
|
663
$40.4K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
191New |
$10.4K - $12.9K
|
191
$11.6K
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
187+ 6.03% |
$10.2K - $12.6K
|
3.29K
$200K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
186New |
$10.1K - $12.5K
|
186
$11.3K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
182+ 82.73% |
$9.88K - $12.3K
|
402
$24.5K
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
180+ 0.49% |
$9.77K - $12.1K
|
37.3K
$2.27M
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
169+ 1.5% |
$9.18K - $11.4K
|
11.4K
$696K
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
166+ 2.09% |
$9.01K - $11.2K
|
8.12K
$495K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
161+ 4.02% |
$8.74K - $10.8K
|
4.17K
$254K
|
|
Jul 15, 2022
Q2 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
156New |
$8.47K - $10.5K
|
156
$9.5K
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
150New |
$8.14K - $10.1K
|
150
$9.13K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
142+ 3.52% |
$7.71K - $9.57K
|
4.18K
$254K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
142+ 3.52% |
$7.71K - $9.57K
|
4.18K
$254K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
128+ 4.97% |
$6.95K - $8.62K
|
2.71K
$165K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
120New |
$6.51K - $8.09K
|
120
$7.3K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
115+ 0.98% |
$6.24K - $7.75K
|
11.9K
$724K
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
110+ 0.27% |
$5.97K - $7.41K
|
41.1K
$2.5M
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
105+ 1.75% |
$5.7K - $7.07K
|
6.1K
$371K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
105New |
$5.7K - $7.07K
|
105
$6.39K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
101+ 1.77% |
$5.48K - $6.81K
|
5.81K
$353K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
97New |
$5.27K - $6.54K
|
97
$5.9K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97New |
$5.27K - $6.54K
|
97
$5.9K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
91+ 4.17% |
$4.94K - $6.13K
|
2.27K
$138K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
83New |
$4.51K - $5.59K
|
83
$5.05K
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
80+ 0.93% |
$4.34K - $5.39K
|
8.7K
$530K
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
75+ 2.03% |
$4.07K - $5.05K
|
3.77K
$230K
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
75+ 0.65% |
$4.07K - $5.05K
|
11.6K
$708K
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
71+ 1.66% |
$3.85K - $4.78K
|
4.36K
$265K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
60+ 0.93% |
$3.26K - $4.04K
|
6.52K
$397K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
57+ 2.27% |
$3.09K - $3.84K
|
2.57K
$157K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
57+ 0.47% |
$3.09K - $3.84K
|
12.3K
$747K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55New |
$2.99K - $3.71K
|
55
$3.35K
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.54% |
$2.44K - $3.03K
|
8.41K
$512K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
34+ 0.28% |
$1.85K - $2.29K
|
12.2K
$745K
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
32+ 0.29% |
$1.74K - $2.16K
|
10.9K
$665K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$1.63K - $2.02K
|
30
$1.83K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
27New |
$1.47K - $1.82K
|
27
$1.64K
|