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 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-100- 2.35% |
$5.43K - $6.74K
|
4.16K
$253K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-101- 3.19% |
$5.48K - $6.81K
|
3.07K
$187K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-106- 1.37% |
$5.75K - $7.14K
|
7.62K
$464K
|
|
|
Jul 27, 2022
Q2 2022
|
Asset Planning Corporation
|
SELL
|
- |
-106- 0.91% |
$5.75K - $7.14K
|
11.5K
$703K
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-107- 0.42% |
$5.81K - $7.21K
|
25.1K
$1.53M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-112- 19.08% |
$6.08K - $7.55K
|
475
$28.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-130- 0.61% |
$7.06K - $8.76K
|
21.2K
$1.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-136- 2.26% |
$7.38K - $9.16K
|
5.88K
$358K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-138- 63.89% |
$7.49K - $9.3K
|
78
$4.75K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-141Closed |
$7.65K - $9.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-142Closed |
$7.71K - $9.57K
|
0
$0
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-150Closed |
$8.14K - $10.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 0.79% |
$8.14K - $10.1K
|
18.9K
$1.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-152- 82.16% |
$8.25K - $10.2K
|
33
$2.01K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-156- 2.23% |
$8.47K - $10.5K
|
6.83K
$416K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-161- 8.86% |
$8.74K - $10.8K
|
1.66K
$101K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-161- 1.6% |
$8.74K - $10.8K
|
9.89K
$602K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-173Closed |
$9.39K - $11.7K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-185- 38.3% |
$10K - $12.5K
|
298
$18.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-200- 39.92% |
$10.9K - $13.5K
|
301
$18.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-201- 20.83% |
$10.9K - $13.5K
|
764
$46.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-203- 3.67% |
$11K - $13.7K
|
5.32K
$324K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-205- 60.12% |
$11.1K - $13.8K
|
136
$8.28K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-205Closed |
$11.1K - $13.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-207- 3.81% |
$11.2K - $13.9K
|
5.23K
$318K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-235- 5.47% |
$12.8K - $15.8K
|
4.06K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-250- 31.93% |
$13.6K - $16.8K
|
533
$32.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 0.63% |
$13.6K - $16.8K
|
39.7K
$2.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-251- 5.42% |
$13.6K - $16.9K
|
4.38K
$266K
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-252- 1.52% |
$13.7K - $17K
|
16.3K
$993K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-260- 1.54% |
$14.1K - $17.5K
|
16.7K
$1.01M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-280- 0.1% |
$15.2K - $18.9K
|
268K
$16.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-281- 0.99% |
$15.3K - $18.9K
|
28.1K
$1.71M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-295- 3.18% |
$16K - $19.9K
|
9K
$548K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-343- 8.47% |
$18.6K - $23.1K
|
3.71K
$226K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-354- 8.76% |
$19.2K - $23.9K
|
3.69K
$224K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-370- 1.47% |
$20.1K - $24.9K
|
24.8K
$1.51M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-382- 61.22% |
$20.7K - $25.7K
|
242
$14.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-384- 2.89% |
$20.8K - $25.9K
|
12.9K
$785K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-386- 3.97% |
$21K - $26K
|
9.35K
$569K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-410- 0.57% |
$22.3K - $27.6K
|
71.1K
$4.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-415- 3.93% |
$22.5K - $28K
|
10.2K
$618K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-415- 0.96% |
$22.5K - $28K
|
42.6K
$2.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-417- 7.55% |
$22.6K - $28.1K
|
5.11K
$311K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-425Closed |
$23.1K - $28.6K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-433- 10.35% |
$23.5K - $29.2K
|
3.75K
$228K
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-437- 1.07% |
$23.7K - $29.4K
|
40.5K
$2.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-437Closed |
$23.7K - $29.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-446- 9.78% |
$24.2K - $30.1K
|
4.12K
$251K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-457- 92.7% |
$24.8K - $30.8K
|
36
$2.19K
|