Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
678K+ 15.52% |
$39.3M - $41.5M
|
5.05M
$307M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
483K+ 1.45% |
$27.9M - $29.6M
|
33.8M
$2.06B
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
286K+ 34.13% |
$16.6M - $17.5M
|
1.12M
$68.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
266K+ 27.71% |
$15.4M - $16.3M
|
1.23M
$74.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
247K+ 2443.96% |
$14.3M - $15.1M
|
257K
$15.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
157K+ 48.47% |
$9.07M - $9.59M
|
480K
$29.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 2.89% |
$8.69M - $9.19M
|
5.34M
$325M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
132K+ 117.2% |
$7.63M - $8.07M
|
244K
$14.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
124KNew |
$7.16M - $7.58M
|
124K
$7.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
122K+ 18.38% |
$7.09M - $7.5M
|
788K
$48M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
120KNew |
$6.96M - $7.37M
|
120K
$7.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
115K+ 7.04% |
$6.63M - $7.02M
|
1.74M
$106M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
107KNew |
$6.22M - $6.58M
|
107K
$6.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
106K+ 33.97% |
$6.16M - $6.51M
|
419K
$25.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
104K+ 3.84% |
$6M - $6.35M
|
2.8M
$170M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99K+ 377.71% |
$5.73M - $6.07M
|
125K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
83.7K+ 8.3% |
$4.85M - $5.13M
|
1.09M
$66.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Matson Money. Inc.
|
BUY
|
- |
70K+ 1.76% |
$4.05M - $4.29M
|
4.04M
$246M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
67.3KNew |
$3.9M - $4.13M
|
67.3K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
63.6KNew |
$3.68M - $3.89M
|
63.6K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.8KNew |
$3.46M - $3.66M
|
59.8K
$3.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
58.6KNew |
$3.4M - $3.59M
|
58.6K
$3.57M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
56.8K+ 12.38% |
$3.29M - $3.48M
|
516K
$31.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
53.4KNew |
$3.09M - $3.27M
|
53.4K
$3.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
50.6KNew |
$2.93M - $3.1M
|
50.6K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
49.7K+ 264.87% |
$2.88M - $3.05M
|
68.5K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
49.1K+ 8.77% |
$2.84M - $3.01M
|
609K
$37.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 31.69% |
$2.8M - $2.97M
|
201K
$12.2M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45.9K+ 23.42% |
$2.66M - $2.81M
|
242K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43.3K+ 37.91% |
$2.51M - $2.65M
|
157K
$9.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
37.7K+ 133.97% |
$2.18M - $2.31M
|
65.9K
$4.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.5K+ 2.62% |
$1.94M - $2.05M
|
1.31M
$79.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
32.2K+ 8.72% |
$1.86M - $1.97M
|
401K
$24.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.6K+ 29.54% |
$1.66M - $1.75M
|
126K
$7.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.6K+ 13.77% |
$1.6M - $1.69M
|
228K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 3.79% |
$1.57M - $1.66M
|
742K
$45.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
26.5K+ 69.81% |
$1.53M - $1.62M
|
64.4K
$3.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25KNew |
$1.45M - $1.53M
|
25K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
22.8K+ 63.01% |
$1.32M - $1.4M
|
59K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.7K+ 71.88% |
$1.26M - $1.33M
|
51.8K
$3.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.9K+ 6.08% |
$1.21M - $1.28M
|
364K
$22.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.9K+ 4.37% |
$1.15M - $1.22M
|
476K
$28.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
19.8K+ 53.64% |
$1.15M - $1.21M
|
56.7K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
18.6K+ 404.93% |
$1.08M - $1.14M
|
23.2K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
18.4K+ 1.2% |
$1.06M - $1.13M
|
1.55M
$94.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
18.3K+ 365.84% |
$1.06M - $1.12M
|
23.3K
$1.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
17.7K+ 4.84% |
$1.02M - $1.08M
|
382K
$23.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
17.1K+ 7.02% |
$988K - $1.05M
|
260K
$15.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 103.39% |
$957K - $1.01M
|
32.5K
$1.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
15.3K+ 7.52% |
$885K - $936K
|
218K
$13.3M
|