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 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 5.77% |
$874K - $925K
|
277K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.8KNew |
$859K - $909K
|
14.8K
$903K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13.8K+ 14.27% |
$800K - $847K
|
111K
$6.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
13.7K+ 22.92% |
$795K - $841K
|
73.7K
$4.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12.9K+ 4.6% |
$748K - $791K
|
294K
$17.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
12.3K+ 8.8% |
$712K - $753K
|
152K
$9.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
12.1K+ 5.18% |
$703K - $744K
|
247K
$15M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11.6K+ 4.29% |
$672K - $711K
|
282K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10.2K+ 6.53% |
$590K - $624K
|
166K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.9K+ 136.85% |
$573K - $606K
|
17.1K
$1.04M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9.33K+ 38.09% |
$540K - $571K
|
33.8K
$2.06M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.84K+ 26.44% |
$512K - $542K
|
42.3K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.66K+ 12.77% |
$501K - $530K
|
76.5K
$4.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.55K+ 1.16% |
$495K - $524K
|
745K
$45.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.53K+ 75.12% |
$494K - $522K
|
19.9K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.38KNew |
$485K - $513K
|
8.38K
$510K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
8.06K+ 10.62% |
$467K - $494K
|
83.9K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.44KNew |
$431K - $456K
|
7.44K
$453K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.36K+ 2.5% |
$426K - $451K
|
302K
$18.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.04K+ 16.52% |
$408K - $431K
|
49.6K
$3.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.99K+ 1.88% |
$405K - $428K
|
378K
$23M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
6.98KNew |
$404K - $428K
|
6.98K
$425K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
6.84K+ 11.18% |
$396K - $419K
|
68K
$4.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
6.76K+ 5.18% |
$392K - $414K
|
137K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.75K+ 18.21% |
$391K - $413K
|
43.8K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.68K+ 46.11% |
$387K - $409K
|
21.2K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
6.57KNew |
$380K - $402K
|
6.57K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.47K+ 34.6% |
$375K - $397K
|
25.2K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.4K+ 1.53% |
$371K - $392K
|
424K
$25.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.2K+ 51.54% |
$359K - $380K
|
18.2K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.94K+ 17.71% |
$344K - $364K
|
39.5K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.93K+ 3.91% |
$343K - $363K
|
158K
$9.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.51KNew |
$319K - $338K
|
5.51K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.16K+ 29.39% |
$298K - $316K
|
22.7K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
5.04K+ 4.61% |
$292K - $309K
|
114K
$6.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.93KNew |
$285K - $302K
|
4.93K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.83KNew |
$280K - $296K
|
4.83K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.53K+ 12.25% |
$262K - $277K
|
41.5K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.45K+ 2.53% |
$258K - $273K
|
180K
$11M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4.45K+ 3.7% |
$257K - $272K
|
125K
$7.58M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.36K+ 92.15% |
$252K - $267K
|
9.09K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.18KNew |
$242K - $256K
|
4.18K
$255K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.95K+ 2.08% |
$229K - $242K
|
194K
$11.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.87KNew |
$224K - $237K
|
3.87K
$236K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.82K+ 17.96% |
$221K - $234K
|
25.1K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.81K+ 56.17% |
$221K - $233K
|
10.6K
$645K
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.76KNew |
$218K - $231K
|
3.76K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.67KNew |
$212K - $225K
|
3.67K
$223K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.65K+ 9.95% |
$211K - $223K
|
40.3K
$2.45M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.61KNew |
$209K - $221K
|
3.61K
$220K
|