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 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.47K+ 3.24% |
$201K - $212K
|
111K
$6.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.39K+ 30.71% |
$196K - $208K
|
14.4K
$878K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3.04K+ 20.18% |
$176K - $186K
|
18.1K
$1.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.99K+ 4.81% |
$173K - $183K
|
65.1K
$3.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.78K+ 12.3% |
$161K - $170K
|
25.4K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.53K+ 4.97% |
$146K - $155K
|
53.4K
$3.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.52K+ 4.61% |
$146K - $155K
|
57.3K
$3.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.43K+ 5.27% |
$141K - $149K
|
48.5K
$2.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.41K+ 6.98% |
$140K - $148K
|
36.9K
$2.25M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.32K+ 4383.02% |
$135K - $142K
|
2.38K
$145K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.3K+ 537.38% |
$133K - $141K
|
2.73K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2.28K+ 1.89% |
$132K - $140K
|
123K
$7.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.2K+ 1.16% |
$128K - $135K
|
193K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.14K+ 37.13% |
$124K - $131K
|
7.9K
$481K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.02K+ 0.95% |
$117K - $124K
|
214K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.98K+ 28.11% |
$115K - $121K
|
9.03K
$549K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$115K - $121K
|
1.98K
$120K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.93K+ 1.38% |
$112K - $118K
|
142K
$8.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.89K+ 3.97% |
$110K - $116K
|
49.6K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.89K+ 3.97% |
$110K - $116K
|
49.6K
$3.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.88K+ 1.44% |
$109K - $115K
|
132K
$8.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.81K+ 34.43% |
$105K - $111K
|
7.07K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.68K+ 0.84% |
$97.5K - $103K
|
203K
$12.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.66K+ 1.98% |
$96.3K - $102K
|
85.6K
$5.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.66K+ 19.04% |
$96K - $102K
|
10.4K
$631K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.62K+ 9.19% |
$94K - $99.4K
|
19.3K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.6K+ 17.97% |
$92.8K - $98.2K
|
10.5K
$640K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.5K+ 3.16% |
$86.7K - $91.7K
|
48.8K
$2.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 3.67% |
$82.8K - $87.6K
|
40.4K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.43K+ 4.21% |
$82.5K - $87.3K
|
35.2K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 41.8% |
$81.6K - $86.4K
|
4.78K
$291K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
1.37K+ 1.37% |
$79.4K - $84K
|
102K
$6.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.22K+ 16.38% |
$70.5K - $74.6K
|
8.65K
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.2K+ 20.28% |
$69.4K - $73.4K
|
7.11K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18K+ 14.36% |
$68.1K - $72.1K
|
9.37K
$570K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 2.06% |
$67K - $70.9K
|
57.3K
$3.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.15K+ 10.37% |
$66.8K - $70.6K
|
12.3K
$747K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.15K+ 2.46% |
$66.7K - $70.6K
|
48K
$2.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 20.48% |
$65.5K - $69.3K
|
6.66K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 13.93% |
$63.5K - $67.2K
|
8.97K
$546K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.09K+ 2.78% |
$63.3K - $67K
|
40.4K
$2.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.07K+ 4.98% |
$62.1K - $65.7K
|
22.6K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.03K+ 0.17% |
$59.3K - $62.8K
|
592K
$36.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
929+ 1.22% |
$53.8K - $56.9K
|
77.2K
$4.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
920+ 1.23% |
$53.3K - $56.4K
|
75.8K
$4.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
909+ 3.15% |
$52.6K - $55.7K
|
29.7K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
901+ 8.46% |
$52.2K - $55.2K
|
11.5K
$703K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
866+ 14.37% |
$50.1K - $53.1K
|
6.89K
$420K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
855+ 3.17% |
$49.5K - $52.4K
|
27.8K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
793+ 3.22% |
$45.9K - $48.6K
|
25.4K
$1.55M
|