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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
790+ 316.0% |
$45.7K - $48.4K
|
1.04K
$63.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
771+ 10.1% |
$44.6K - $47.2K
|
8.41K
$512K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
759+ 15180.0% |
$43.9K - $46.5K
|
764
$46.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
732+ 4.58% |
$42.4K - $44.8K
|
16.7K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
686+ 4.31% |
$39.7K - $42K
|
16.6K
$1.01M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
686+ 4.31% |
$39.7K - $42K
|
16.6K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
672+ 2.08% |
$38.9K - $41.2K
|
33K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
668+ 3.94% |
$38.7K - $40.9K
|
17.6K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
655New |
$37.9K - $40.1K
|
655
$39.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
638+ 1.38% |
$36.9K - $39.1K
|
46.9K
$2.85M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
631+ 3.74% |
$36.5K - $38.7K
|
17.5K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
629+ 6.73% |
$36.4K - $38.5K
|
9.98K
$607K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
624+ 9.18% |
$36.1K - $38.2K
|
7.42K
$452K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
620+ 3.82% |
$35.9K - $38K
|
16.9K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
606+ 21.78% |
$35.1K - $37.1K
|
3.39K
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
604+ 12.03% |
$35K - $37K
|
5.62K
$342K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
591+ 14.18% |
$34.2K - $36.2K
|
4.76K
$290K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
574New |
$33.2K - $35.2K
|
574
$34.9K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
569+ 14.97% |
$32.9K - $34.9K
|
4.37K
$266K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
557+ 2.1% |
$32.3K - $34.1K
|
27.1K
$1.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
517+ 249.76% |
$29.9K - $31.7K
|
724
$44.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
510+ 3.13% |
$29.5K - $31.2K
|
16.8K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
491+ 2.18% |
$28.4K - $30.1K
|
23K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
490+ 10.93% |
$28.4K - $30K
|
4.97K
$303K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
486+ 9.86% |
$28.1K - $29.8K
|
5.41K
$330K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
481+ 8.91% |
$27.8K - $29.5K
|
5.88K
$358K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
472+ 2.65% |
$27.3K - $28.9K
|
18.3K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
455+ 4.11% |
$26.3K - $27.9K
|
11.5K
$701K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
431+ 4.67% |
$25K - $26.4K
|
9.67K
$589K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
430+ 0.35% |
$24.9K - $26.3K
|
124K
$7.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
413+ 2.19% |
$23.9K - $25.3K
|
19.2K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
393+ 1.52% |
$22.8K - $24.1K
|
26.3K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
368+ 9.58% |
$21.3K - $22.5K
|
4.21K
$256K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
358+ 2.97% |
$20.7K - $21.9K
|
12.4K
$755K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
356New |
$20.6K - $21.8K
|
356
$21.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
341+ 1.34% |
$19.7K - $20.9K
|
25.8K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
338+ 5.73% |
$19.6K - $20.7K
|
6.23K
$379K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
333+ 2.82% |
$19.3K - $20.4K
|
12.1K
$739K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
316+ 0.82% |
$18.3K - $19.4K
|
39.1K
$2.38M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
283+ 84.23% |
$16.4K - $17.3K
|
619
$37.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
282+ 2.26% |
$16.3K - $17.3K
|
12.8K
$778K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
276+ 0.43% |
$16K - $16.9K
|
64.3K
$3.92M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
269+ 3.07% |
$15.6K - $16.5K
|
9.03K
$550K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
263+ 2.38% |
$15.2K - $16.1K
|
11.3K
$688K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233New |
$13.5K - $14.3K
|
233
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
232+ 5.2% |
$13.4K - $14.2K
|
4.7K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
227+ 2.7% |
$13.1K - $13.9K
|
8.64K
$526K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
222New |
$12.9K - $13.6K
|
222
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
221New |
$12.8K - $13.5K
|
221
$13.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
211+ 4.47% |
$12.2K - $12.9K
|
4.94K
$300K
|