Purchases and Sales Made in Q2 2024 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 2024. 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 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.47K- 42.27% |
$331K - $354K
|
7.47K
$454K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.51K- 0.61% |
$333K - $357K
|
891K
$54.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5.6K- 13.08% |
$338K - $363K
|
37.2K
$2.26M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-6.07K- 42.18% |
$367K - $393K
|
8.32K
$506K
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.23K- 7.76% |
$377K - $404K
|
74K
$4.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.35K- 4.26% |
$384K - $412K
|
143K
$8.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.59K- 16.47% |
$398K - $427K
|
33.4K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.76K- 63.85% |
$409K - $438K
|
3.83K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.86K- 16.52% |
$415K - $445K
|
34.7K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-6.99K- 15.07% |
$422K - $453K
|
39.4K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.21K- 7.61% |
$436K - $467K
|
87.5K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.49K- 4.8% |
$453K - $486K
|
149K
$9.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.77K- 7.54% |
$470K - $503K
|
95.2K
$5.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.79K- 16.42% |
$471K - $505K
|
39.7K
$2.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.92K- 1.3% |
$479K - $513K
|
603K
$36.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8.22K- 18.32% |
$497K - $533K
|
36.6K
$2.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8.69K- 14.89% |
$525K - $563K
|
49.6K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.77K- 14.27% |
$530K - $568K
|
52.7K
$3.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-9.13K- 6.28% |
$552K - $592K
|
136K
$8.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10.1K- 3.34% |
$609K - $653K
|
292K
$17.7M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 2.56% |
$629K - $675K
|
396K
$24.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-10.5K- 10.46% |
$638K - $683K
|
90.3K
$5.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 13.33% |
$639K - $684K
|
68.6K
$4.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-10.6K- 25.35% |
$643K - $689K
|
31.3K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-10.9K- 73.29% |
$659K - $706K
|
3.97K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11.1K- 5.82% |
$674K - $723K
|
181K
$11M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12.4K- 81.41% |
$751K - $805K
|
2.84K
$173K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-12.5K- 5.74% |
$758K - $813K
|
206K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.9K- 32.49% |
$838K - $898K
|
28.8K
$1.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-13.9K- 96.52% |
$840K - $900K
|
500
$30.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15K- 6.4% |
$906K - $972K
|
219K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.2K- 68.52% |
$920K - $986K
|
6.99K
$425K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-16.1K- 76.79% |
$973K - $1.04M
|
4.86K
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-16.2K- 70.92% |
$980K - $1.05M
|
6.65K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.5K- 13.32% |
$996K - $1.07M
|
107K
$6.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-18.3K- 19.41% |
$1.11M - $1.18M
|
75.9K
$4.62M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.5K- 9.45% |
$1.12M - $1.2M
|
177K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-18.8K- 32.12% |
$1.14M - $1.22M
|
39.8K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.5K- 1.86% |
$1.18M - $1.26M
|
1.03M
$62.4M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-19.7K- 78.65% |
$1.19M - $1.28M
|
5.35K
$326K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-22K- 4.54% |
$1.33M - $1.42M
|
462K
$28.1M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-29.4K- 4.43% |
$1.78M - $1.9M
|
634K
$38.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-32K- 4.38% |
$1.94M - $2.08M
|
700K
$42.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-36.1K- 22.75% |
$2.18M - $2.34M
|
123K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-36.7K- 53.22% |
$2.22M - $2.38M
|
32.3K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-42.1K- 11.71% |
$2.54M - $2.73M
|
317K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-45.1K- 29.43% |
$2.73M - $2.92M
|
108K
$6.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.9K- 16.65% |
$2.84M - $3.04M
|
235K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-51.4K- 15.0% |
$3.11M - $3.33M
|
291K
$17.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-52K- 29.86% |
$3.14M - $3.37M
|
122K
$7.43M
|