Purchases and Sales Made in Q2 2024 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

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
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
9.36K
+ 0.34%
$566K - $606K
2.77M $169M
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
9.25K
+ 15.76%
$559K - $599K
67.9K $4.13M
Jul 30, 2024 Q2 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
9.22K
+ 14.67%
$557K - $597K
72K $4.39M
Jul 11, 2024 Q2 2024
Lwmg, LLC

Lake Elmo, MN
BUY
 -
8.9K
+ 12.78%
$538K - $577K
78.5K $4.78M
Jul 12, 2024 Q2 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
8.86K
+ 10.08%
$535K - $574K
96.7K $5.89M
Aug 14, 2024 Q2 2024
Barclays PLC

London, X0
BUY
 -
8.51K
+ 6.47%
$515K - $552K
140K $8.53M
Jul 19, 2024 Q2 2024
Brand Asset Management Group, Inc.

BUY
 -
8.4K
+ 2.82%
$508K - $545K
306K $18.6M
Aug 07, 2024 Q2 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
8.4K
New
$508K - $544K
8.4K $511K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
7.16K
+ 33.34%
$433K - $464K
28.6K $1.74M
Aug 08, 2024 Q2 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
6.71K
+ 19.56%
$406K - $435K
41K $2.5M
Jul 25, 2024 Q2 2024
Signature Estate & Investment Advisors LLC

BUY
 -
6.58K
New
$398K - $426K
6.58K $400K
Jul 12, 2024 Q2 2024
Omega Financial Group, LLC

BUY
 -
6.57K
+ 5.96%
$397K - $426K
117K $7.11M
Aug 14, 2024 Q2 2024
Kovitz Investment Group Partners, LLC

BUY
 -
6.49K
New
$392K - $420K
6.49K $395K
Jul 23, 2024 Q2 2024
Mb Generational Wealth, LLC

Spokane, WA
BUY
 -
6K
+ 53.3%
$363K - $389K
17.3K $1.05M
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
5.86K
New
$354K - $380K
5.86K $356K
Aug 13, 2024 Q2 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
5.62K
New
$340K - $364K
5.62K $342K
Aug 14, 2024 Q2 2024
Y Intercept (Hong Kong) LTD

BUY
 -
5.44K
New
$329K - $353K
5.44K $331K
Aug 02, 2024 Q2 2024
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
5.25K
+ 29.72%
$317K - $340K
22.9K $1.39M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
5.15K
+ 25.87%
$311K - $334K
25.1K $1.53M
Jul 22, 2024 Q2 2024
Rtd Financial Advisors, Inc.

BUY
 -
5.13K
+ 3.48%
$310K - $333K
152K $9.27M
Jul 26, 2024 Q2 2024
Guidance Point Advisors, LLC

BUY
 -
5.09K
+ 16.72%
$308K - $330K
35.5K $2.16M
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
5.02K
New
$303K - $325K
5.02K $305K
Jul 25, 2024 Q2 2024
My Personal Cfo, LLC

BUY
 -
4.95K
+ 7.78%
$299K - $321K
68.5K $4.17M
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
4.86K
+ 1.61%
$294K - $315K
307K $18.7M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
4.72K
+ 1.88%
$285K - $306K
255K $15.5M
Jul 30, 2024 Q2 2024
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
4.65K
+ 5.61%
$281K - $301K
87.5K $5.33M
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
4.61K
+ 7.86%
$279K - $299K
63.3K $3.85M
Aug 14, 2024 Q2 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
4.6K
New
$278K - $298K
4.6K $280K
Aug 14, 2024 Q2 2024
Community Bank, N.A.

BUY
 -
4.58K
New
$277K - $297K
4.58K $279K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
4.57K
+ 42.85%
$276K - $296K
15.2K $927K
Aug 01, 2024 Q2 2024
Dorval Corp

Maple Grove, MN
BUY
 -
4.3K
+ 4.08%
$260K - $279K
110K $6.67M
Aug 14, 2024 Q2 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.28K
New
$259K - $277K
4.28K $261K
Aug 02, 2024 Q2 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
4.21K
+ 8.76%
$255K - $273K
52.3K $3.18M
Aug 09, 2024 Q2 2024
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
4.13K
New
$249K - $267K
4.13K $251K
Aug 14, 2024 Q2 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
3.9K
New
$236K - $253K
3.9K $238K
Jul 22, 2024 Q2 2024
Ifg Advisors, LLC

BUY
 -
3.84K
+ 6.29%
$232K - $249K
64.9K $3.95M
Jul 31, 2024 Q2 2024
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
3.71K
+ 2.9%
$224K - $240K
131K $8M
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
3.7K
+ 10.73%
$224K - $240K
38.2K $2.33M
Aug 14, 2024 Q2 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
3.69K
New
$223K - $239K
3.69K $225K
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
3.53K
+ 22.32%
$214K - $229K
19.4K $1.18M
Jul 31, 2024 Q2 2024
Fairhaven Wealth Management, LLC

BUY
 -
3.52K
+ 2.87%
$213K - $228K
126K $7.66M
Aug 14, 2024 Q2 2024
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
3.46K
New
$209K - $224K
3.46K $211K
Jul 29, 2024 Q2 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
3.36K
+ 12.18%
$203K - $218K
30.9K $1.88M
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
3.34K
+ 17.87%
$202K - $216K
22K $1.34M
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
3.25K
+ 5.72%
$196K - $211K
60.1K $3.66M
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
2.82K
+ 2.98%
$170K - $183K
97.3K $5.92M
Aug 01, 2024 Q2 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
2.78K
+ 11.25%
$168K - $180K
27.5K $1.67M
Aug 14, 2024 Q2 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
2.77K
+ 32.57%
$168K - $180K
11.3K $687K
Aug 13, 2024 Q2 2024
Sei Investments CO

Oaks, PA
BUY
 -
2.76K
+ 5.2%
$167K - $179K
55.9K $3.41M

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