Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23.1K+ 9.13% |
$1.67M - $1.82M
|
276K
$16.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 86.3% |
$1.65M - $1.81M
|
49.5K
$3.01M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.3K+ 16.14% |
$1.61M - $1.77M
|
161K
$9.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20.7K+ 74.41% |
$1.5M - $1.64M
|
48.6K
$2.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19.8KNew |
$1.43M - $1.57M
|
19.8K
$1.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
18.6K+ 63.47% |
$1.35M - $1.47M
|
48K
$2.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.9K+ 9.68% |
$1.3M - $1.42M
|
203K
$12.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.5K+ 43.72% |
$1.26M - $1.38M
|
57.5K
$3.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
17.3K+ 9.59% |
$1.25M - $1.37M
|
198K
$12M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17K+ 6.08% |
$1.23M - $1.34M
|
297K
$18.1M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
16.7K+ 49.96% |
$1.21M - $1.32M
|
50.2K
$3.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 211.14% |
$1.21M - $1.32M
|
24.6K
$1.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5K+ 159.96% |
$1.19M - $1.31M
|
26.8K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.3K+ 8.35% |
$1.18M - $1.29M
|
211K
$12.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
14K+ 13.19% |
$1.01M - $1.11M
|
120K
$7.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.1K+ 2.07% |
$944K - $1.03M
|
644K
$39.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
12.9K+ 4.97% |
$930K - $1.02M
|
272K
$16.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.9KNew |
$929K - $1.02M
|
12.9K
$783K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.5KNew |
$906K - $992K
|
12.5K
$763K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 6.12% |
$861K - $943K
|
207K
$12.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
11.3K+ 22.58% |
$817K - $895K
|
61.4K
$3.74M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11KNew |
$795K - $871K
|
11K
$670K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
9.81K+ 24.72% |
$709K - $776K
|
49.5K
$3.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.34K+ 7.57% |
$674K - $738K
|
133K
$8.08M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
8.86K+ 417.48% |
$640K - $701K
|
11K
$669K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.85K+ 4.33% |
$639K - $700K
|
213K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.6K+ 17.42% |
$621K - $680K
|
58K
$3.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.57K+ 57.95% |
$619K - $678K
|
23.4K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.5KNew |
$614K - $672K
|
8.5K
$517K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
8.45K+ 31.38% |
$610K - $668K
|
35.4K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.14K+ 1.22% |
$588K - $644K
|
675K
$41.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
8.09K+ 15.98% |
$584K - $639K
|
58.7K
$3.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.77K+ 16.6% |
$561K - $614K
|
54.6K
$3.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.58KNew |
$547K - $599K
|
7.58K
$461K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.21K+ 0.88% |
$521K - $570K
|
827K
$50.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.08K+ 35.17% |
$511K - $560K
|
27.2K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.05K+ 3.85% |
$509K - $557K
|
190K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.18KNew |
$446K - $488K
|
6.18K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.03KNew |
$435K - $476K
|
6.03K
$367K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
5.98K+ 3.65% |
$432K - $473K
|
170K
$10.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5.96K+ 10.5% |
$431K - $471K
|
62.7K
$3.82M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.86K+ 13.82% |
$423K - $463K
|
48.3K
$2.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.83KNew |
$421K - $461K
|
5.83K
$355K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.67K+ 41.57% |
$409K - $448K
|
19.3K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
5.41K+ 95.98% |
$391K - $428K
|
11.1K
$673K
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.28K+ 22.96% |
$381K - $417K
|
28.3K
$1.72M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
5.23KNew |
$378K - $414K
|
5.23K
$318K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.1K+ 1.35% |
$368K - $403K
|
382K
$23.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
5.06K+ 4.31% |
$366K - $400K
|
123K
$7.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
5.05K+ 17.39% |
$365K - $400K
|
34.1K
$2.08M
|