Purchases and Sales Made in Q3 2021 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 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
Jan 25, 2022 Q3 2021
Fulcrum Equity Management

BUY
 -
5.03K
New
$363K - $398K
5.03K $306K
Oct 26, 2021 Q3 2021
Flputnam Investment Management CO

Portland, ME
BUY
 -
5.02K
+ 12.26%
$363K - $397K
46K $2.8M
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
5K
+ 4.15%
$361K - $395K
126K $7.64M
Oct 26, 2021 Q3 2021
Ifg Advisors, LLC

BUY
 -
5K
+ 36.74%
$361K - $395K
18.6K $1.13M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.98K
+ 4.43%
$360K - $394K
117K $7.14M
Oct 18, 2021 Q3 2021
Bank Of Stockton

BUY
 -
4.96K
+ 4.03%
$359K - $393K
128K $7.81M
Nov 09, 2021 Q3 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
4.88K
+ 7.55%
$352K - $386K
69.5K $4.23M
Nov 15, 2021 Q3 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
4.44K
+ 2.29%
$320K - $351K
198K $12M
Nov 12, 2021 Q3 2021
Credit Suisse Ag

Zurich, V8
BUY
 -
4.37K
+ 101.6%
$316K - $346K
8.67K $528K
Nov 05, 2021 Q3 2021
Mission Wealth Management, LP

BUY
 -
4.36K
+ 1.9%
$315K - $345K
234K $14.2M
Oct 12, 2021 Q3 2021
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
4.3K
New
$310K - $340K
4.3K $262K
Nov 05, 2021 Q3 2021
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
4.21K
+ 6.94%
$304K - $333K
65K $3.95M
Nov 04, 2021 Q3 2021
Cookson Peirce & CO Inc

BUY
 -
4.13K
New
$298K - $327K
4.13K $251K
Oct 28, 2021 Q3 2021
M&T Bank Corp

BUY
 -
4.04K
+ 3.24%
$292K - $319K
129K $7.83M
Nov 15, 2021 Q3 2021
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
4.01K
+ 2.21%
$289K - $317K
186K $11.3M
Nov 12, 2021 Q3 2021
Eagle Bay Advisors LLC

New York, NY
BUY
 -
3.99K
+ 24.69%
$288K - $316K
20.2K $1.23M
Nov 15, 2021 Q3 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
3.65K
New
$264K - $289K
3.65K $222K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
3.62K
+ 5.43%
$261K - $286K
70.3K $4.28M
Nov 12, 2021 Q3 2021
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
3.61K
+ 3.18%
$261K - $286K
117K $7.15M
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
3.57K
+ 3.31%
$258K - $282K
111K $6.77M
Oct 28, 2021 Q3 2021
Compass Ion Advisors, LLC

BUY
 -
3.5K
New
$253K - $277K
3.5K $213K
Nov 15, 2021 Q3 2021
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
3.44K
+ 2.55%
$248K - $272K
138K $8.4M
Nov 05, 2021 Q3 2021
New York Life Investment Management LLC

New York, NY
BUY
 -
3.39K
+ 4.87%
$245K - $268K
73K $4.45M
Oct 27, 2021 Q3 2021
Forte Capital LLC

BUY
 -
3.3K
+ 61.11%
$238K - $261K
8.7K $530K
Oct 19, 2021 Q3 2021
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
3.23K
+ 5.12%
$233K - $255K
66.3K $4.03M
Oct 27, 2021 Q3 2021
Trellis Advisors, LLC

BUY
 -
3.15K
+ 2.77%
$227K - $249K
117K $7.1M
Oct 26, 2021 Q3 2021
Legacy Financial Advisors, Inc.

BUY
 -
3.14K
New
$226K - $248K
3.14K $191K
Nov 15, 2021 Q3 2021
Acorn Financial Advisory Services Inc

BUY
 -
3.08K
+ 6.22%
$223K - $244K
52.6K $3.2M
Nov 15, 2021 Q3 2021
Alamar Capital Management, LLC

BUY
 -
2.97K
New
$215K - $235K
2.97K $181K
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
2.88K
+ 9.27%
$208K - $228K
33.9K $2.07M
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
2.87K
New
$207K - $227K
2.87K $175K
Nov 12, 2021 Q3 2021
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2.85K
New
$206K - $225K
2.85K $173K
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
2.78K
New
$201K - $220K
2.78K $169K
Oct 19, 2021 Q3 2021
Alhambra Investment Partners LLC

BUY
 -
2.77K
+ 15.48%
$200K - $219K
20.7K $1.26M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.75K
+ 0.84%
$198K - $217K
329K $20M
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.73K
+ 32.73%
$197K - $215K
11.1K $673K
Nov 12, 2021 Q3 2021
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
2.72K
New
$196K - $215K
2.72K $166K
Oct 25, 2021 Q3 2021
Atlas Private Wealth Management

BUY
 -
2.7K
+ 26.09%
$195K - $213K
13K $794K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.64K
+ 1.84%
$190K - $208K
146K $8.89M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.63K
+ 380.99%
$190K - $208K
3.31K $202K
Oct 27, 2021 Q3 2021
Aspiriant, LLC

BUY
 -
2.61K
+ 4.05%
$189K - $207K
67.1K $4.09M
May 26, 2023 Q3 2021
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
2.6K
+ 3.26%
$187K - $205K
82.3K $5.01M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.57K
+ 0.59%
$186K - $203K
442K $26.9M
Oct 14, 2021 Q3 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
2.43K
+ 6.08%
$175K - $192K
42.4K $2.58M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
2.42K
+ 8.6%
$175K - $192K
30.6K $1.86M
Oct 20, 2021 Q3 2021
Guidance Point Advisors, LLC

BUY
 -
2.3K
+ 3.83%
$166K - $181K
62.1K $3.78M
Oct 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
2.27K
+ 15.28%
$164K - $179K
17.1K $1.04M
Mar 14, 2023 Q3 2021
Private Portfolio Partners LLC

BUY
 -
2.17K
+ 2.57%
$157K - $172K
86.7K $5.28M
Nov 04, 2021 Q3 2021
Private Portfolio Partners LLC

BUY
 -
2.17K
+ 2.57%
$157K - $172K
86.7K $5.28M

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