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 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.17K+ 19.8% |
$157K - $172K
|
13.1K
$799K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.16K+ 38.03% |
$156K - $171K
|
7.85K
$478K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.07KNew |
$149K - $163K
|
2.07K
$126K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.04K+ 6.24% |
$147K - $161K
|
34.7K
$2.11M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.03K+ 1.39% |
$147K - $161K
|
148K
$9.03M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.02K+ 5.72% |
$146K - $159K
|
37.2K
$2.27M
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.99K+ 64.08% |
$144K - $157K
|
5.09K
$310K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.99K+ 3.68% |
$144K - $157K
|
56K
$3.41M
|
|
Nov 09, 2021
Q3 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.94K+ 4.92% |
$140K - $153K
|
41.3K
$2.51M
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 50.76% |
$138K - $151K
|
5.66K
$345K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$127K - $139K
|
1.76K
$107K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.73K+ 1.82% |
$125K - $137K
|
96.7K
$5.88M
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.72KNew |
$124K - $136K
|
1.72K
$105K
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.7K+ 14.8% |
$122K - $134K
|
13.2K
$801K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.69K+ 59.9% |
$122K - $134K
|
4.52K
$275K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.68K+ 4.62% |
$121K - $133K
|
37.9K
$2.31M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
1.67K+ 5.21% |
$121K - $132K
|
33.8K
$2.06M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.58K+ 0.25% |
$114K - $125K
|
641K
$39M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.53K+ 88.02% |
$110K - $121K
|
3.26K
$199K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.47K+ 0.52% |
$106K - $117K
|
283K
$17.2M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.47K+ 14.23% |
$106K - $116K
|
11.8K
$719K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.43K+ 4.58% |
$103K - $113K
|
32.8K
$1.99M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.4K+ 3.88% |
$101K - $110K
|
37.4K
$2.27M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.32K+ 613.49% |
$95.3K - $104K
|
1.53K
$93.4K
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.31K+ 0.93% |
$94.3K - $103K
|
142K
$8.62M
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 2.17% |
$92.4K - $101K
|
60.2K
$3.66M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.26K+ 36.31% |
$91.1K - $99.7K
|
4.73K
$288K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 4.08% |
$89.3K - $97.7K
|
31.5K
$1.92M
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
1.21K+ 0.45% |
$87.4K - $95.7K
|
267K
$16.3M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21K+ 3.77% |
$87.2K - $95.4K
|
33.2K
$2.02M
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.18K+ 8.38% |
$85.2K - $93.3K
|
15.3K
$929K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.18K+ 18.05% |
$85K - $93.1K
|
7.7K
$469K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.15K+ 9.81% |
$82.8K - $90.6K
|
12.8K
$781K
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.13K+ 13.74% |
$81.4K - $89.1K
|
9.33K
$568K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.09KNew |
$78.8K - $86.3K
|
1.09K
$66.4K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.08K+ 5.97% |
$78K - $85.4K
|
19.2K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.07K+ 2.05% |
$77.3K - $84.7K
|
53.4K
$3.25M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.03K+ 2.0% |
$74.3K - $81.4K
|
52.4K
$3.19M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 2.17% |
$74K - $81.1K
|
48.3K
$2.94M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
997+ 772.87% |
$72K - $78.8K
|
1.13K
$68.5K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
988+ 36.32% |
$71.4K - $78.1K
|
3.71K
$226K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
948New |
$68.5K - $75K
|
948
$57.7K
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
929+ 0.98% |
$67.1K - $73.5K
|
95.6K
$5.82M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
919+ 2.97% |
$66.4K - $72.7K
|
31.9K
$1.94M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
905+ 4.79% |
$65.4K - $71.6K
|
19.8K
$1.2M
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
892+ 6.2% |
$64.4K - $70.5K
|
15.3K
$931K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
779+ 8.73% |
$56.3K - $61.6K
|
9.7K
$590K
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
773+ 23.15% |
$55.8K - $61.1K
|
4.11K
$250K
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
742+ 10.78% |
$53.6K - $58.7K
|
7.63K
$464K
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
723+ 9.36% |
$52.2K - $57.2K
|
8.45K
$514K
|