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
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
701+ 3.7% |
$50.6K - $55.4K
|
19.7K
$1.2M
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
646+ 2.43% |
$46.7K - $51.1K
|
27.3K
$1.66M
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
635+ 1.48% |
$45.9K - $50.2K
|
43.6K
$2.65M
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
626+ 17.85% |
$45.2K - $49.5K
|
4.13K
$252K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
617+ 4.2% |
$44.6K - $48.8K
|
15.3K
$932K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
608+ 8.24% |
$43.9K - $48.1K
|
7.99K
$486K
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
599+ 7.27% |
$43.3K - $47.4K
|
8.84K
$538K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
576+ 18.68% |
$41.6K - $45.6K
|
3.66K
$223K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
569+ 9.1% |
$41.1K - $45K
|
6.82K
$415K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
556New |
$40.2K - $44K
|
556
$33.8K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
550+ 22.12% |
$39.7K - $43.5K
|
3.04K
$185K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
538+ 6.32% |
$38.9K - $42.5K
|
9.05K
$551K
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
532+ 0.21% |
$38.4K - $42.1K
|
253K
$15.4M
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
518+ 8.5% |
$37.4K - $41K
|
6.61K
$402K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
508+ 4.65% |
$36.7K - $40.2K
|
11.4K
$696K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
495+ 0.74% |
$35.7K - $39.1K
|
67.8K
$4.13M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
492+ 2.13% |
$35.5K - $38.9K
|
23.6K
$1.44M
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
488+ 2.33% |
$35.2K - $38.6K
|
21.4K
$1.3M
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
483+ 0.72% |
$34.9K - $38.2K
|
67.5K
$4.11M
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
480+ 48.0% |
$34.7K - $38K
|
1.48K
$90.1K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
469+ 0.37% |
$33.9K - $37.1K
|
126K
$7.7M
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
464+ 9.13% |
$33.5K - $36.7K
|
5.55K
$338K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
461New |
$33.3K - $36.5K
|
461
$28.1K
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
457+ 1269.44% |
$33K - $36.1K
|
493
$30K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
428+ 4.97% |
$30.9K - $33.8K
|
9.03K
$550K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
411+ 8.07% |
$29.7K - $32.5K
|
5.5K
$335K
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
406+ 0.11% |
$29.3K - $32.1K
|
357K
$21.7M
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
399+ 1.55% |
$28.8K - $31.6K
|
26.2K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
394+ 4.14% |
$28.5K - $31.2K
|
9.91K
$603K
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
378+ 5.78% |
$27.3K - $29.9K
|
6.92K
$421K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
377+ 193.33% |
$27.2K - $29.8K
|
572
$34.8K
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
375+ 13.75% |
$27.1K - $29.7K
|
3.1K
$189K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
375+ 8.42% |
$27.1K - $29.7K
|
4.83K
$294K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
373New |
$26.9K - $29.5K
|
373
$22.7K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
357+ 0.25% |
$25.8K - $28.2K
|
144K
$8.75M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
352+ 7.07% |
$25.4K - $27.8K
|
5.33K
$325K
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
337+ 0.83% |
$24.3K - $26.6K
|
41K
$2.5M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
311New |
$22.5K - $24.6K
|
311
$18.9K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
309+ 4.11% |
$22.3K - $24.4K
|
7.83K
$476K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
308+ 10.05% |
$22.2K - $24.4K
|
3.37K
$205K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
281+ 8.67% |
$20.3K - $22.2K
|
3.52K
$214K
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
275+ 5.36% |
$19.9K - $21.7K
|
5.4K
$329K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
270+ 1.21% |
$19.5K - $21.4K
|
22.5K
$1.37M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
270+ 10.44% |
$19.5K - $21.4K
|
2.86K
$174K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
266+ 3.49% |
$19.2K - $21K
|
7.89K
$480K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
254+ 1.98% |
$18.3K - $20.1K
|
13.1K
$797K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250+ 4.25% |
$18.1K - $19.8K
|
6.13K
$373K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
240+ 7.68% |
$17.3K - $19K
|
3.37K
$205K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
240+ 7.68% |
$17.3K - $19K
|
3.37K
$205K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
235+ 5.4% |
$17K - $18.6K
|
4.59K
$279K
|