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
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
235New |
$17K - $18.6K
|
235
$14.3K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
222+ 0.53% |
$16K - $17.6K
|
42.3K
$2.58M
|
|
Nov 10, 2021
Q3 2021
|
Pictet Bank & Trust LTD
|
BUY
|
- |
220+ 0.92% |
$15.9K - $17.4K
|
24K
$1.46M
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
215+ 3.99% |
$15.5K - $17K
|
5.6K
$341K
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
214+ 3.47% |
$15.5K - $16.9K
|
6.37K
$388K
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
206+ 1.32% |
$14.9K - $16.3K
|
15.9K
$965K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
192+ 2.61% |
$13.9K - $15.2K
|
7.55K
$459K
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
190+ 23.69% |
$13.7K - $15K
|
992
$60.4K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
189+ 0.91% |
$13.6K - $14.9K
|
20.9K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
184+ 99.46% |
$13.3K - $14.6K
|
369
$22.5K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
172+ 5.87% |
$12.4K - $13.6K
|
3.1K
$189K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
171+ 0.2% |
$12.3K - $13.5K
|
87.3K
$5.32M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
170+ 0.54% |
$12.3K - $13.4K
|
31.5K
$1.92M
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
169+ 152.25% |
$12.2K - $13.4K
|
280
$17K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
167New |
$12.1K - $13.2K
|
167
$10.2K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
167+ 5.47% |
$12.1K - $13.2K
|
3.22K
$196K
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
165+ 0.62% |
$11.9K - $13K
|
27K
$1.64M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
143+ 9.91% |
$10.3K - $11.3K
|
1.59K
$96.5K
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
122+ 0.71% |
$8.81K - $9.65K
|
17.2K
$1.05M
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
109New |
$7.87K - $8.62K
|
109
$6.63K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
101+ 206.12% |
$7.29K - $7.99K
|
150
$9.13K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$7.22K - $7.91K
|
100
$6.09K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
100+ 1.57% |
$7.22K - $7.91K
|
6.49K
$395K
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90+ 0.21% |
$6.5K - $7.12K
|
42.2K
$2.57M
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
80+ 1.9% |
$5.78K - $6.33K
|
4.3K
$262K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
69+ 0.18% |
$4.98K - $5.46K
|
38.4K
$2.34M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
67+ 0.22% |
$4.84K - $5.3K
|
30.3K
$1.85M
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
65New |
$4.69K - $5.14K
|
65
$3.96K
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
65New |
$4.69K - $5.14K
|
65
$3.96K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
64+ 0.99% |
$4.62K - $5.06K
|
6.51K
$396K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
64+ 0.02% |
$4.62K - $5.06K
|
323K
$19.7M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
56+ 25.23% |
$4.04K - $4.43K
|
278
$16.9K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
52+ 0.84% |
$3.76K - $4.11K
|
6.23K
$379K
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
51+ 0.63% |
$3.68K - $4.03K
|
8.11K
$494K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
43+ 0.47% |
$3.11K - $3.4K
|
9.25K
$563K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
43New |
$3.11K - $3.4K
|
43
$2.62K
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
41+ 1.23% |
$2.96K - $3.24K
|
3.38K
$206K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
38+ 3.76% |
$2.74K - $3.01K
|
1.05K
$63.9K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
38New |
$2.74K - $3.01K
|
38
$2.31K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37New |
$2.67K - $2.93K
|
37
$2.25K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33New |
$2.38K - $2.61K
|
33
$2.01K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
22New |
$1.59K - $1.74K
|
22
$1.34K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21+ 2.66% |
$1.52K - $1.66K
|
811
$49.4K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$1.44K - $1.58K
|
20
$1.22K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19New |
$1.37K - $1.5K
|
19
$1.16K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17+ 5.31% |
$1.23K - $1.34K
|
337
$20.5K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
17+ 31.48% |
$1.23K - $1.34K
|
71
$4.32K
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
14+ 0.02% |
$1.01K - $1.11K
|
67.8K
$4.13M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12New |
$867 - $949
|
12
$730
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 23.81% |
$722 - $791
|
52
$3.17K
|