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 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10+ 0.22% |
$722 - $791
|
4.6K
$280K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.35% |
$722 - $791
|
2.85K
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8+ 0.24% |
$578 - $633
|
3.4K
$207K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4+ 0.03% |
$289 - $316
|
15.3K
$929K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.12% |
$289 - $316
|
3.35K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$72.2 - $79.1
|
1
$60.9
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- -0.0% |
$72.2 - $79.1
|
36K
$2.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$361 - $395
|
2.5K
$152K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7- 0.01% |
$506 - $554
|
109K
$6.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9- 0.03% |
$650 - $712
|
32.3K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-9- 0.33% |
$650 - $712
|
2.72K
$165K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-12Closed |
$867 - $949
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-18- 42.86% |
$1.3K - $1.42K
|
24
$1.46K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-18Closed |
$1.3K - $1.42K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-23- 0.9% |
$1.66K - $1.82K
|
2.52K
$154K
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-27- 0.54% |
$1.95K - $2.14K
|
5K
$304K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-39- 0.04% |
$2.82K - $3.08K
|
101K
$6.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40Closed |
$2.89K - $3.16K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-53- 0.49% |
$3.83K - $4.19K
|
10.7K
$650K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-55- 1.29% |
$3.97K - $4.35K
|
4.22K
$257K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-55- 10.3% |
$3.97K - $4.35K
|
479
$29.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-57- 0.92% |
$4.12K - $4.51K
|
6.11K
$372K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-57- 1.59% |
$4.12K - $4.51K
|
3.52K
$214K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-61- 1.55% |
$4.41K - $4.82K
|
3.87K
$235K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-66- 1.55% |
$4.77K - $5.22K
|
4.18K
$254K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-69- 1.71% |
$4.98K - $5.46K
|
3.97K
$241K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-74- 1.23% |
$5.34K - $5.85K
|
5.93K
$361K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-78Closed |
$5.63K - $6.17K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-85- 3.0% |
$6.14K - $6.72K
|
2.75K
$168K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-87- 6.4% |
$6.28K - $6.88K
|
1.27K
$77.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-89- 0.45% |
$6.43K - $7.04K
|
19.7K
$1.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-90- 1.46% |
$6.5K - $7.12K
|
6.08K
$370K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-91- 0.46% |
$6.57K - $7.2K
|
19.6K
$1.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-96- 3.61% |
$6.93K - $7.59K
|
2.57K
$156K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-99- 3.54% |
$7.15K - $7.83K
|
2.69K
$164K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-102- 0.66% |
$7.37K - $8.07K
|
15.4K
$939K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-106- 0.35% |
$7.66K - $8.38K
|
30.3K
$1.84M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-110- 3.82% |
$7.94K - $8.7K
|
2.77K
$169K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-112- 34.67% |
$8.09K - $8.86K
|
211
$12.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-114- 26.95% |
$8.23K - $9.02K
|
309
$18.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-118- 63.78% |
$8.52K - $9.33K
|
67
$4.08K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-118- 2.19% |
$8.52K - $9.33K
|
5.27K
$321K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-123- 0.92% |
$8.88K - $9.73K
|
13.3K
$807K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-134- 2.33% |
$9.68K - $10.6K
|
5.63K
$343K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-139- 2.16% |
$10K - $11K
|
6.29K
$383K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-144- 0.5% |
$10.4K - $11.4K
|
28.5K
$1.74M
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-146- 0.36% |
$10.5K - $11.5K
|
40.7K
$2.48M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 3.18% |
$10.7K - $11.7K
|
4.51K
$275K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-148- 0.36% |
$10.7K - $11.7K
|
41.2K
$2.51M
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-154- 1.92% |
$11.1K - $12.2K
|
7.87K
$479K
|