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 01, 2021
Q3 2021
|
Hartford Investment Management CO
|
SELL
|
- |
-750- 0.65% |
$54.2K - $59.3K
|
115K
$7.02M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-787- 61.68% |
$56.8K - $62.2K
|
489
$29.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-828Closed |
$59.8K - $65.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-833- 5.04% |
$60.2K - $65.9K
|
15.7K
$956K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-900- 4.15% |
$65K - $71.2K
|
20.8K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-920- 29.47% |
$66.4K - $72.8K
|
2.2K
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-962- 11.2% |
$69.5K - $76.1K
|
7.63K
$464K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-983- 1.02% |
$71K - $77.7K
|
95.4K
$5.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1K- 14.29% |
$72.2K - $79.1K
|
6K
$365K
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.02K- 5.09% |
$73.3K - $80.3K
|
18.9K
$1.15M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.02K- 1.43% |
$73.7K - $80.7K
|
70.5K
$4.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.02K- 2.59% |
$74K - $81K
|
38.5K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.08K- 13.57% |
$78.1K - $85.6K
|
6.89K
$419K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.18K- 29.79% |
$85.1K - $93.2K
|
2.78K
$169K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 20.93% |
$90.9K - $99.6K
|
4.76K
$289K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 16.6% |
$91.4K - $100K
|
6.36K
$387K
|
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-1.35K- 12.49% |
$97.8K - $107K
|
9.49K
$577K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.37K- 2.32% |
$99.2K - $109K
|
57.8K
$3.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.38K- 13.92% |
$99.7K - $109K
|
8.54K
$520K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.43K- 4.71% |
$103K - $113K
|
29K
$1.77M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.57K- 31.09% |
$113K - $124K
|
3.47K
$211K
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.68K- 7.1% |
$121K - $133K
|
22K
$1.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.81K- 29.82% |
$131K - $143K
|
4.26K
$259K
|
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.84K- 13.21% |
$133K - $145K
|
12.1K
$734K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-1.88K- 16.9% |
$136K - $149K
|
9.26K
$564K
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.89K- 98.64% |
$137K - $150K
|
26
$1.58K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.9K- 36.33% |
$137K - $150K
|
3.32K
$202K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 1.25% |
$146K - $160K
|
159K
$9.68M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-2.03KClosed |
$147K - $160K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.09K- 7.1% |
$151K - $165K
|
27.4K
$1.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.09K- 1.86% |
$151K - $166K
|
110K
$6.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.15K- 26.68% |
$155K - $170K
|
5.9K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.17K- 1.22% |
$156K - $171K
|
176K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.18K- 5.31% |
$158K - $172K
|
38.9K
$2.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.33K- 33.83% |
$168K - $184K
|
4.56K
$278K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.51K- 5.74% |
$181K - $199K
|
41.3K
$2.51M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-2.64K- 14.38% |
$191K - $209K
|
15.7K
$956K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.71KClosed |
$196K - $214K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.75KClosed |
$199K - $217K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.76K- 1.95% |
$199K - $218K
|
139K
$8.43M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-2.88KClosed |
$208K - $228K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.91K- 11.79% |
$210K - $230K
|
21.8K
$1.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.92KClosed |
$211K - $231K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$212K - $233K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.94K- 6.66% |
$212K - $233K
|
41.2K
$2.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.01K- 7.55% |
$217K - $238K
|
36.8K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-3.03K- 3.21% |
$219K - $240K
|
91.2K
$5.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.08K- 1.51% |
$222K - $243K
|
201K
$12.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
SELL
|
- |
-3.11K- 21.09% |
$225K - $246K
|
11.6K
$708K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.13K- 3.86% |
$226K - $247K
|
78K
$4.74M
|