Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
28.1K+ 148.39% |
$1.36M - $1.67M
|
47.1K
$2.87M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
27.3KNew |
$1.32M - $1.63M
|
27.3K
$1.66M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
26.8K+ 4912.66% |
$1.29M - $1.59M
|
27.3K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 3.56% |
$1.28M - $1.58M
|
771K
$46.9M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
26.4K+ 84.66% |
$1.28M - $1.57M
|
57.7K
$3.51M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
26.1K+ 65.8% |
$1.26M - $1.55M
|
65.8K
$4M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 6.61% |
$1.25M - $1.54M
|
418K
$25.4M
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
22.5K+ 9.66% |
$1.09M - $1.34M
|
256K
$15.6M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
21.8KNew |
$1.05M - $1.3M
|
21.8K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.7K+ 9.11% |
$949K - $1.17M
|
235K
$14.3M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 1.22% |
$946K - $1.17M
|
1.62M
$98.8M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
19.5K+ 20.58% |
$940K - $1.16M
|
114K
$6.94M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
17.6KNew |
$849K - $1.05M
|
17.6K
$1.07M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17KNew |
$821K - $1.01M
|
17K
$1.03M
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
16.4K+ 14.99% |
$792K - $977K
|
126K
$7.65M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 73.68% |
$784K - $966K
|
38.2K
$2.33M
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
BUY
|
- |
15.7K+ 15.6% |
$757K - $934K
|
116K
$7.08M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
15.5K+ 6.2% |
$746K - $920K
|
265K
$16.1M
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
15.1K+ 57.27% |
$730K - $900K
|
41.5K
$2.52M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
14.9K+ 48.08% |
$718K - $886K
|
45.8K
$2.79M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.3K+ 58.05% |
$693K - $854K
|
39K
$2.38M
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
14K+ 17.94% |
$678K - $836K
|
92.3K
$5.62M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
13.8KNew |
$666K - $821K
|
13.8K
$840K
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.4K+ 74.15% |
$648K - $799K
|
31.5K
$1.92M
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
12.7K+ 42.41% |
$615K - $758K
|
42.7K
$2.6M
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12.5K+ 26.85% |
$606K - $747K
|
59.2K
$3.61M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
12.4K+ 14.89% |
$599K - $739K
|
95.7K
$5.83M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.6K+ 2.36% |
$561K - $692K
|
503K
$30.6M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$551K - $680K
|
11.4K
$694K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.8K+ 15.15% |
$521K - $642K
|
82K
$4.99M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.4K+ 14.07% |
$502K - $619K
|
84.2K
$5.13M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$497K - $613K
|
10.3K
$627K
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.1K+ 1.42% |
$488K - $602K
|
720K
$43.8M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10KNew |
$485K - $598K
|
10K
$611K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.84K+ 16.46% |
$475K - $586K
|
69.6K
$4.24M
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
9.81K+ 2.92% |
$474K - $584K
|
346K
$21.1M
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.6K+ 4.16% |
$464K - $572K
|
240K
$14.6M
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9.53K+ 14.27% |
$460K - $568K
|
76.4K
$4.65M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.12K+ 11.8% |
$440K - $543K
|
86.4K
$5.26M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
8.89K+ 23.93% |
$429K - $529K
|
46K
$2.8M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.57K+ 16.21% |
$414K - $510K
|
61.4K
$3.74M
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.2K+ 6.32% |
$396K - $489K
|
138K
$8.39M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.03KNew |
$388K - $478K
|
8.03K
$489K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.6K+ 2.88% |
$367K - $452K
|
272K
$16.5M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.13K+ 18.47% |
$344K - $425K
|
45.7K
$2.78M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.04KNew |
$340K - $419K
|
7.04K
$428K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.03K+ 16.37% |
$340K - $419K
|
50K
$3.04M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.82K+ 21.33% |
$329K - $406K
|
38.8K
$2.36M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.79KNew |
$328K - $404K
|
6.79K
$413K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.37K+ 1948.93% |
$308K - $380K
|
6.7K
$408K
|