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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
922+ 3.41% |
$44.5K - $54.9K
|
28K
$1.7M
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
920+ 14.53% |
$44.4K - $54.8K
|
7.25K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
910+ 0.67% |
$44K - $54.2K
|
138K
$8.38M
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
906+ 7.38% |
$43.8K - $54K
|
13.2K
$802K
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
883+ 1.78% |
$42.6K - $52.6K
|
50.6K
$3.08M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
880+ 2.06% |
$42.5K - $52.4K
|
43.5K
$2.65M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
847+ 1.98% |
$40.9K - $50.4K
|
43.6K
$2.65M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
813+ 4.42% |
$39.3K - $48.4K
|
19.2K
$1.17M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
812+ 10.7% |
$39.2K - $48.4K
|
8.4K
$511K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
812+ 8.6% |
$39.2K - $48.4K
|
10.3K
$624K
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
773+ 37.31% |
$37.3K - $46K
|
2.85K
$173K
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
772+ 2.44% |
$37.3K - $46K
|
32.4K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
700+ 16.28% |
$33.8K - $41.7K
|
5K
$304K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
698+ 8.2% |
$33.7K - $41.6K
|
9.22K
$561K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
697+ 2.73% |
$33.7K - $41.5K
|
26.3K
$1.6M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
676+ 14.56% |
$32.7K - $40.3K
|
5.32K
$324K
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
638+ 1.14% |
$30.8K - $38K
|
56.6K
$3.45M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
627+ 0.09% |
$30.3K - $37.3K
|
719K
$43.8M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
552+ 8.46% |
$26.7K - $32.9K
|
7.08K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
546New |
$26.4K - $32.5K
|
546
$33.2K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
528+ 3.44% |
$25.5K - $31.4K
|
15.9K
$967K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
514+ 4672.73% |
$24.8K - $30.6K
|
525
$32K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
486New |
$23.5K - $28.9K
|
486
$29.6K
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
480+ 11.54% |
$23.2K - $28.6K
|
4.64K
$282K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
467+ 10.38% |
$22.6K - $27.8K
|
4.97K
$302K
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
466+ 0.99% |
$22.5K - $27.8K
|
47.6K
$2.9M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
460+ 38.11% |
$22.2K - $27.4K
|
1.67K
$101K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
441New |
$21.3K - $26.3K
|
441
$26.8K
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
412+ 4.36% |
$19.9K - $24.5K
|
9.86K
$600K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
385+ 14.23% |
$18.6K - $22.9K
|
3.09K
$188K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
362+ 2.46% |
$17.5K - $21.6K
|
15.1K
$919K
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
333+ 1.19% |
$16.1K - $19.8K
|
28.4K
$1.73M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
326+ 0.9% |
$15.7K - $19.4K
|
36.4K
$2.22M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
319+ 191.02% |
$15.4K - $19K
|
486
$29.6K
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
296+ 1.24% |
$14.3K - $17.6K
|
24.2K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
289+ 3.56% |
$14K - $17.2K
|
8.4K
$512K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
259+ 3.61% |
$12.5K - $15.4K
|
7.44K
$453K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
257+ 6.16% |
$12.4K - $15.3K
|
4.43K
$269K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
256+ 1.3% |
$12.4K - $15.2K
|
19.9K
$1.21M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
227+ 2.65% |
$11K - $13.5K
|
8.78K
$534K
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
199+ 0.58% |
$9.61K - $11.9K
|
34.8K
$2.12M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
198+ 6.02% |
$9.56K - $11.8K
|
3.49K
$212K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
191+ 2.99% |
$9.23K - $11.4K
|
6.57K
$400K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
178New |
$8.6K - $10.6K
|
178
$10.8K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
176+ 9.15% |
$8.5K - $10.5K
|
2.1K
$128K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159New |
$7.68K - $9.47K
|
159
$9.68K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
150+ 2.82% |
$7.25K - $8.93K
|
5.47K
$333K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
134New |
$6.47K - $7.98K
|
134
$8.16K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
131+ 0.75% |
$6.33K - $7.8K
|
17.7K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
122+ 73.94% |
$5.89K - $7.27K
|
287
$17.5K
|