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 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
120+ 0.13% |
$5.8K - $7.15K
|
89.1K
$5.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
102+ 124.39% |
$4.93K - $6.08K
|
184
$11.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 13.33% |
$4.83K - $5.96K
|
850
$51.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
94+ 0.58% |
$4.54K - $5.6K
|
16.4K
$998K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$3.86K - $4.76K
|
80
$4.87K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
75+ 1.18% |
$3.62K - $4.47K
|
6.46K
$393K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
71+ 0.28% |
$3.43K - $4.23K
|
25.8K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
69+ 3.04% |
$3.33K - $4.11K
|
2.34K
$142K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
65+ 61.9% |
$3.14K - $3.87K
|
170
$10.3K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
57+ 0.77% |
$2.75K - $3.39K
|
7.47K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
55+ 0.47% |
$2.66K - $3.28K
|
11.7K
$711K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
54New |
$2.61K - $3.22K
|
54
$3.29K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
50+ 0.42% |
$2.42K - $2.98K
|
12K
$730K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.08K - $2.56K
|
43
$2.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35+ 0.57% |
$1.69K - $2.08K
|
6.13K
$373K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.31% |
$1.35K - $1.67K
|
2.17K
$132K
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
27+ 17.31% |
$1.3K - $1.61K
|
183
$11.1K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
27+ 75.0% |
$1.3K - $1.61K
|
63
$3.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26+ 0.28% |
$1.26K - $1.55K
|
9.38K
$571K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
25New |
$1.21K - $1.49K
|
25
$1.52K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25+ 20.83% |
$1.21K - $1.49K
|
145
$8.83K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 2.53% |
$1.11K - $1.37K
|
931
$56.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
20+ 4.67% |
$966 - $1.19K
|
448
$27.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 10.22% |
$918 - $1.13K
|
205
$12.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 1.66% |
$821 - $1.01K
|
1.04K
$63.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14+ 1.73% |
$676 - $834
|
825
$50.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
14+ 0.01% |
$676 - $834
|
122K
$7.44M
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
13+ 0.04% |
$628 - $774
|
33.6K
$2.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
11+ 12.09% |
$531 - $655
|
102
$6.21K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
11New |
$531 - $655
|
11
$670
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 23.81% |
$483 - $596
|
52
$3.17K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 1.57% |
$435 - $536
|
582
$35.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 7.84% |
$386 - $476
|
110
$6.7K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$338 - $417
|
7
$426
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.36% |
$290 - $357
|
1.66K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.16% |
$193 - $238
|
2.58K
$157K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
3New |
$145 - $179
|
3
$183
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
3+ 0.03% |
$145 - $179
|
8.97K
$546K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.0% |
$96.6 - $119
|
126K
$7.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-10- 0.66% |
$483 - $596
|
1.5K
$91.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10- 1.51% |
$483 - $596
|
653
$39.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 0.07% |
$628 - $774
|
18.1K
$1.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-13- 0.08% |
$628 - $774
|
16.9K
$1.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-16- 2.09% |
$773 - $953
|
748
$45.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 0.13% |
$966 - $1.19K
|
15.4K
$938K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-25- 69.44% |
$1.21K - $1.49K
|
11
$670
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-25- 2.58% |
$1.21K - $1.49K
|
945
$57.5K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27Closed |
$1.3K - $1.61K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-30- 10.71% |
$1.45K - $1.79K
|
250
$15.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-34- 0.39% |
$1.64K - $2.03K
|
8.67K
$528K
|