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
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.42K- 16.65% |
$68.6K - $84.6K
|
7.11K
$433K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.46K- 19.07% |
$70.5K - $87K
|
6.2K
$377K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.55K- 0.73% |
$75K - $92.4K
|
212K
$12.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-1.58K- 5.97% |
$76.1K - $93.9K
|
24.8K
$1.51M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.64K- 1.48% |
$79K - $97.4K
|
109K
$6.62M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.67K- 1.25% |
$80.7K - $99.5K
|
132K
$8.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.77K- 18.47% |
$85.3K - $105K
|
7.79K
$474K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.82K- 14.92% |
$87.7K - $108K
|
10.4K
$631K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.84K- 5.85% |
$88.7K - $109K
|
29.5K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.87K- 4.41% |
$90.4K - $111K
|
40.6K
$2.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 5.97% |
$90.4K - $111K
|
29.5K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.04K- 41.67% |
$98.3K - $121K
|
2.85K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 1.32% |
$106K - $130K
|
163K
$9.91M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.19K- 32.46% |
$106K - $130K
|
4.56K
$278K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.28K- 6.04% |
$110K - $136K
|
35.4K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.28K- 61.91% |
$110K - $136K
|
1.41K
$85.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.35K- 13.69% |
$114K - $140K
|
14.8K
$903K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.36K- 1.51% |
$114K - $141K
|
154K
$9.38M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.4K- 2.05% |
$116K - $143K
|
115K
$6.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.5K- 2.72% |
$121K - $149K
|
89.3K
$5.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.58K- 37.16% |
$125K - $154K
|
4.36K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.62K- 14.92% |
$127K - $156K
|
15K
$911K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.92K- 8.87% |
$141K - $174K
|
30K
$1.83M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.94K- 16.33% |
$142K - $175K
|
15.1K
$917K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.05K- 1.96% |
$147K - $182K
|
153K
$9.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.1K- 0.47% |
$150K - $184K
|
652K
$39.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-3.15K- 17.04% |
$152K - $187K
|
15.3K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.16K- 7.98% |
$152K - $188K
|
36.4K
$2.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.16K- 16.2% |
$153K - $188K
|
16.4K
$996K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.24K- 18.09% |
$156K - $193K
|
14.7K
$892K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.43K- 42.89% |
$165K - $204K
|
4.56K
$278K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.45K- 2.69% |
$166K - $205K
|
124K
$7.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.55K- 3.43% |
$171K - $211K
|
99.9K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.58K- 27.45% |
$173K - $213K
|
9.45K
$575K
|
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.65K- 30.9% |
$176K - $217K
|
8.17K
$497K
|
|
|
Oct 24, 2022
Q3 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.7K- 44.26% |
$179K - $220K
|
4.66K
$284K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.74K- 30.93% |
$181K - $223K
|
8.35K
$508K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.75KClosed |
$181K - $223K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.1K- 39.11% |
$198K - $244K
|
6.38K
$388K
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-4.1K- 10.11% |
$198K - $244K
|
36.4K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.15K- 0.89% |
$200K - $247K
|
462K
$28.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.23K- 5.77% |
$204K - $252K
|
69.1K
$4.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-4.24K- 41.92% |
$205K - $253K
|
5.88K
$358K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.25K- 50.84% |
$205K - $253K
|
4.11K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.41K- 7.87% |
$213K - $263K
|
51.6K
$3.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.54K- 5.81% |
$219K - $270K
|
73.6K
$4.48M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.56K- 0.98% |
$220K - $271K
|
462K
$28.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.61K- 14.1% |
$223K - $275K
|
28.1K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.72K- 46.16% |
$228K - $281K
|
5.5K
$335K
|
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-4.76K- 9.03% |
$230K - $283K
|
47.9K
$2.92M
|