Purchases and Sales Made in Q3 2023 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 2023. 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 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.17K+ 12.45% |
$178K - $195K
|
28.6K
$1.74M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.15K+ 29.74% |
$177K - $194K
|
13.7K
$837K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.15K+ 8.52% |
$177K - $194K
|
40.1K
$2.44M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.15K+ 26.91% |
$177K - $194K
|
14.8K
$903K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.88K+ 1.89% |
$162K - $178K
|
155K
$9.43M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.8K+ 5.67% |
$157K - $172K
|
52.1K
$3.17M
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.77KNew |
$156K - $171K
|
2.77K
$169K
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.7K+ 39.19% |
$152K - $167K
|
9.59K
$584K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.69K+ 7.64% |
$151K - $166K
|
37.9K
$2.31M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.68K+ 11.21% |
$150K - $165K
|
26.5K
$1.61M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
2.67K+ 2.34% |
$150K - $165K
|
117K
$7.12M
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.63K+ 2.99% |
$148K - $162K
|
90.8K
$5.53M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.56K+ 10.22% |
$144K - $158K
|
27.6K
$1.68M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.48K+ 1.75% |
$139K - $153K
|
145K
$8.8M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.35K+ 12.54% |
$132K - $145K
|
21.1K
$1.29M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.31K+ 0.06% |
$130K - $143K
|
3.89M
$237M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.29K+ 21.78% |
$129K - $141K
|
12.8K
$780K
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
2.29K+ 18.3% |
$129K - $141K
|
14.8K
$902K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.11K+ 10.12% |
$119K - $130K
|
23K
$1.4M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.1K+ 9.1% |
$118K - $129K
|
25.2K
$1.53M
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.07K+ 1.77% |
$116K - $128K
|
119K
$7.25M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.01K+ 1.81% |
$113K - $124K
|
113K
$6.86M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.97K+ 48.86% |
$110K - $121K
|
5.99K
$365K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.87K+ 3.78% |
$105K - $116K
|
51.4K
$3.13M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.87K+ 3.78% |
$105K - $116K
|
51.4K
$3.13M
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.8K+ 7.97% |
$101K - $111K
|
24.4K
$1.48M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.73KNew |
$97.4K - $107K
|
1.73K
$106K
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.48K+ 1.91% |
$82.9K - $91.1K
|
78.7K
$4.79M
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.47K+ 1.18% |
$82.7K - $90.8K
|
126K
$7.67M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4K+ 1.43% |
$78.3K - $86K
|
98.9K
$6.02M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.39K+ 7.22% |
$78K - $85.7K
|
20.6K
$1.26M
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.33K+ 15.8% |
$74.6K - $81.9K
|
9.73K
$593K
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.29K+ 3.18% |
$72.2K - $79.3K
|
41.7K
$2.54M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.24KNew |
$69.5K - $76.3K
|
1.24K
$75.3K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.23K+ 1.62% |
$69.1K - $75.9K
|
77.1K
$4.69M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.22K+ 35.92% |
$68.3K - $75.1K
|
4.61K
$280K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.2KNew |
$67.5K - $74.1K
|
1.2K
$73.2K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19K+ 3.88% |
$67K - $73.6K
|
31.9K
$1.94M
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.18K+ 3.96% |
$66.1K - $72.6K
|
30.9K
$1.88M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.16K+ 30.52% |
$64.9K - $71.2K
|
4.94K
$301K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.12K+ 30.65% |
$63.1K - $69.3K
|
4.79K
$292K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.12K+ 7.78% |
$63K - $69.2K
|
15.5K
$946K
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.06K+ 1.15% |
$59.4K - $65.2K
|
92.9K
$5.65M
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.06K+ 3.8% |
$59.3K - $65.1K
|
28.8K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.05K+ 0.63% |
$59K - $64.8K
|
167K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 0.51% |
$57K - $62.7K
|
202K
$12.3M
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1K+ 3.7% |
$56.3K - $61.9K
|
28.1K
$1.71M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
981+ 3.94% |
$55.1K - $60.5K
|
25.9K
$1.58M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
902+ 2.08% |
$50.6K - $55.6K
|
44.4K
$2.7M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
901+ 125.49% |
$50.6K - $55.6K
|
1.62K
$98.5K
|