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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
897+ 7.41% |
$50.4K - $55.3K
|
13K
$791K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
855+ 3.47% |
$48K - $52.7K
|
25.5K
$1.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
846+ 9.97% |
$47.5K - $52.2K
|
9.33K
$568K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
827+ 12.42% |
$46.4K - $51K
|
7.49K
$456K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
805+ 6.56% |
$45.2K - $49.6K
|
13.1K
$796K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
800+ 8.92% |
$44.9K - $49.3K
|
9.77K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
794+ 0.19% |
$44.6K - $49K
|
417K
$25.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
788New |
$44.2K - $48.6K
|
788
$48K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
782+ 0.19% |
$43.9K - $48.2K
|
409K
$24.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
758+ 12.67% |
$42.6K - $46.7K
|
6.74K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
743+ 0.41% |
$41.7K - $45.8K
|
181K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
731+ 4.65% |
$41K - $45.1K
|
16.5K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
700+ 243.9% |
$39.3K - $43.2K
|
987
$60.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
663+ 0.23% |
$37.2K - $40.9K
|
283K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
658+ 0.64% |
$36.9K - $40.6K
|
103K
$6.29M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
646+ 665.98% |
$36.3K - $39.8K
|
743
$45.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
604+ 1.24% |
$33.9K - $37.2K
|
49.4K
$3.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
603+ 4.4% |
$33.9K - $37.2K
|
14.3K
$872K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
540+ 2.13% |
$30.3K - $33.3K
|
25.9K
$1.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
534+ 9.46% |
$30K - $32.9K
|
6.18K
$376K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
520+ 13.11% |
$29.2K - $32.1K
|
4.49K
$273K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
507+ 2.71% |
$28.5K - $31.3K
|
19.2K
$1.17M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
479+ 2.13% |
$26.9K - $29.5K
|
22.9K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
470+ 3.87% |
$26.4K - $29K
|
12.6K
$767K
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
455+ 12.97% |
$25.5K - $28.1K
|
3.96K
$241K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
439+ 3.54% |
$24.6K - $27.1K
|
12.8K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
405+ 1.83% |
$22.7K - $25K
|
22.6K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
404+ 1.76% |
$22.7K - $24.9K
|
23.4K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
396+ 6.01% |
$22.2K - $24.4K
|
6.99K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
372+ 2.23% |
$20.9K - $22.9K
|
17.1K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
359+ 7.22% |
$20.2K - $22.1K
|
5.33K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
340+ 1.81% |
$19.1K - $21K
|
19.1K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
317+ 2.28% |
$17.8K - $19.5K
|
14.2K
$864K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
314New |
$17.6K - $19.4K
|
314
$19.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
313+ 4.22% |
$17.6K - $19.3K
|
7.74K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
291+ 2.54% |
$16.3K - $17.9K
|
11.8K
$716K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
287+ 1.71% |
$16.1K - $17.7K
|
17.1K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
263+ 0.26% |
$14.8K - $16.2K
|
102K
$6.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
261+ 3.01% |
$14.7K - $16.1K
|
8.94K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
261+ 3.62% |
$14.7K - $16.1K
|
7.47K
$455K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
260+ 5.46% |
$14.6K - $16K
|
5.02K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
253+ 3.61% |
$14.2K - $15.6K
|
7.27K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
248+ 0.56% |
$13.9K - $15.3K
|
44.9K
$2.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
247+ 3.62% |
$13.9K - $15.2K
|
7.07K
$430K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
229+ 0.73% |
$12.9K - $14.1K
|
31.6K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
214+ 0.42% |
$12K - $13.2K
|
51.7K
$3.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
210+ 2.96% |
$11.8K - $13K
|
7.29K
$444K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
203New |
$11.4K - $12.5K
|
203
$12.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
187+ 1.03% |
$10.5K - $11.5K
|
18.3K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
186+ 5.49% |
$10.4K - $11.5K
|
3.57K
$217K
|