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
|
Sandy Spring Bank
|
SELL
|
- |
-134- 7.89% |
$7.52K - $8.26K
|
1.56K
$95.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-134- 0.68% |
$7.52K - $8.26K
|
19.7K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-135- 0.19% |
$7.58K - $8.33K
|
71K
$4.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-138- 0.22% |
$7.75K - $8.51K
|
63K
$3.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-146- 0.24% |
$8.2K - $9K
|
61.4K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-150- 1.33% |
$8.42K - $9.25K
|
11.1K
$675K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-158- 1.01% |
$8.87K - $9.74K
|
15.4K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-170- 0.52% |
$9.55K - $10.5K
|
32.5K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-180- 74.38% |
$10.1K - $11.1K
|
62
$3.77K
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-180- 0.46% |
$10.1K - $11.1K
|
38.9K
$2.37M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-188- 1.11% |
$10.6K - $11.6K
|
16.7K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-188- 1.73% |
$10.6K - $11.6K
|
10.7K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-188- 1.43% |
$10.6K - $11.6K
|
13K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-199- 2.28% |
$11.2K - $12.3K
|
8.52K
$518K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 1.16% |
$11.2K - $12.3K
|
17.1K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-200- 34.42% |
$11.2K - $12.3K
|
381
$23.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-204- 26.7% |
$11.5K - $12.6K
|
560
$34.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-205- 1.53% |
$11.5K - $12.6K
|
13.2K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-213- 0.46% |
$12K - $13.1K
|
46.4K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-219- 93.99% |
$12.3K - $13.5K
|
14
$852
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-225- 0.29% |
$12.6K - $13.9K
|
76.2K
$4.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-225- 4.79% |
$12.6K - $13.9K
|
4.47K
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-230- 0.81% |
$12.9K - $14.2K
|
28.3K
$1.72M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-233- 5.12% |
$13.1K - $14.4K
|
4.32K
$263K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-234- 1.38% |
$13.1K - $14.4K
|
16.7K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-235- 1.5% |
$13.2K - $14.5K
|
15.4K
$938K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 5.36% |
$13.5K - $14.8K
|
4.24K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-243- 0.77% |
$13.6K - $15K
|
31.4K
$1.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-251- 1.68% |
$14.1K - $15.5K
|
14.7K
$895K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-264- 1.5% |
$14.8K - $16.3K
|
17.4K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-265- 0.15% |
$14.9K - $16.3K
|
182K
$11.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-266- 2.95% |
$14.9K - $16.4K
|
8.74K
$532K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-269- 2.11% |
$15.1K - $16.6K
|
12.5K
$761K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-276- 1.22% |
$15.5K - $17K
|
22.3K
$1.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-301- 0.53% |
$16.9K - $18.6K
|
56.8K
$3.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-316- 0.25% |
$17.7K - $19.5K
|
125K
$7.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-327- 5.9% |
$18.4K - $20.2K
|
5.21K
$317K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-329- 2.32% |
$18.5K - $20.3K
|
13.8K
$842K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-331- 4.23% |
$18.6K - $20.4K
|
7.5K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-331- 4.23% |
$18.6K - $20.4K
|
7.5K
$456K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-349- 1.66% |
$19.6K - $21.5K
|
20.7K
$1.26M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-350- 18.22% |
$19.7K - $21.6K
|
1.57K
$95.6K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-356- 6.57% |
$20K - $22K
|
5.06K
$308K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-369- 7.49% |
$20.7K - $22.8K
|
4.56K
$278K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-374- 4.14% |
$21K - $23.1K
|
8.66K
$527K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-380- 0.45% |
$21.3K - $23.4K
|
84.9K
$5.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-386- 64.23% |
$21.7K - $23.8K
|
215
$13.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-404- 0.08% |
$22.7K - $24.9K
|
481K
$29.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-423- 1.51% |
$23.8K - $26.1K
|
27.7K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-446- 5.42% |
$25K - $27.5K
|
7.78K
$474K
|