Purchases and Sales Made in Q3 2024 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 2024. 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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.2M+ 1121.83% |
$72.3M - $81.9M
|
1.31M
$80M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.2M+ 1121.83% |
$72.3M - $81.9M
|
1.31M
$80M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
720K+ 8.87% |
$43.3M - $49.1M
|
8.84M
$540M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
469K+ 486.66% |
$28.2M - $32M
|
565K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
409K+ 3.23% |
$24.6M - $27.9M
|
13.1M
$798M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
364K+ 112.4% |
$21.9M - $24.8M
|
687K
$42M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
334KNew |
$20.1M - $22.8M
|
334K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
223K+ 143.94% |
$13.4M - $15.2M
|
378K
$23.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
144K+ 6.78% |
$8.67M - $9.83M
|
2.27M
$139M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
121K+ 177.53% |
$7.3M - $8.27M
|
190K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
108KNew |
$6.52M - $7.39M
|
108K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.8K+ 12.62% |
$5.46M - $6.19M
|
811K
$49.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
90.1KNew |
$5.42M - $6.14M
|
90.1K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
84.3KNew |
$5.07M - $5.74M
|
84.3K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
79.3KNew |
$4.77M - $5.41M
|
79.3K
$4.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
78.1K+ 93.38% |
$4.69M - $5.32M
|
162K
$9.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
74.3K+ 222.29% |
$4.47M - $5.06M
|
108K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
61KNew |
$3.67M - $4.16M
|
61K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
61KNew |
$3.67M - $4.16M
|
61K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
54.9K+ 38.7% |
$3.3M - $3.74M
|
197K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.3K+ 29.51% |
$2.78M - $3.15M
|
203K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
44.2KNew |
$2.66M - $3.01M
|
44.2K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.7KNew |
$2.63M - $2.98M
|
43.7K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43.4K+ 12.48% |
$2.61M - $2.96M
|
391K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.3KNew |
$2.6M - $2.95M
|
43.3K
$2.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
40.6KNew |
$2.44M - $2.77M
|
40.6K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.7K+ 6670.0% |
$2.09M - $2.36M
|
35.2K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
34.5KNew |
$2.08M - $2.35M
|
34.5K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
33.5K+ 5.22% |
$2.01M - $2.28M
|
674K
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
33KNew |
$1.98M - $2.25M
|
33K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
29.7KNew |
$1.79M - $2.02M
|
29.7K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.2KNew |
$1.69M - $1.92M
|
28.2K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
25.3KNew |
$1.52M - $1.72M
|
25.3K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
24.4K+ 379.98% |
$1.47M - $1.66M
|
30.8K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
23.7K+ 5.62% |
$1.43M - $1.62M
|
446K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.2K+ 3.18% |
$1.21M - $1.37M
|
654K
$40M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17.3K+ 22.16% |
$1.04M - $1.18M
|
95.3K
$5.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15.2K+ 7.38% |
$916K - $1.04M
|
222K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$902K - $1.02M
|
15K
$917K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.7KNew |
$882K - $1M
|
14.7K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14K+ 2.14% |
$843K - $955K
|
670K
$41M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.9K+ 2778.4% |
$835K - $947K
|
14.4K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.1KNew |
$785K - $890K
|
13.1K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.9KNew |
$775K - $879K
|
12.9K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.8KNew |
$770K - $873K
|
12.8K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7K+ 57.83% |
$765K - $867K
|
34.7K
$2.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12.5K+ 16.47% |
$754K - $855K
|
88.7K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
12.3KNew |
$738K - $837K
|
12.3K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.3K+ 1.72% |
$681K - $772K
|
669K
$40.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 5.36% |
$680K - $771K
|
222K
$13.6M
|