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 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
10.7KNew |
$642K - $728K
|
10.7K
$650K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
9.72K+ 8.32% |
$584K - $662K
|
127K
$7.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9.53K+ 12.13% |
$573K - $650K
|
88.1K
$5.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.46K+ 34.21% |
$569K - $645K
|
37.1K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.44K+ 13.1% |
$567K - $643K
|
81.5K
$4.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.13K+ 9.44% |
$549K - $622K
|
106K
$6.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
8.31K+ 7.58% |
$500K - $567K
|
118K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.24K+ 1.18% |
$495K - $562K
|
706K
$43M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.87KNew |
$473K - $536K
|
7.87K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.42KNew |
$446K - $506K
|
7.42K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.32K+ 3.09% |
$440K - $499K
|
244K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7.32K+ 21.31% |
$440K - $499K
|
41.7K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.31KNew |
$440K - $499K
|
7.31K
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.2KNew |
$433K - $491K
|
7.2K
$438K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.84K+ 10.96% |
$411K - $466K
|
69.3K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.83K+ 8.27% |
$411K - $466K
|
89.5K
$5.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.62K+ 5.77% |
$398K - $451K
|
121K
$7.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.49K+ 2.12% |
$390K - $442K
|
313K
$19.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.32K+ 36.62% |
$380K - $431K
|
23.6K
$1.44M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.32KNew |
$380K - $431K
|
6.32K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.31K+ 22.65% |
$379K - $430K
|
34.2K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.21K+ 2.13% |
$373K - $423K
|
297K
$18.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.85K+ 30.2% |
$351K - $398K
|
25.2K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
5.8KNew |
$349K - $395K
|
5.8K
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.75KNew |
$345K - $392K
|
5.75K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
5.67K+ 8.27% |
$341K - $386K
|
74.2K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.62KNew |
$338K - $383K
|
5.62K
$342K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.4K+ 2.56% |
$325K - $368K
|
217K
$13.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.34K+ 3.5% |
$321K - $364K
|
158K
$9.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.18K+ 1.22% |
$311K - $353K
|
429K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.85K+ 17.65% |
$292K - $331K
|
32.3K
$1.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
4.85KNew |
$291K - $330K
|
4.85K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.65KNew |
$280K - $317K
|
4.65K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.53K+ 4.64% |
$272K - $309K
|
102K
$6.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
4.43K+ 7.38% |
$267K - $302K
|
64.5K
$3.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
4.19K+ 4.34% |
$252K - $285K
|
101K
$6.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$235K - $267K
|
3.92K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.8KNew |
$229K - $259K
|
3.8K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.77KNew |
$227K - $257K
|
3.77K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.74K+ 5.77% |
$225K - $255K
|
68.7K
$4.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.63K+ 1.66% |
$218K - $248K
|
223K
$13.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.63KNew |
$218K - $247K
|
3.63K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.52KNew |
$212K - $240K
|
3.52K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.5KNew |
$211K - $239K
|
3.5K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.47KNew |
$208K - $236K
|
3.47K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.45K+ 7.93% |
$208K - $235K
|
47K
$2.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
3.32K+ 1.51% |
$200K - $226K
|
224K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.32K+ 2.44% |
$200K - $226K
|
140K
$8.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.32KNew |
$199K - $226K
|
3.32K
$202K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.27KNew |
$197K - $223K
|
3.27K
$199K
|