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 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.16KNew |
$190K - $215K
|
3.16K
$192K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.15KNew |
$189K - $215K
|
3.15K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.15KNew |
$189K - $215K
|
3.15K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 71.07% |
$187K - $212K
|
7.47K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.05KNew |
$183K - $208K
|
3.05K
$186K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
3.04K+ 4.61% |
$183K - $207K
|
69.1K
$4.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
3.02KNew |
$182K - $206K
|
3.02K
$184K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$181K - $206K
|
3.02K
$184K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.97K+ 6.14% |
$179K - $203K
|
51.4K
$3.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.9K+ 0.72% |
$174K - $197K
|
407K
$24.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.89KNew |
$174K - $197K
|
2.89K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.84K+ 5.44% |
$171K - $194K
|
55.2K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.82K+ 11.7% |
$170K - $192K
|
26.9K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.72K+ 3.73% |
$163K - $185K
|
75.5K
$4.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.71K+ 0.93% |
$163K - $185K
|
294K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.71K+ 55.92% |
$163K - $185K
|
7.55K
$460K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.71K+ 13.72% |
$163K - $185K
|
22.4K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.64K+ 12.35% |
$159K - $180K
|
24.1K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.53K+ 1.02% |
$152K - $172K
|
250K
$15.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.51K+ 2.11% |
$151K - $171K
|
122K
$7.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.47K+ 0.97% |
$149K - $168K
|
258K
$15.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 15.84% |
$145K - $164K
|
17.6K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.33K+ 26.4% |
$140K - $159K
|
11.2K
$680K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.31K+ 21.41% |
$139K - $157K
|
13.1K
$796K
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.16K+ 5.0% |
$130K - $147K
|
45.3K
$2.76M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.14K+ 7.93% |
$128K - $146K
|
29.1K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.06K+ 5.3% |
$124K - $140K
|
40.9K
$2.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 7.09% |
$121K - $137K
|
30.5K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 5.82% |
$117K - $133K
|
35.3K
$2.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.93K+ 0.63% |
$116K - $131K
|
308K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.85K+ 0.31% |
$111K - $126K
|
592K
$36M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.84KNew |
$111K - $126K
|
1.84K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.79K+ 6.6% |
$108K - $122K
|
28.9K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 30.49% |
$104K - $118K
|
7.4K
$450K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 5.42% |
$101K - $114K
|
32.6K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.63K+ 4.47% |
$97.8K - $111K
|
38K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 10.21% |
$96.7K - $110K
|
17.4K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.61K+ 0.55% |
$96.7K - $110K
|
293K
$17.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 2.27% |
$90.7K - $103K
|
68.1K
$4.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.47K+ 16.95% |
$88.2K - $100K
|
10.1K
$616K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.29K+ 83.51% |
$77.3K - $87.7K
|
2.83K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 0.68% |
$75.2K - $85.2K
|
184K
$11.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.22K+ 3.82% |
$73.4K - $83.2K
|
33.1K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.11K+ 6.73% |
$66.6K - $75.5K
|
17.6K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.08K+ 1.62% |
$65.2K - $73.9K
|
67.9K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.06K+ 8.0% |
$63.6K - $72.1K
|
14.3K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.03K+ 20.45% |
$61.7K - $69.9K
|
6.04K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
978+ 12.16% |
$58.8K - $66.7K
|
9.02K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
941+ 14.51% |
$56.6K - $64.1K
|
7.43K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
882+ 0.7% |
$53K - $60.1K
|
127K
$7.72M
|