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
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.72K- 4.36% |
$103K - $117K
|
37.7K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.73K- 1.98% |
$104K - $118K
|
85.8K
$5.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.74K- 2.95% |
$105K - $118K
|
57.2K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.92K- 7.64% |
$115K - $131K
|
23.1K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.92K- 35.87% |
$115K - $131K
|
3.43K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.93K- 1.98% |
$116K - $131K
|
95.3K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.93K- 5.92% |
$116K - $132K
|
30.7K
$1.87M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2K- 29.54% |
$120K - $136K
|
4.78K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.04K- 24.52% |
$123K - $139K
|
6.28K
$382K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.06K- 6.49% |
$124K - $140K
|
29.7K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.09K- 21.05% |
$125K - $142K
|
7.82K
$476K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.1K- 1.46% |
$126K - $143K
|
141K
$8.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.1K- 3.82% |
$126K - $143K
|
52.9K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 6.3% |
$131K - $149K
|
32.5K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.18K- 1.38% |
$131K - $149K
|
156K
$9.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-2.19K- 9.59% |
$132K - $149K
|
20.6K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.23K- 9.36% |
$134K - $152K
|
21.6K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 3.27% |
$139K - $158K
|
68.5K
$4.17M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.32K- 7.99% |
$140K - $158K
|
26.7K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.35K- 5.53% |
$141K - $160K
|
40.2K
$2.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2.35K- 0.92% |
$141K - $160K
|
253K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.51K- 29.08% |
$151K - $171K
|
6.13K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.52K- 11.12% |
$152K - $172K
|
20.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.56K- 40.33% |
$154K - $174K
|
3.78K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.65K- 6.69% |
$160K - $181K
|
37K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.65K- 7.51% |
$160K - $181K
|
32.7K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.71K- 24.87% |
$163K - $185K
|
8.19K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.83K- 9.91% |
$170K - $193K
|
25.7K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.83K- 3.65% |
$170K - $193K
|
74.6K
$4.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.88K- 43.31% |
$173K - $196K
|
3.77K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.01K- 3.87% |
$181K - $205K
|
74.9K
$4.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.1K- 19.11% |
$187K - $212K
|
13.1K
$799K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.24K- 33.07% |
$195K - $221K
|
6.56K
$399K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.4K- 2.91% |
$204K - $232K
|
114K
$6.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.44K- 1.78% |
$207K - $235K
|
190K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.5K- 9.4% |
$210K - $239K
|
33.7K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.53K- 3.67% |
$212K - $241K
|
92.8K
$5.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.67K- 0.41% |
$220K - $250K
|
888K
$54M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.7K- 4.1% |
$223K - $252K
|
86.6K
$5.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.78K- 20.42% |
$227K - $258K
|
14.7K
$896K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.83K- 1.94% |
$230K - $261K
|
194K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.94K- 17.95% |
$237K - $268K
|
18K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.18K- 4.78% |
$252K - $285K
|
83.3K
$5.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.32K- 0.74% |
$260K - $294K
|
583K
$35.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.41K- 46.3% |
$265K - $301K
|
5.11K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.46K- 6.5% |
$268K - $304K
|
64.2K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.9K- 15.76% |
$295K - $334K
|
26.2K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-5.07K- 3.71% |
$305K - $345K
|
131K
$7.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.2K- 31.61% |
$312K - $354K
|
11.2K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-5.29K- 2.75% |
$318K - $360K
|
187K
$11.4M
|