Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-273- 0.63% |
$19.2K - $21.1K
|
43.3K
$2.65M
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-280Closed |
$19.7K - $21.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-285Closed |
$20K - $22.1K
|
0
$0
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-287- 58.69% |
$20.2K - $22.2K
|
202
$12.3K
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-291- 60.37% |
$20.4K - $22.5K
|
191
$11.7K
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-300- 1.25% |
$21.1K - $23.2K
|
23.7K
$1.45M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-311Closed |
$21.8K - $24.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-312- 1.63% |
$21.9K - $24.1K
|
18.8K
$1.15M
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-338- 0.49% |
$23.7K - $26.2K
|
69.3K
$4.23M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-339- 2.64% |
$23.8K - $26.2K
|
12.5K
$763K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-341- 2.89% |
$23.9K - $26.4K
|
11.5K
$701K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-346- 2.64% |
$24.3K - $26.8K
|
12.8K
$781K
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-349- 3.95% |
$24.5K - $27K
|
8.49K
$519K
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-362- 0.86% |
$25.4K - $28K
|
41.9K
$2.56M
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-362- 5.23% |
$25.4K - $28K
|
6.56K
$401K
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-365- 0.88% |
$25.6K - $28.3K
|
40.9K
$2.5M
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-367- 98.39% |
$25.8K - $28.4K
|
6
$367
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-384- 3.88% |
$27K - $29.7K
|
9.53K
$582K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-400- 8.25% |
$28.1K - $31K
|
4.45K
$272K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-413- 14.87% |
$29K - $32K
|
2.36K
$144K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-461Closed |
$32.4K - $35.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-480- 2.53% |
$33.7K - $37.2K
|
18.5K
$1.13M
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-502- 6.18% |
$35.2K - $38.9K
|
7.62K
$465K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-522- 18.28% |
$36.6K - $40.4K
|
2.33K
$143K
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-529- 6.73% |
$37.1K - $40.9K
|
7.33K
$448K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-556Closed |
$39K - $43K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-591- 11.82% |
$41.5K - $45.7K
|
4.41K
$269K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-597- 10.54% |
$41.9K - $46.2K
|
5.07K
$310K
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-607- 9.54% |
$42.6K - $47K
|
5.76K
$352K
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-692- 1.18% |
$48.6K - $53.6K
|
58K
$3.54M
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-702- 0.72% |
$49.3K - $54.3K
|
97.3K
$5.95M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-707- 8.85% |
$49.6K - $54.7K
|
7.28K
$445K
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
SELL
|
- |
-745- 18.06% |
$52.3K - $57.7K
|
3.38K
$207K
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-751- 1.29% |
$52.7K - $58.1K
|
57.2K
$3.5M
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-811- 2.84% |
$56.9K - $62.8K
|
27.8K
$1.7M
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-834- 2.02% |
$58.6K - $64.6K
|
40.4K
$2.47M
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-852- 2.37% |
$59.8K - $65.9K
|
35.2K
$2.15M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-853- 16.9% |
$59.9K - $66K
|
4.2K
$256K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-857- 48.69% |
$60.2K - $66.3K
|
903
$55.2K
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-879- 18.49% |
$61.7K - $68K
|
3.88K
$237K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-881- 10.56% |
$61.9K - $68.2K
|
7.46K
$456K
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-930- 24.87% |
$65.3K - $72K
|
2.81K
$172K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-973- 32.05% |
$68.3K - $75.3K
|
2.06K
$126K
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1.02K- 1.52% |
$71.5K - $78.8K
|
66.1K
$4.04M
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.02K- 81.21% |
$71.6K - $78.9K
|
236
$14.4K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.04K- 13.52% |
$73.1K - $80.6K
|
6.66K
$407K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.07K- 2.0% |
$75.2K - $82.9K
|
52.4K
$3.2M
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 3.45% |
$81.7K - $90K
|
32.6K
$1.99M
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.27K- 1.15% |
$88.9K - $98K
|
109K
$6.67M
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.27KClosed |
$89.4K - $98.5K
|
0
$0
|