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 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.8K+ 31.67% |
$267K - $294K
|
15.8K
$962K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.8K+ 1.55% |
$267K - $294K
|
249K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.77K+ 28.46% |
$265K - $292K
|
17K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.75KNew |
$263K - $290K
|
3.75K
$228K
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.74KNew |
$262K - $289K
|
3.74K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$259K - $286K
|
3.7K
$225K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.7K+ 3.77% |
$259K - $286K
|
102K
$6.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.61K+ 5.19% |
$253K - $279K
|
73.1K
$4.45M
|
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.58KNew |
$251K - $277K
|
3.58K
$218K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
3.51KNew |
$247K - $272K
|
3.51K
$214K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
3.48KNew |
$244K - $269K
|
3.48K
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.39K+ 2.7% |
$238K - $263K
|
129K
$7.85M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
3.38K+ 60.39% |
$237K - $262K
|
8.98K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.35KNew |
$235K - $260K
|
3.35K
$204K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.33KNew |
$234K - $258K
|
3.33K
$203K
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.32KNew |
$233K - $257K
|
3.32K
$202K
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.3KNew |
$232K - $256K
|
3.3K
$201K
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
3.23K+ 2.77% |
$227K - $250K
|
120K
$7.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.19K+ 58.94% |
$224K - $247K
|
8.61K
$524K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.17KNew |
$222K - $245K
|
3.17K
$193K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.09K+ 0.7% |
$217K - $239K
|
445K
$27.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.08KNew |
$216K - $238K
|
3.08K
$188K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
3.06KNew |
$215K - $237K
|
3.06K
$187K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
3.06K+ 1.99% |
$215K - $237K
|
157K
$9.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Palladiem, LLC
|
BUY
|
- |
3.05K+ 3.37% |
$214K - $236K
|
93.5K
$5.69M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.99K+ 33.0% |
$210K - $231K
|
12K
$732K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.89KNew |
$203K - $223K
|
2.89K
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.82K+ 8.94% |
$198K - $218K
|
34.3K
$2.09M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.75KNew |
$193K - $213K
|
2.75K
$167K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.67K+ 73.09% |
$187K - $206K
|
6.32K
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.64KNew |
$185K - $204K
|
2.64K
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.58K+ 0.72% |
$181K - $200K
|
359K
$21.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.57K+ 8.4% |
$180K - $199K
|
33.2K
$2.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.53KNew |
$177K - $196K
|
2.53K
$154K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.45K+ 3.49% |
$172K - $190K
|
72.7K
$4.43M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.29KNew |
$161K - $177K
|
2.29K
$139K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$157K - $173K
|
2.23K
$136K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.16K+ 31.32% |
$152K - $167K
|
9.05K
$551K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.08K+ 62.17% |
$146K - $161K
|
5.43K
$331K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
2.06K+ 74.54% |
$144K - $159K
|
4.81K
$293K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.03KNew |
$142K - $157K
|
2.03K
$124K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.03K+ 1.57% |
$142K - $157K
|
131K
$7.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.9K+ 35.58% |
$133K - $147K
|
7.23K
$440K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.86K+ 4.85% |
$131K - $144K
|
40.3K
$2.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.85K+ 9.37% |
$130K - $143K
|
21.6K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.85K+ 14.16% |
$130K - $143K
|
14.9K
$909K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.84K+ 1.93% |
$129K - $143K
|
97.3K
$5.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.82KNew |
$128K - $141K
|
1.82K
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.76K+ 13.41% |
$124K - $137K
|
14.9K
$908K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
$124K - $136K
|
1.76K
$107K
|