Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
345M+ 103894.38% |
$16.6B - $19.9B
|
346M
$21B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.68MNew |
$321M - $386M
|
6.68M
$407M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.89M+ 17.13% |
$235M - $282M
|
33.4M
$2.03B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9M+ 66.27% |
$91.2M - $110M
|
4.76M
$290M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.67M+ 75.49% |
$80.4M - $96.7M
|
3.89M
$237M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.36M+ 75.99% |
$65.1M - $78.3M
|
3.14M
$191M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.36M+ 75.99% |
$65.1M - $78.3M
|
3.14M
$191M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
884KNew |
$42.5M - $51.1M
|
884K
$53.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
750K+ 52.66% |
$36M - $43.3M
|
2.18M
$132M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
675KNew |
$32.4M - $39M
|
675K
$41.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
649K+ 75.52% |
$31.2M - $37.5M
|
1.51M
$91.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
431KNew |
$20.7M - $24.9M
|
431K
$26.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
348K+ 6.95% |
$16.7M - $20.1M
|
5.35M
$326M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
302K+ 19105.63% |
$14.5M - $17.5M
|
304K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
293K+ 175.42% |
$14.1M - $16.9M
|
460K
$28M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
255K+ 266.88% |
$12.3M - $14.7M
|
351K
$21.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
209K+ 2972.46% |
$10M - $12.1M
|
216K
$13.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
167K+ 14.14% |
$8.04M - $9.67M
|
1.35M
$82.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
143K+ 93.31% |
$6.89M - $8.29M
|
297K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 6.19% |
$6.44M - $7.74M
|
2.3M
$140M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
129K+ 75.82% |
$6.22M - $7.48M
|
300K
$18.3M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
124KNew |
$5.98M - $7.19M
|
124K
$7.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
120KNew |
$5.76M - $6.93M
|
120K
$7.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
114K+ 714.59% |
$5.48M - $6.58M
|
130K
$7.91M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
112K+ 79.75% |
$5.39M - $6.49M
|
253K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
107K+ 68.39% |
$5.12M - $6.15M
|
262K
$16M
|
|
|
Feb 06, 2023
Q4 2022
|
Matson Money. Inc.
|
BUY
|
- |
105K+ 2.76% |
$5.06M - $6.09M
|
3.92M
$239M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 19.9% |
$5.05M - $6.07M
|
633K
$38.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
104K+ 181.37% |
$4.97M - $5.98M
|
161K
$9.78M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
98.2KNew |
$4.72M - $5.67M
|
98.2K
$5.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$5.96M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$5.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
94.5K+ 2166.7% |
$4.54M - $5.46M
|
98.8K
$6.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
84.2K+ 12.92% |
$4.05M - $4.87M
|
736K
$44.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75.1K+ 30.71% |
$3.61M - $4.34M
|
320K
$19.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.1K+ 9.61% |
$3.56M - $4.28M
|
845K
$51.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
74KNew |
$3.56M - $4.28M
|
74K
$4.51M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
73.6KNew |
$3.53M - $4.25M
|
73.6K
$4.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
72.9KNew |
$3.5M - $4.21M
|
72.9K
$4.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
68.9K+ 111.57% |
$3.31M - $3.98M
|
131K
$7.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
66.7KNew |
$3.21M - $3.86M
|
66.7K
$4.06M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
63.2K+ 107.54% |
$3.04M - $3.65M
|
122K
$7.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59.3K+ 180.85% |
$2.85M - $3.42M
|
92.1K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
52.3KNew |
$2.51M - $3.02M
|
52.3K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
51.4K+ 32.72% |
$2.47M - $2.97M
|
208K
$12.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51K+ 13.17% |
$2.45M - $2.94M
|
438K
$26.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
50.9KNew |
$2.44M - $2.94M
|
50.9K
$3.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
50.6KNew |
$2.43M - $2.92M
|
50.6K
$3.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
50.5K+ 23.46% |
$2.42M - $2.91M
|
266K
$16.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
48.7K+ 113.9% |
$2.34M - $2.81M
|
91.4K
$5.57M
|