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 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-22.3K- 9.06% |
$1.07M - $1.29M
|
223K
$13.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-22.9K- 25.68% |
$1.1M - $1.32M
|
66.2K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.3K- 4.09% |
$1.12M - $1.34M
|
546K
$33.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-24.5K- 80.19% |
$1.18M - $1.42M
|
6.06K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.8K- 15.01% |
$1.34M - $1.61M
|
158K
$9.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-30.2K- 13.29% |
$1.45M - $1.75M
|
197K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-31K- 4.31% |
$1.49M - $1.79M
|
688K
$41.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.4K- 63.04% |
$1.6M - $1.93M
|
19.6K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-33.7K- 35.93% |
$1.62M - $1.95M
|
60.1K
$3.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-34.2K- 2.1% |
$1.64M - $1.97M
|
1.59M
$96.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-34.3K- 18.95% |
$1.65M - $1.98M
|
147K
$8.92M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-36.3K- 39.59% |
$1.74M - $2.09M
|
55.3K
$3.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-36.7K- 42.48% |
$1.76M - $2.12M
|
49.7K
$3.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-39K- 14.65% |
$1.87M - $2.25M
|
227K
$13.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.3K- 24.04% |
$1.89M - $2.27M
|
124K
$7.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41.7K- 26.04% |
$2M - $2.41M
|
118K
$7.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-42.1K- 43.93% |
$2.02M - $2.43M
|
53.7K
$3.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-43.1K- 5.55% |
$2.07M - $2.49M
|
733K
$44.6M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-47.7K- 80.78% |
$2.29M - $2.75M
|
11.3K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-50.7KClosed |
$2.43M - $2.93M
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-51.5K- 6.53% |
$2.48M - $2.98M
|
738K
$44.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-53K- 50.5% |
$2.55M - $3.06M
|
52K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-53.6K- 92.98% |
$2.57M - $3.1M
|
4.05K
$246K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-54.9K- 61.33% |
$2.63M - $3.17M
|
34.6K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.5K- 12.6% |
$3.19M - $3.84M
|
461K
$28.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74.2K- 3.04% |
$3.56M - $4.29M
|
2.37M
$144M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-78.6K- 19.24% |
$3.77M - $4.54M
|
330K
$20.1M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-123K- 12.14% |
$5.88M - $7.08M
|
886K
$54M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-134K- 4.82% |
$6.42M - $7.72M
|
2.64M
$161M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-154K- 57.96% |
$7.37M - $8.87M
|
111K
$6.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-158K- 85.6% |
$7.57M - $9.1M
|
26.5K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-171K- 12.29% |
$8.2M - $9.86M
|
1.22M
$74.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-190K- 86.94% |
$9.12M - $11M
|
28.5K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-249K- 26.96% |
$12M - $14.4M
|
676K
$41.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-256K- 16.61% |
$12.3M - $14.8M
|
1.29M
$78.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-313K- 84.32% |
$15.1M - $18.1M
|
58.3K
$3.55M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-336K- 3.66% |
$16.1M - $19.4M
|
8.83M
$537M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-379K- 69.75% |
$18.2M - $21.9M
|
165K
$10M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-392K- 40.17% |
$18.8M - $22.7M
|
584K
$35.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-583K- 92.76% |
$28M - $33.7M
|
45.5K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-730K- 75.04% |
$35M - $42.1M
|
243K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.31M- 45.0% |
$111M - $133M
|
2.82M
$172M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-346M- 100.0% |
$16.6B - $20B
|
1.58K
$96.3K
|