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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1KNew |
$773K - $930K
|
16.1K
$980K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.7K+ 20115.38% |
$754K - $906K
|
15.8K
$960K
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$720K - $866K
|
15K
$913K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.8K+ 61.07% |
$713K - $857K
|
39.1K
$2.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.4KNew |
$692K - $832K
|
14.4K
$877K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14.1K+ 17.23% |
$678K - $816K
|
96.1K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13.9K+ 4.69% |
$667K - $802K
|
310K
$18.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
13.7KNew |
$659K - $793K
|
13.7K
$836K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
13.1KNew |
$631K - $758K
|
13.1K
$799K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
13.1K+ 87.99% |
$627K - $754K
|
27.9K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.3KNew |
$589K - $708K
|
12.3K
$747K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.3KNew |
$589K - $708K
|
12.3K
$747K
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
12K+ 10.32% |
$576K - $693K
|
128K
$7.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11K+ 4.31% |
$529K - $636K
|
267K
$16.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
10.8KNew |
$520K - $625K
|
10.8K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10.6KNew |
$507K - $609K
|
10.6K
$642K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
10.2K+ 3.61% |
$491K - $590K
|
293K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
10.1KNew |
$483K - $581K
|
10.1K
$613K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.9K+ 80.87% |
$475K - $572K
|
22.1K
$1.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
9.79KNew |
$470K - $565K
|
9.79K
$596K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.66KNew |
$464K - $558K
|
9.66K
$588K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
9.18KNew |
$441K - $530K
|
9.18K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.72K+ 14.59% |
$419K - $503K
|
68.5K
$4.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.66KNew |
$416K - $500K
|
8.66K
$527K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.65K+ 190.2% |
$416K - $500K
|
13.2K
$804K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.65K+ 1.26% |
$415K - $500K
|
693K
$42.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.64KNew |
$415K - $499K
|
8.64K
$526K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.57KNew |
$412K - $495K
|
8.57K
$522K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.35KNew |
$401K - $482K
|
8.35K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.19K+ 5.03% |
$393K - $473K
|
171K
$10.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
8.17K+ 8.53% |
$392K - $472K
|
104K
$6.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
8.15K+ 6.9% |
$391K - $471K
|
126K
$7.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.14KNew |
$391K - $470K
|
8.14K
$495K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.88K+ 6.88% |
$379K - $455K
|
122K
$7.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.72KNew |
$371K - $446K
|
7.72K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
7.71K+ 5.05% |
$370K - $445K
|
160K
$9.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.48K+ 4.73% |
$359K - $432K
|
165K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.31KNew |
$351K - $422K
|
7.31K
$445K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.21KNew |
$346K - $416K
|
7.21K
$439K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.07KNew |
$340K - $408K
|
7.07K
$430K
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
7.01KNew |
$337K - $405K
|
7.01K
$427K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.81K+ 11.49% |
$327K - $393K
|
66.1K
$4.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.49K+ 7.14% |
$312K - $375K
|
97.4K
$5.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.41K+ 2.11% |
$308K - $370K
|
311K
$18.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.92KNew |
$285K - $342K
|
5.92K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.92K+ 5234.51% |
$284K - $342K
|
6.03K
$367K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.91K+ 24.42% |
$284K - $341K
|
30.1K
$1.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5.76KNew |
$277K - $333K
|
5.76K
$351K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.68KNew |
$273K - $328K
|
5.68K
$345K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.53KNew |
$266K - $319K
|
5.53K
$337K
|