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
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.46KNew |
$262K - $316K
|
5.46K
$333K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.32K+ 17.43% |
$256K - $308K
|
35.9K
$2.18M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.29KNew |
$254K - $306K
|
5.29K
$322K
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.23K+ 16.23% |
$251K - $302K
|
37.5K
$2.28M
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.23KNew |
$251K - $302K
|
5.23K
$318K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.21K+ 3.94% |
$250K - $301K
|
137K
$8.36M
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.16KNew |
$248K - $298K
|
5.16K
$314K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.94K+ 32.74% |
$237K - $286K
|
20K
$1.22M
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
4.93K+ 109.2% |
$237K - $285K
|
9.44K
$575K
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.84K+ 42.68% |
$232K - $279K
|
16.2K
$984K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
4.75KNew |
$228K - $274K
|
4.75K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.74K+ 5.63% |
$228K - $274K
|
89K
$5.42M
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.69K+ 18.41% |
$225K - $271K
|
30.2K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.63K+ 50.64% |
$223K - $268K
|
13.8K
$839K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.62K+ 112.52% |
$222K - $267K
|
8.72K
$531K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.5KNew |
$216K - $260K
|
4.5K
$274K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.35K+ 0.88% |
$209K - $251K
|
500K
$30.4M
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.34KNew |
$208K - $251K
|
4.34K
$264K
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.32K+ 66.32% |
$207K - $249K
|
10.8K
$659K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.31K+ 9.57% |
$207K - $249K
|
49.3K
$3M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.3KNew |
$206K - $248K
|
4.3K
$262K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.27KNew |
$205K - $246K
|
4.27K
$260K
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.26KNew |
$205K - $246K
|
4.26K
$259K
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.22K+ 5.01% |
$203K - $244K
|
88.5K
$5.39M
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.14KNew |
$199K - $239K
|
4.14K
$252K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.08K+ 4.89% |
$196K - $235K
|
87.4K
$5.32M
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.06KNew |
$195K - $234K
|
4.06K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.05KNew |
$194K - $234K
|
4.05K
$246K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4KNew |
$192K - $231K
|
4K
$244K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4KNew |
$192K - $231K
|
4K
$244K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3.91KNew |
$188K - $226K
|
3.91K
$238K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$187K - $225K
|
3.9K
$237K
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.88K+ 82.76% |
$187K - $224K
|
8.58K
$522K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.88K+ 28.89% |
$186K - $224K
|
17.3K
$1.05M
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.84K+ 9.35% |
$184K - $222K
|
44.8K
$2.73M
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.82KNew |
$183K - $220K
|
3.82K
$232K
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.79KNew |
$182K - $219K
|
3.79K
$230K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.74KNew |
$180K - $216K
|
3.74K
$228K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.69KNew |
$177K - $213K
|
3.69K
$225K
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.66KNew |
$176K - $212K
|
3.66K
$223K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.66K+ 2.31% |
$176K - $211K
|
162K
$9.85M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.64K+ 22.8% |
$175K - $210K
|
19.6K
$1.19M
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.62KNew |
$174K - $209K
|
3.62K
$220K
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.6KNew |
$173K - $208K
|
3.6K
$219K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$173K - $208K
|
3.6K
$219K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.59KNew |
$172K - $207K
|
3.59K
$218K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.58KNew |
$172K - $206K
|
3.58K
$218K
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.57KNew |
$171K - $206K
|
3.57K
$217K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.54K+ 64.63% |
$170K - $204K
|
9.01K
$548K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.53KNew |
$169K - $204K
|
3.53K
$215K
|