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 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.48K+ 47.99% |
$167K - $201K
|
10.7K
$653K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.28K+ 11.73% |
$158K - $190K
|
31.3K
$1.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.19K+ 16.32% |
$153K - $184K
|
22.7K
$1.38M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.88KNew |
$138K - $166K
|
2.88K
$175K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.87KNew |
$138K - $166K
|
2.87K
$175K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.81K+ 1046.1% |
$135K - $163K
|
3.08K
$188K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.76K+ 51.97% |
$133K - $160K
|
8.08K
$492K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
2.72K+ 42.42% |
$131K - $157K
|
9.13K
$556K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.53K+ 11.04% |
$122K - $146K
|
25.5K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.47K+ 15.71% |
$119K - $143K
|
18.2K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.44K+ 158.48% |
$117K - $141K
|
3.98K
$242K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.44K+ 5.88% |
$117K - $141K
|
43.9K
$2.67M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.43KNew |
$116K - $140K
|
2.43K
$148K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.38KNew |
$114K - $137K
|
2.38K
$145K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.32KNew |
$112K - $134K
|
2.32K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.19K+ 6.15% |
$105K - $126K
|
37.7K
$2.3M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.11K+ 7.71% |
$101K - $122K
|
29.4K
$1.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.06K+ 2.12% |
$99.1K - $119K
|
99.2K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.03KNew |
$97.4K - $117K
|
2.03K
$123K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.01KNew |
$96.3K - $116K
|
2.01K
$122K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.95K+ 11.38% |
$93.8K - $113K
|
19.1K
$1.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.92K+ 9.74% |
$92.3K - $111K
|
21.7K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.89K+ 1.22% |
$90.6K - $109K
|
156K
$9.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.87KNew |
$89.9K - $108K
|
1.87K
$114K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.85K+ 2.76% |
$88.7K - $107K
|
68.8K
$4.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.84KNew |
$88.3K - $106K
|
1.84K
$112K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77K+ 33.49% |
$85K - $102K
|
7.05K
$429K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.77K+ 8.88% |
$85K - $102K
|
21.7K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.76K+ 14.77% |
$84.7K - $102K
|
13.7K
$834K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.73K+ 14.94% |
$83.2K - $100K
|
13.3K
$811K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.71K+ 1.35% |
$81.9K - $98.5K
|
128K
$7.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.6K+ 35.09% |
$76.8K - $92.4K
|
6.16K
$375K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.59K+ 9.86% |
$76.5K - $92K
|
17.7K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.58K+ 3.33% |
$75.7K - $91K
|
48.8K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
1.54K+ 2.47% |
$74K - $89K
|
63.8K
$3.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.52K+ 2.88% |
$73K - $87.8K
|
54.3K
$3.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 21.33% |
$67.8K - $81.5K
|
8.03K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.4K+ 17.92% |
$67.1K - $80.7K
|
9.19K
$559K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.39K+ 12.07% |
$66.9K - $80.5K
|
12.9K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.37K+ 6.33% |
$65.7K - $79K
|
23K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.35K+ 2.69% |
$64.6K - $77.7K
|
51.3K
$3.12M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
1.23K+ 2.83% |
$59.1K - $71K
|
44.7K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 5595.0% |
$53.7K - $64.6K
|
1.14K
$69.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.12K+ 7.31% |
$53.7K - $64.6K
|
16.4K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.08K+ 18.07% |
$51.9K - $62.4K
|
7.06K
$430K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 80.53% |
$50K - $60.2K
|
2.34K
$142K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.01KNew |
$48.3K - $58K
|
1.01K
$61.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
997New |
$47.9K - $57.6K
|
997
$60.7K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
970+ 0.13% |
$46.6K - $56K
|
721K
$43.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
943+ 56.67% |
$45.3K - $54.5K
|
2.61K
$159K
|