Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-80- 10.77% |
$4.19K - $4.96K
|
663
$40.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-83- 0.34% |
$4.35K - $5.14K
|
24K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-84- 1.63% |
$4.4K - $5.21K
|
5.05K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-86- 77.48% |
$4.5K - $5.33K
|
25
$1.52K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-91- 0.61% |
$4.77K - $5.64K
|
14.7K
$897K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-92- 1.03% |
$4.82K - $5.7K
|
8.85K
$538K
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-97- 0.58% |
$5.08K - $6.01K
|
16.6K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-97- 0.58% |
$5.08K - $6.01K
|
16.6K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-107- 0.75% |
$5.6K - $6.63K
|
14.2K
$865K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-107- 5.72% |
$5.6K - $6.63K
|
1.76K
$107K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-125- 1.62% |
$6.55K - $7.75K
|
7.59K
$462K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-127- 3.48% |
$6.65K - $7.87K
|
3.53K
$215K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-131- 0.39% |
$6.86K - $8.12K
|
33.4K
$2.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-134- 0.9% |
$7.02K - $8.31K
|
14.7K
$897K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-143- 60.85% |
$7.49K - $8.86K
|
92
$5.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-150- 3.29% |
$7.86K - $9.3K
|
4.41K
$268K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-169- 2.03% |
$8.85K - $10.5K
|
8.18K
$498K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-176- 78.57% |
$9.22K - $10.9K
|
48
$2.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-178- 1.86% |
$9.32K - $11K
|
9.4K
$572K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-194- 1.56% |
$10.2K - $12K
|
12.3K
$747K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-196- 24.32% |
$10.3K - $12.1K
|
610
$37.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-200- 0.65% |
$10.5K - $12.4K
|
30.7K
$1.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-221- 0.38% |
$11.6K - $13.7K
|
57.8K
$3.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-226- 3.11% |
$11.8K - $14K
|
7.04K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-230- 0.95% |
$12K - $14.3K
|
24K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-250- 3.52% |
$13.1K - $15.5K
|
6.86K
$417K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 0.47% |
$13.1K - $15.5K
|
52.8K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250- 0.47% |
$13.1K - $15.5K
|
52.8K
$3.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-250- 0.75% |
$13.1K - $15.5K
|
32.9K
$2M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-251- 2.87% |
$13.1K - $15.6K
|
8.49K
$517K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-254- 2.28% |
$13.3K - $15.7K
|
10.9K
$661K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-271- 7.27% |
$14.2K - $16.8K
|
3.46K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-273- 4.67% |
$14.3K - $16.9K
|
5.57K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-303- 0.43% |
$15.9K - $18.8K
|
70.7K
$4.31M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-307- 3.55% |
$16.1K - $19K
|
8.35K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-352- 1.83% |
$18.4K - $21.8K
|
18.9K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-352- 1.39% |
$18.4K - $21.8K
|
25K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-361- 2.11% |
$18.9K - $22.4K
|
16.7K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-371- 5.09% |
$19.4K - $23K
|
6.92K
$421K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-395- 4.05% |
$20.7K - $24.5K
|
9.36K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-399- 2.3% |
$20.9K - $24.7K
|
17K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-408- 3.14% |
$21.4K - $25.3K
|
12.6K
$765K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-412- 62.24% |
$21.6K - $25.5K
|
250
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-425- 4.46% |
$22.3K - $26.3K
|
9.11K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-433- 0.42% |
$22.7K - $26.8K
|
103K
$6.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-435- 9.08% |
$22.8K - $27K
|
4.36K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-438- 19.79% |
$22.9K - $27.1K
|
1.78K
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-450- 69.23% |
$23.6K - $27.9K
|
200
$12.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-465- 11.35% |
$24.4K - $28.8K
|
3.63K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-491- 0.55% |
$25.7K - $30.4K
|
88.4K
$5.38M
|