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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-514- 1.86% |
$26.9K - $31.9K
|
27.2K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-521- 3.38% |
$27.3K - $32.3K
|
14.9K
$906K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-525- 4.37% |
$27.5K - $32.5K
|
11.5K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-549- 6.45% |
$28.8K - $34K
|
7.97K
$485K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-550- 4.16% |
$28.8K - $34.1K
|
12.7K
$771K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-572- 57.95% |
$30K - $35.5K
|
415
$25.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-599- 13.35% |
$31.4K - $37.1K
|
3.89K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600- 0.71% |
$31.4K - $37.2K
|
83.8K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-611- 1.21% |
$32K - $37.9K
|
49.8K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-616- 0.49% |
$32.3K - $38.2K
|
126K
$7.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-632- 0.83% |
$33.1K - $39.2K
|
75.6K
$4.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-633- 1.21% |
$33.2K - $39.2K
|
51.7K
$3.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-643- 14.6% |
$33.7K - $39.9K
|
3.76K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-668- 4.1% |
$35K - $41.4K
|
15.6K
$951K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-702- 9.93% |
$36.8K - $43.5K
|
6.37K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-726- 0.87% |
$38K - $45K
|
82.9K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-730- 3.82% |
$38.2K - $45.2K
|
18.4K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-774- 15.28% |
$40.5K - $48K
|
4.29K
$261K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-813- 1.76% |
$42.6K - $50.4K
|
45.5K
$2.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-818- 16.03% |
$42.8K - $50.7K
|
4.29K
$261K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-850- 98.27% |
$44.5K - $52.7K
|
15
$913
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-868- 70.17% |
$45.5K - $53.8K
|
369
$22.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-880- 19.05% |
$46.1K - $54.5K
|
3.74K
$228K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-925- 5.29% |
$48.5K - $57.3K
|
16.6K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-930- 7.46% |
$48.7K - $57.6K
|
11.5K
$702K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-936- 11.26% |
$49K - $58K
|
7.38K
$449K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-944- 10.3% |
$49.4K - $58.5K
|
8.22K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-965- 59.6% |
$50.5K - $59.8K
|
654
$39.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1K- 15.99% |
$52.4K - $62K
|
5.25K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.07K- 0.78% |
$55.8K - $66K
|
136K
$8.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.09K- 9.43% |
$57K - $67.5K
|
10.5K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.1K- 0.63% |
$57.5K - $68K
|
173K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.19K- 0.98% |
$62.3K - $73.7K
|
120K
$7.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.2K- 12.18% |
$63K - $74.6K
|
8.67K
$528K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.33K- 13.68% |
$69.7K - $82.4K
|
8.39K
$511K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.33K- 2.79% |
$69.8K - $82.6K
|
46.4K
$2.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-1.39K- 1.19% |
$72.7K - $86K
|
116K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.43K- 5.64% |
$74.9K - $88.6K
|
23.9K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.44K- 2.66% |
$75.4K - $89.2K
|
52.6K
$3.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 19.45% |
$76.3K - $90.2K
|
6.03K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.47K- 3.85% |
$76.8K - $90.9K
|
36.7K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.47K- 10.12% |
$76.9K - $91K
|
13K
$794K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.51K- 3.26% |
$79.2K - $93.7K
|
44.9K
$2.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.59K- 30.51% |
$83.3K - $98.6K
|
3.62K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.65K- 30.89% |
$86.3K - $102K
|
3.68K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.67K- 0.77% |
$87.6K - $104K
|
214K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.68K- 11.47% |
$87.9K - $104K
|
13K
$788K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.73K- 2.25% |
$90.7K - $107K
|
75.3K
$4.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.75K- 2.66% |
$91.6K - $108K
|
64K
$3.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.79K- 10.91% |
$93.7K - $111K
|
14.6K
$889K
|