Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 6.65% |
$134K - $150K
|
35.8K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.23KNew |
$134K - $150K
|
2.23K
$140K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.18K+ 20.48% |
$131K - $147K
|
12.8K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.16K+ 1.53% |
$130K - $146K
|
143K
$9.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.11K+ 11.99% |
$127K - $142K
|
19.7K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2K+ 2.67% |
$120K - $134K
|
76.6K
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.89K+ 8.26% |
$113K - $127K
|
24.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.87K+ 25.22% |
$113K - $126K
|
9.3K
$585K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.84K+ 2.92% |
$111K - $124K
|
64.8K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.83K+ 6.35% |
$110K - $123K
|
30.7K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 18.73% |
$99.5K - $111K
|
10.5K
$659K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.64K+ 2.53% |
$98.3K - $110K
|
66.1K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
1.6K+ 24.08% |
$96.2K - $108K
|
8.25K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.56K+ 30.61% |
$93.7K - $105K
|
6.65K
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.53K+ 1.22% |
$92.2K - $103K
|
127K
$8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.52K+ 1.51% |
$91.4K - $102K
|
102K
$6.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.5K+ 8.25% |
$90K - $101K
|
19.6K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.49K+ 26.49% |
$89.5K - $100K
|
7.11K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.48K+ 24.53% |
$89.1K - $99.8K
|
7.52K
$473K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.44K+ 4.41% |
$86.8K - $97.1K
|
34.2K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 3.9% |
$85.9K - $96.2K
|
38K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.35K+ 2.63% |
$81.2K - $90.9K
|
52.7K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.34KNew |
$80.7K - $90.3K
|
1.34K
$84.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.32K+ 6.54% |
$79.1K - $88.6K
|
21.4K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.31K+ 5.62% |
$78.5K - $87.8K
|
24.5K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.21K+ 3.4% |
$72.9K - $81.6K
|
36.9K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.14K+ 15.81% |
$68.4K - $76.6K
|
8.34K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.14K+ 2.65% |
$68.3K - $76.5K
|
44K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.11KNew |
$66.7K - $74.7K
|
1.11K
$69.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 37.29% |
$65.5K - $73.4K
|
4.01K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.08K+ 28.51% |
$64.6K - $72.4K
|
4.85K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.07K+ 2.7% |
$64.6K - $72.3K
|
40.8K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.02K+ 11.11% |
$61.2K - $68.5K
|
10.2K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.02K+ 0.83% |
$61K - $68.3K
|
124K
$7.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
953New |
$57.3K - $64.1K
|
953
$59.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
930+ 6.56% |
$55.9K - $62.6K
|
15.1K
$951K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
916+ 0.34% |
$55.1K - $61.7K
|
271K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
902+ 11.64% |
$54.2K - $60.7K
|
8.65K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
850New |
$51.1K - $57.2K
|
850
$53.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
840+ 1.76% |
$50.5K - $56.5K
|
48.5K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
832+ 6.63% |
$50K - $56K
|
13.4K
$841K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
816+ 9.6% |
$49.1K - $54.9K
|
9.32K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
809+ 1.85% |
$48.6K - $54.5K
|
44.4K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
795New |
$47.8K - $53.5K
|
795
$50K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
789+ 18.68% |
$47.4K - $53.1K
|
5.01K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
770New |
$46.3K - $51.8K
|
770
$48.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
755+ 2.34% |
$45.4K - $50.8K
|
33.1K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
717+ 10.1% |
$43.1K - $48.3K
|
7.82K
$492K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
669+ 1.96% |
$40.2K - $45K
|
34.8K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
656New |
$39.4K - $44.2K
|
656
$41.3K
|