Purchases and Sales Made in Q4 2024 in Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

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
Jan 30, 2025 Q4 2024
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
647
+ 7.31%
$38.9K - $43.5K
9.49K $597K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
640
+ 86.14%
$38.5K - $43.1K
1.38K $87K
Jan 31, 2025 Q4 2024
Fedenia Advisers LLC

Madison, WI
BUY
 -
630
New
$37.9K - $42.4K
630 $39.6K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
593
+ 18.98%
$35.7K - $39.9K
3.72K $234K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
574
+ 14.61%
$34.5K - $38.6K
4.5K $283K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
556
+ 14.05%
$33.4K - $37.4K
4.51K $284K
Feb 11, 2025 Q4 2024
Running Point Capital Advisors, LLC

BUY
 -
555
+ 4269.23%
$33.4K - $37.4K
568 $35.7K
Feb 11, 2025 Q4 2024
Financial Counselors Inc

BUY
 -
552
+ 2.18%
$33.2K - $37.2K
25.8K $1.63M
Feb 10, 2025 Q4 2024
Family Firm, Inc.

BUY
 -
540
+ 2.22%
$32.5K - $36.3K
24.8K $1.56M
Feb 07, 2025 Q4 2024
Creekside Partners

Petaluma, CA
BUY
 -
538
+ 1.27%
$32.3K - $36.2K
42.8K $2.69M
Jan 13, 2025 Q4 2024
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
535
+ 1.42%
$32.2K - $36K
38.1K $2.4M
Jan 28, 2025 Q4 2024
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
517
+ 3.57%
$31.1K - $34.8K
15K $945K
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
516
+ 4300.0%
$31K - $34.7K
528 $33.2K
Jan 13, 2025 Q4 2024
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
510
+ 3.91%
$30.7K - $34.3K
13.6K $853K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
475
+ 2.17%
$28.6K - $32K
22.4K $1.41M
Feb 05, 2025 Q4 2024
Providence First Trust CO

BUY
 -
455
New
$27.4K - $30.6K
455 $28.6K
Feb 07, 2025 Q4 2024
Hm Payson & CO

Portland, ME
BUY
 -
440
+ 360.66%
$26.5K - $29.6K
562 $35.3K
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
435
+ 2.39%
$26.2K - $29.3K
18.6K $1.17M
Feb 13, 2025 Q4 2024
Covenant Partners, LLC

BUY
 -
429
+ 0.33%
$25.8K - $28.9K
132K $8.29M
Feb 14, 2025 Q4 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
389
+ 1.1%
$23.4K - $26.2K
35.7K $2.25M
Jan 14, 2025 Q4 2024
American National Bank

BUY
 -
370
New
$22.2K - $24.9K
370 $23.3K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
369
New
$22.2K - $24.8K
369 $23.2K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
337
New
$20.3K - $22.7K
337 $21.2K
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
333
New
$20K - $22.4K
333 $20.9K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
300
+ 1.25%
$18K - $20.2K
24.2K $1.52M
Feb 11, 2025 Q4 2024
Truepoint, Inc.

BUY
 -
286
+ 2.18%
$17.2K - $19.3K
13.4K $843K
Feb 11, 2025 Q4 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
285
+ 7.57%
$17.1K - $19.2K
4.05K $255K
Feb 06, 2025 Q4 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
270
+ 2.03%
$16.2K - $18.2K
13.5K $852K
Jan 22, 2025 Q4 2024
Kfa Private Wealth Group, LLC

BUY
 -
263
+ 6.38%
$15.8K - $17.7K
4.39K $276K
Feb 11, 2025 Q4 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
260
+ 6.89%
$15.6K - $17.5K
4.03K $254K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
243
+ 4.75%
$14.6K - $16.4K
5.36K $337K
Jan 27, 2025 Q4 2024
Oakworth Capital, Inc.

BUY
 -
237
+ 438.89%
$14.3K - $16K
291 $18.3K
Feb 12, 2025 Q4 2024
Wedbush Securities Inc

BUY
 -
233
+ 5.11%
$14K - $15.7K
4.79K $301K
Jan 16, 2025 Q4 2024
Schwab Charitable Fund

BUY
 -
231
+ 2.31%
$13.9K - $15.5K
10.2K $643K
Jan 29, 2025 Q4 2024
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
228
+ 34.39%
$13.7K - $15.3K
891 $56K
Jan 13, 2025 Q4 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
222
New
$13.3K - $14.9K
222 $14K
Jan 24, 2025 Q4 2024
Newton One Investments LLC

BUY
 -
209
New
$12.6K - $14.1K
209 $13.1K
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
206
+ 1.34%
$12.4K - $13.9K
15.5K $977K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
203
+ 1.73%
$12.2K - $13.7K
11.9K $751K
Feb 03, 2025 Q4 2024
Unionview, LLC

Seattle, WA
BUY
 -
202
+ 1.5%
$12.1K - $13.6K
13.7K $862K
Jan 28, 2025 Q4 2024
Newbridge Financial Services Group, Inc.

BUY
 -
200
New
$12K - $13.5K
200 $12.6K
Jan 23, 2025 Q4 2024
Alpha Omega Wealth Management LLC

BUY
 -
198
+ 2.04%
$11.9K - $13.3K
9.92K $624K
Feb 11, 2025 Q4 2024
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
198
+ 0.69%
$11.9K - $13.3K
29K $1.82M
Feb 12, 2025 Q4 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
195
New
$11.7K - $13.1K
195 $12.3K
Feb 13, 2025 Q4 2024
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
192
+ 1.5%
$11.5K - $12.9K
13K $819K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
192
+ 14.66%
$11.5K - $12.9K
1.5K $94.5K
Feb 14, 2025 Q4 2024
S&T Bank

Indiana, PA
BUY
 -
191
New
$11.5K - $12.9K
191 $12K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
177
New
$10.6K - $11.9K
177 $11.1K
Feb 14, 2025 Q4 2024
Elyxium Wealth, LLC

San Mateo, CA
BUY
 -
175
+ 0.59%
$10.5K - $11.8K
29.9K $1.88M

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