Latest Institutional Transactions on Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Eafe Small Cap (SCZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
11+ 0.15% |
$661 - $740
|
7.42K
$491K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.27K+ 0.93% |
$76.2K - $85.3K
|
138K
$9.09M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.18KNew |
$70.9K - $79.4K
|
1.18K
$77.9K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
128+ 0.74% |
$7.7K - $8.62K
|
17.5K
$1.16M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.38K+ 4.74% |
$324K - $362K
|
119K
$7.86M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
174+ 9.91% |
$10.5K - $11.7K
|
1.93K
$128K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$60.1 - $67.3
|
1
$66.1
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6.97KNew |
$419K - $469K
|
6.97K
$460K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.78M- 98.24% |
$287M - $322M
|
85.4K
$5.65M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
712KNew |
$42.8M - $47.9M
|
712K
$47M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2- 0.03% |
$120 - $135
|
6.17K
$408K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$6.01K - $6.73K
|
100
$6.61K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.07K- 14.38% |
$64.3K - $72K
|
6.37K
$421K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10New |
$601 - $673
|
10
$661
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-22K- 54.21% |
$1.32M - $1.48M
|
18.6K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.56K+ 7.91% |
$154K - $172K
|
34.9K
$2.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.44KNew |
$267K - $299K
|
4.44K
$293K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.47KNew |
$209K - $234K
|
3.47K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8K+ 13.47% |
$772K - $864K
|
108K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-437- 7.51% |
$26.3K - $29.4K
|
5.38K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
253K+ 154.08% |
$15.2M - $17M
|
417K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34.7K+ 99.8% |
$2.08M - $2.33M
|
69.4K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 69.35% |
$2.68M - $3M
|
109K
$7.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 6.65% |
$134K - $150K
|
35.8K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$647K - $724K
|
10.8K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.8K- 31.15% |
$228K - $256K
|
8.4K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.62K- 22.78% |
$458K - $513K
|
25.8K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.33% |
$60.1 - $67.3
|
44
$2.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.16% |
$1.92K - $2.15K
|
20.2K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-19.4K- 13.82% |
$1.17M - $1.31M
|
121K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.6K- 6.22% |
$96.1K - $108K
|
24.1K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.5M+ 81.21% |
$90.2M - $101M
|
3.35M
$221M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-259- 1.76% |
$15.6K - $17.4K
|
14.5K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10K+ 4.01% |
$603K - $675K
|
260K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.66K- 27.03% |
$99.6K - $112K
|
4.47K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.87K+ 25.22% |
$113K - $126K
|
9.3K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-20.5K- 16.93% |
$1.24M - $1.38M
|
101K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.3K+ 1.24% |
$319K - $357K
|
435K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
42.6K+ 6.33% |
$2.56M - $2.87M
|
717K
$47.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.84K+ 11.05% |
$291K - $326K
|
48.7K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
231K+ 27.58% |
$13.9M - $15.6M
|
1.07M
$70.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.8K- 14.59% |
$1.61M - $1.81M
|
157K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-232- 5.89% |
$14K - $15.6K
|
3.71K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.49K+ 26.49% |
$89.5K - $100K
|
7.11K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.79K+ 24.18% |
$168K - $188K
|
14.3K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.18K+ 117.72% |
$312K - $349K
|
9.58K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
191New |
$11.5K - $12.9K
|
191
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.18K- 0.73% |
$492K - $551K
|
1.12M
$73.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-24- 0.46% |
$1.44K - $1.62K
|
5.24K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.81K- 11.73% |
$229K - $256K
|
28.7K
$1.9M
|