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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.2M+ 1121.83% |
$72.3M - $81.9M
|
1.31M
$80M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-188- 2.73% |
$11.3K - $12.8K
|
6.7K
$409K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.32KNew |
$380K - $431K
|
6.32K
$386K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
334KNew |
$20.1M - $22.8M
|
334K
$20.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-30.9K- 5.13% |
$1.86M - $2.11M
|
572K
$34.9M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.16K- 11.07% |
$370K - $420K
|
49.5K
$3.02M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.16KNew |
$190K - $215K
|
3.16K
$193K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.8K- 14.02% |
$1.49M - $1.69M
|
152K
$9.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.83K- 3.65% |
$170K - $193K
|
74.6K
$4.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.67K- 31.37% |
$100K - $114K
|
3.65K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-116K- 82.63% |
$6.96M - $7.89M
|
24.3K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
716+ 4.1% |
$43.1K - $48.8K
|
18.2K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12.5K+ 16.47% |
$754K - $855K
|
88.7K
$5.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
33.5K+ 5.22% |
$2.01M - $2.28M
|
674K
$41.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-861- 48.13% |
$51.8K - $58.7K
|
928
$56.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-10.5K- 3.61% |
$631K - $716K
|
281K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-440- 0.81% |
$26.5K - $30K
|
54K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7K+ 57.83% |
$765K - $867K
|
34.7K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12New |
$722 - $818
|
12
$733
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-457- 1.35% |
$27.5K - $31.2K
|
33.4K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.18K- 5.5% |
$492K - $558K
|
141K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-187K- 18.24% |
$11.2M - $12.8M
|
839K
$51.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 6.28% |
$72.2K - $81.9K
|
17.9K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-320- 0.94% |
$19.2K - $21.8K
|
33.6K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-70.5K- 30.04% |
$4.24M - $4.81M
|
164K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$902K - $1.02M
|
15K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.52K- 11.12% |
$152K - $172K
|
20.2K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.83K- 9.91% |
$170K - $193K
|
25.7K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-323K- 9.04% |
$19.4M - $22M
|
3.25M
$199M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 3.96% |
$2.72M - $3.09M
|
1.1M
$67.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-258- 1.93% |
$15.5K - $17.6K
|
13.1K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.93K- 5.92% |
$116K - $132K
|
30.7K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.93K- 1.98% |
$116K - $131K
|
95.3K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-720- 7.86% |
$43.3K - $49.1K
|
8.44K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.8K+ 12.62% |
$5.46M - $6.19M
|
811K
$49.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.83K+ 8.27% |
$411K - $466K
|
89.5K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.09% |
$1.5K - $1.7K
|
28.8K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
116+ 2.71% |
$6.98K - $7.91K
|
4.4K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-90- 0.4% |
$5.41K - $6.14K
|
22.7K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.32K+ 2.44% |
$200K - $226K
|
140K
$8.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
327+ 3.85% |
$19.7K - $22.3K
|
8.83K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-47.3K- 14.91% |
$2.84M - $3.22M
|
270K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.24K+ 1.18% |
$495K - $562K
|
706K
$43.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
202+ 0.19% |
$12.1K - $13.8K
|
108K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.32K+ 3.09% |
$440K - $499K
|
244K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.42KNew |
$446K - $506K
|
7.42K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-563- 12.07% |
$33.9K - $38.4K
|
4.1K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
364K+ 112.4% |
$21.9M - $24.8M
|
687K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
34.5KNew |
$2.08M - $2.35M
|
34.5K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111K- 5.69% |
$6.7M - $7.6M
|
1.85M
$113M
|