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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.46K- 50.46% |
$426K - $542K
|
7.32K
$559K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 3.64% |
$65.7K - $83.5K
|
32.7K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 1.49% |
$1.6K - $2.04K
|
1.9K
$145K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-14- 30.43% |
$800 - $1.02K
|
32
$2.44K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
24New |
$1.37K - $1.74K
|
24
$1.83K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-470- 18.21% |
$26.9K - $34.2K
|
2.11K
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19- 51.35% |
$1.09K - $1.38K
|
18
$1.37K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 11.0% |
$5.71K - $7.27K
|
1.01K
$77K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13+ 9.7% |
$743 - $945
|
147
$11.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-993- 4.0% |
$56.7K - $72.2K
|
23.8K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-43- 2.35% |
$2.46K - $3.13K
|
1.79K
$136K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
18.4K+ 203.29% |
$1.05M - $1.34M
|
27.4K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-282- 7.97% |
$16.1K - $20.5K
|
3.26K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.8K+ 2.31% |
$957K - $1.22M
|
741K
$56.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-550- 3.21% |
$31.4K - $40K
|
16.6K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.28KNew |
$187K - $238K
|
3.28K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$1.56M - $1.98M
|
27.3K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$176K - $224K
|
3.08K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
216+ 266.67% |
$12.3K - $15.7K
|
297
$22.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.11% |
$114 - $145
|
1.86K
$142K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.34KNew |
$191K - $242K
|
3.34K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.63K+ 36.22% |
$93.3K - $119K
|
6.14K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.27% |
$57.1 - $72.7
|
45
$3.44K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-210- 5.65% |
$12K - $15.3K
|
3.5K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
155+ 1.99% |
$8.86K - $11.3K
|
7.93K
$605K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-172- 1.79% |
$9.83K - $12.5K
|
9.41K
$719K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-20- 1.24% |
$1.14K - $1.45K
|
1.59K
$122K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-62- 3.18% |
$3.54K - $4.51K
|
1.89K
$144K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
172New |
$9.83K - $12.5K
|
172
$13.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-352- 2.95% |
$20.1K - $25.6K
|
11.6K
$883K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-357- 9.31% |
$20.4K - $25.9K
|
3.48K
$266K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.14K- 4.11% |
$236K - $301K
|
96.6K
$7.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.44% |
$343 - $436
|
422
$32.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.52K+ 126000.0% |
$144K - $183K
|
2.52K
$193K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-16- 9.41% |
$914 - $1.16K
|
154
$11.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-12- 2.27% |
$686 - $872
|
516
$39.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.59KNew |
$262K - $334K
|
4.59K
$351K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
139New |
$7.94K - $10.1K
|
139
$10.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
738New |
$42.2K - $53.6K
|
738
$56.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.02K- 91.09% |
$116K - $147K
|
198
$15.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.39% |
$114 - $145
|
508
$38.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
7.58KNew |
$433K - $551K
|
7.58K
$579K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
137+ 1.52% |
$7.83K - $9.96K
|
9.16K
$699K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-65- 1.54% |
$3.71K - $4.72K
|
4.15K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 1.3% |
$114 - $145
|
156
$11.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 0.91% |
$1.71K - $2.18K
|
3.32K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49New |
$2.8K - $3.56K
|
49
$3.74K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31+ 2.63% |
$1.77K - $2.25K
|
1.21K
$92.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
112+ 0.42% |
$6.4K - $8.14K
|
26.6K
$2.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
25+ 0.71% |
$1.43K - $1.82K
|
3.54K
$270K
|
|