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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-258- 2.71% |
$14.7K - $18.8K
|
9.25K
$706K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
17+ 1.59% |
$971 - $1.24K
|
1.09K
$83K
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
15+ 50.0% |
$889 - $991
|
45
$3.44K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.42KNew |
$84.1K - $93.7K
|
1.42K
$108K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-676- 4.85% |
$40.1K - $44.7K
|
13.3K
$1.01M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.2KNew |
$249K - $277K
|
4.2K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
134+ 67.0% |
$7.94K - $8.86K
|
334
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-55- 9.68% |
$3.26K - $3.64K
|
513
$39.2K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.94K- 10.1% |
$412K - $459K
|
61.8K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$601K - $670K
|
10.1K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
12KNew |
$709K - $790K
|
12K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
79.5K+ 34126.18% |
$4.71M - $5.26M
|
79.7K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-80- 0.55% |
$4.74K - $5.29K
|
14.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
41.2K+ 908.56% |
$2.44M - $2.72M
|
45.7K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-730- 8.41% |
$43.3K - $48.3K
|
7.95K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.06KNew |
$241K - $269K
|
4.06K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
290+ 7.17% |
$17.2K - $19.2K
|
4.34K
$331K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.8K- 8.13% |
$107K - $119K
|
20.3K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
180New |
$10.7K - $11.9K
|
180
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-41- 0.31% |
$2.43K - $2.71K
|
13K
$991K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-632- 29.15% |
$37.5K - $41.8K
|
1.54K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.5K- 24.36% |
$89K - $99.3K
|
4.67K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
13.7KNew |
$814K - $908K
|
13.7K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
63New |
$3.73K - $4.16K
|
63
$4.81K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
124New |
$7.35K - $8.2K
|
124
$9.47K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.52KNew |
$209K - $233K
|
3.52K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-13.4K- 45.68% |
$792K - $883K
|
15.9K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
204KNew |
$12.1M - $13.5M
|
204K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-30.3K- 81.74% |
$1.8M - $2M
|
6.77K
$517K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-185K- 20.44% |
$11M - $12.2M
|
720K
$55M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.6% |
$2.37K - $2.64K
|
6.61K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-220- 39.57% |
$13K - $14.5K
|
336
$25.7K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
422+ 8.47% |
$25K - $27.9K
|
5.4K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
68New |
$4.03K - $4.49K
|
68
$5.19K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-41- 2.42% |
$2.43K - $2.71K
|
1.65K
$126K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-56- 20.14% |
$3.32K - $3.7K
|
222
$16.9K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
562+ 5.07% |
$33.3K - $37.1K
|
11.6K
$888K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-62.9K- 89.69% |
$3.73M - $4.16M
|
7.23K
$552K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-271- 6.92% |
$16.1K - $17.9K
|
3.64K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.13K- 41.6% |
$422K - $471K
|
10K
$764K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-914- 12.74% |
$54.2K - $60.4K
|
6.26K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-228- 25.59% |
$13.5K - $15.1K
|
663
$50.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$296 - $331
|
5
$382
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3- 0.13% |
$178 - $198
|
2.33K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.15KNew |
$187K - $208K
|
3.15K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
394+ 27.86% |
$23.4K - $26K
|
1.81K
$138K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.37K- 5.29% |
$81K - $90.4K
|
24.5K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$356 - $397
|
6
$458
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.4K- 6.53% |
$82.8K - $92.3K
|
20K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 97.11% |
$108K - $120K
|
54
$4.12K
|
|