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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
527+ 605.75% |
$31.2K - $33.5K
|
614
$37.5K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.57K- 10.78% |
$329K - $354K
|
46.1K
$2.82M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
867+ 6.24% |
$51.3K - $55.1K
|
14.8K
$902K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.52KNew |
$208K - $224K
|
3.52K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-150- 36.14% |
$8.87K - $9.54K
|
265
$16.2K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-4.05K- 28.52% |
$240K - $258K
|
10.2K
$621K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.25K+ 28.64% |
$311K - $334K
|
23.6K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
300New |
$17.7K - $19.1K
|
300
$18.3K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-684- 46.69% |
$40.5K - $43.5K
|
781
$47.7K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.71KNew |
$220K - $236K
|
3.71K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.1K+ 6.64% |
$361K - $388K
|
97.9K
$5.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.64K+ 29.96% |
$96.8K - $104K
|
7.1K
$434K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 8.56% |
$946 - $1.02K
|
171
$10.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76+ 158.33% |
$4.5K - $4.83K
|
124
$7.58K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
67New |
$3.96K - $4.26K
|
67
$4.09K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.27K+ 1.61% |
$75.3K - $80.9K
|
80.4K
$4.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.99% |
$473 - $509
|
819
$50K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.67K- 9.69% |
$276K - $297K
|
43.5K
$2.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 25.9% |
$85.4K - $91.7K
|
4.13K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
54New |
$3.19K - $3.43K
|
54
$3.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
500New |
$29.6K - $31.8K
|
500
$30.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-396- 21.26% |
$23.4K - $25.2K
|
1.47K
$89.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
203+ 3.33% |
$12K - $12.9K
|
6.31K
$385K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
159+ 25.4% |
$9.4K - $10.1K
|
785
$48K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
208+ 3.84% |
$12.3K - $13.2K
|
5.62K
$343K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 5.82% |
$946 - $1.02K
|
259
$15.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-201- 0.45% |
$11.9K - $12.8K
|
44.1K
$2.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-35.4K- 55.01% |
$2.09M - $2.25M
|
29K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.54K+ 21.16% |
$150K - $161K
|
14.5K
$889K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
121New |
$7.16K - $7.69K
|
121
$7.39K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-142- 0.2% |
$8.4K - $9.03K
|
70.7K
$4.32M
|
|
| Q4 2023 | |||||||
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.1KNew |
$580K - $686K
|
11.1K
$677K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.89% |
$157 - $186
|
162
$9.9K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$92.3K - $109K
|
1.76K
$108K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
123+ 12300.0% |
$6.44K - $7.62K
|
124
$7.58K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
86New |
$4.5K - $5.33K
|
86
$5.25K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
260New |
$13.6K - $16.1K
|
260
$15.9K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$13.7K - $16.2K
|
261
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.89% |
$3.04K - $3.59K
|
6.56K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-549- 6.45% |
$28.8K - $34K
|
7.97K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8New |
$419 - $496
|
8
$489
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
70.4KNew |
$3.69M - $4.36M
|
70.4K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
650KNew |
$34M - $40.3M
|
650K
$39.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
166KNew |
$8.72M - $10.3M
|
166K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
8.03K+ 7.36% |
$420K - $497K
|
117K
$7.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$199K - $236K
|
3.8K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.36KNew |
$176K - $208K
|
3.36K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
219+ 1564.29% |
$11.5K - $13.6K
|
233
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.03K+ 6866.67% |
$54K - $63.8K
|
1.05K
$63.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.09KNew |
$267K - $316K
|
5.09K
$311K
|
|