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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.8KNew |
$229K - $259K
|
3.8K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
48+ 1.08% |
$2.89K - $3.27K
|
4.47K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-869- 13.5% |
$52.3K - $59.2K
|
5.57K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
61KNew |
$3.67M - $4.16M
|
61K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
697New |
$41.9K - $47.5K
|
697
$53.2K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-126- 1.45% |
$7.58K - $8.59K
|
8.58K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-45- 1.15% |
$2.71K - $3.07K
|
3.86K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
331New |
$19.9K - $22.6K
|
331
$25.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
346New |
$20.8K - $23.6K
|
346
$26.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.87KNew |
$473K - $536K
|
7.87K
$601K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-469- 1.94% |
$28.2K - $32K
|
23.7K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
326New |
$19.6K - $22.2K
|
326
$24.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-104- 31.61% |
$6.25K - $7.09K
|
225
$17.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
410New |
$24.7K - $27.9K
|
410
$31.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.84K+ 10.96% |
$411K - $466K
|
69.3K
$5.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
3.02KNew |
$182K - $206K
|
3.02K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-95- 3.23% |
$5.71K - $6.48K
|
2.85K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-37- 1.07% |
$2.22K - $2.52K
|
3.41K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.32K- 7.99% |
$140K - $158K
|
26.7K
$2.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-16- 28.57% |
$962 - $1.09K
|
40
$3.05K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.7K+ 6670.0% |
$2.09M - $2.36M
|
35.2K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-447- 62.0% |
$26.9K - $30.5K
|
274
$20.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
750New |
$45.1K - $51.1K
|
750
$57.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
359+ 0.77% |
$21.6K - $24.5K
|
47.2K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
25.3KNew |
$1.52M - $1.72M
|
25.3K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.18K- 4.78% |
$252K - $285K
|
83.3K
$6.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
78.1K+ 93.38% |
$4.69M - $5.32M
|
162K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-190- 2.03% |
$11.4K - $13K
|
9.16K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
90+ 4.11% |
$5.41K - $6.14K
|
2.28K
$174K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-28- 14.0% |
$1.68K - $1.91K
|
172
$13.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-410- 11.82% |
$24.7K - $27.9K
|
3.06K
$234K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
43New |
$2.59K - $2.93K
|
43
$3.28K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
3.32K+ 1.51% |
$200K - $226K
|
224K
$17.1M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.92K- 35.87% |
$115K - $131K
|
3.43K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
606+ 2.66% |
$36.4K - $41.3K
|
23.4K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.17K- 26.65% |
$70.1K - $79.5K
|
3.21K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
278New |
$16.7K - $19K
|
278
$21.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-63- 16.28% |
$3.79K - $4.29K
|
324
$24.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9.53K+ 12.13% |
$573K - $650K
|
88.1K
$6.72M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
87New |
$5.26K - $5.64K
|
87
$6.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
4.58KNew |
$277K - $297K
|
4.58K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.44KNew |
$329K - $353K
|
5.44K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.57K- 14.86% |
$94.9K - $102K
|
9K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-50- 0.89% |
$3.02K - $3.24K
|
5.57K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.53KNew |
$153K - $164K
|
2.53K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.35% |
$242 - $259
|
300
$22.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29New |
$1.75K - $1.88K
|
29
$2.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
58New |
$3.51K - $3.76K
|
58
$4.43K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
861New |
$52.1K - $55.8K
|
861
$65.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.62KNew |
$340K - $364K
|
5.62K
$429K
|
|