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 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$57.9 - $61.3
|
33
$2.02K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-21Closed |
$1.19K - $1.31K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1KClosed |
$56.5K - $62.2K
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.33KClosed |
$414K - $456K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 1.5% |
$3.17K - $3.48K
|
3.8K
$232K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-468- 94.74% |
$26.5K - $29.1K
|
26
$1.59K
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
13.7K+ 79.68% |
$772K - $850K
|
30.8K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
517KNew |
$29.2M - $32.2M
|
517K
$31.6M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.53KNew |
$200K - $220K
|
3.53K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.7KNew |
$266K - $292K
|
4.7K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.36K- 12.96% |
$133K - $147K
|
15.8K
$967K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-84- 3.95% |
$4.75K - $5.23K
|
2.04K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97New |
$5.48K - $6.04K
|
97
$5.93K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
501+ 0.65% |
$28.3K - $31.2K
|
77.4K
$4.73M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.92K- 98.13% |
$334K - $368K
|
113
$6.9K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
88New |
$4.97K - $5.48K
|
88
$5.38K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.36KNew |
$190K - $209K
|
3.36K
$205K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.63KNew |
$205K - $226K
|
3.63K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$226 - $249
|
4
$244
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 2.34% |
$339 - $373
|
250
$15.3K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.41KNew |
$193K - $212K
|
3.41K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.87K+ 1163.98% |
$106K - $117K
|
2.04K
$124K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.97MNew |
$337M - $371M
|
5.97M
$365M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
48New |
$2.71K - $2.99K
|
48
$2.93K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
384New |
$21.7K - $23.9K
|
384
$23.5K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.08K- 62.98% |
$344K - $378K
|
3.58K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68New |
$3.84K - $4.23K
|
68
$4.15K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-88- 4.7% |
$4.97K - $5.48K
|
1.79K
$109K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-43- 56.58% |
$2.43K - $2.68K
|
33
$2.02K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-947- 20.92% |
$53.5K - $58.9K
|
3.58K
$219K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 2.62% |
$1.81K - $1.99K
|
1.19K
$72.8K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
438New |
$24.8K - $27.3K
|
438
$26.8K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-185- 78.72% |
$10.5K - $11.5K
|
50
$3.05K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
15.8KNew |
$896K - $986K
|
15.8K
$968K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
18.2K+ 27.29% |
$1.03M - $1.13M
|
85K
$5.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
35New |
$1.98K - $2.18K
|
35
$2.14K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$122K - $135K
|
2.16K
$132K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
70.4K+ 1970.46% |
$3.98M - $4.38M
|
74K
$4.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-169- 16.87% |
$9.55K - $10.5K
|
833
$50.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
780New |
$44.1K - $48.5K
|
780
$47.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 2.87% |
$58.2K - $64.1K
|
36.9K
$2.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-15- 9.15% |
$848 - $933
|
149
$9.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-608- 66.89% |
$34.4K - $37.8K
|
301
$18.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.34KClosed |
$245K - $270K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
208+ 1.12% |
$11.8K - $12.9K
|
18.7K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-75.1K- 69.37% |
$4.24M - $4.67M
|
33.2K
$2.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 2.36% |
$101K - $111K
|
74K
$4.52M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.05KNew |
$59.4K - $65.3K
|
1.05K
$64.1K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
817+ 23.08% |
$39.2K - $47.2K
|
4.36K
$266K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$5.99M
|
|