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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.03KClosed |
$353K - $389K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-68.6KClosed |
$4.81M - $5.31M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.27KClosed |
$89.4K - $98.5K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.18KClosed |
$294K - $324K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-11.1KClosed |
$776K - $856K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-217Closed |
$15.2K - $16.8K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-265- 67.95% |
$19.1K - $21K
|
125
$7.64K
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-61- 1.55% |
$4.41K - $4.82K
|
3.87K
$236K
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-11.5KClosed |
$831K - $910K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.92KClosed |
$283K - $310K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.93KClosed |
$645K - $706K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33New |
$2.38K - $2.61K
|
33
$2.02K
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-12Closed |
$867 - $949
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-23- 0.9% |
$1.66K - $1.82K
|
2.52K
$154K
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.63KClosed |
$407K - $446K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
SELL
|
- |
-3.7KClosed |
$267K - $293K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-828Closed |
$59.8K - $65.5K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
155KNew |
$11.2M - $12.3M
|
155K
$9.47M
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-16.5KClosed |
$1.19M - $1.3M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.58KClosed |
$258K - $283K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.09KNew |
$78.8K - $86.3K
|
1.09K
$66.7K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.64KClosed |
$407K - $446K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-78Closed |
$5.63K - $6.17K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.7KNew |
$844K - $924K
|
11.7K
$714K
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-2.88KClosed |
$208K - $228K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19New |
$1.37K - $1.5K
|
19
$1.16K
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-70.3KClosed |
$5.08M - $5.56M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-70.3KClosed |
$5.08M - $5.56M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
65New |
$4.69K - $5.14K
|
65
$3.97K
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.19KClosed |
$230K - $252K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.58KClosed |
$115K - $122K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.92KClosed |
$213K - $225K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
109KNew |
$7.95M - $8.41M
|
109K
$6.66M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-33Closed |
$2.41K - $2.55K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14KClosed |
$1.02M - $1.08M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.4KClosed |
$760K - $804K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2- 7.14% |
$146 - $154
|
26
$1.59K
|
|
Aug 12, 2021
Q2 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-30.2KClosed |
$2.2M - $2.33M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.76KClosed |
$201K - $213K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.3KClosed |
$240K - $254K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-13.3KClosed |
$970K - $1.03M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-185Closed |
$13.5K - $14.3K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.24KClosed |
$163K - $173K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-5.62KClosed |
$409K - $433K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.05KNew |
$76.5K - $81K
|
1.05K
$64.2K
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
51New |
$3.72K - $3.93K
|
51
$3.12K
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-34Closed |
$2.48K - $2.62K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.8KNew |
$1.08M - $1.14M
|
14.8K
$907K
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-138KClosed |
$10.1M - $10.7M
|
0
$0
|
|
Q1 2021 | |||||||
May 19, 2021
Q1 2021
|
Fullen Financial Group
|
SELL
|
- |
-72- 0.73% |
$4.9K - $5.27K
|
9.81K
$600K
|