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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
852+ 53.72% |
$59.8K - $65.9K
|
2.44K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-155Closed |
$10.9K - $12K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-65Closed |
$4.56K - $5.03K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4New |
$281 - $310
|
4
$305
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.18KClosed |
$434K - $478K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-183Closed |
$12.8K - $14.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-311Closed |
$21.8K - $24.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$70.2 - $77.4
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.71KClosed |
$190K - $210K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-285Closed |
$20K - $22.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.78KClosed |
$195K - $215K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-54Closed |
$3.79K - $4.18K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150Closed |
$10.5K - $11.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-26Closed |
$1.83K - $2.01K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-31.3KClosed |
$2.2M - $2.43M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
127+ 1.96% |
$8.92K - $9.83K
|
6.61K
$505K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-3.1KClosed |
$217K - $240K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-235Closed |
$16.5K - $18.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-51.8KClosed |
$3.64M - $4.01M
|
0
$0
|
|
|
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
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-265- 67.95% |
$19.1K - $21K
|
125
$9.54K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-61- 1.55% |
$4.41K - $4.82K
|
3.87K
$295K
|
|
|
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 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
$193K
|
|
|
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
$11.8M
|
|
|
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
$83.3K
|
|
|
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
$892K
|
|
|
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
$1.45K
|
|
|
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
$4.96K
|
|
|
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
$8.32M
|
|