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 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-5.03KClosed |
$193K - $316K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-10.8KClosed |
$416K - $681K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.7KClosed |
$219K - $358K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8.21KClosed |
$315K - $516K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-33Closed |
$1.27K - $2.07K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-81KClosed |
$3.11M - $5.09M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-738Closed |
$28.3K - $46.4K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-530Closed |
$20.3K - $33.3K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-21.2KClosed |
$814K - $1.33M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Wp Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$436K - $715K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Pfg Advisors
|
SELL
|
- |
-3.8KClosed |
$146K - $238K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-194Closed |
$7.44K - $12.2K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.15KClosed |
$197K - $324K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-472Closed |
$18.1K - $29.7K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-4.05KClosed |
$155K - $254K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Evergreen Advisors, LLC
|
SELL
|
- |
-4.76KClosed |
$182K - $299K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-71.7KClosed |
$2.75M - $4.51M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.26KClosed |
$125K - $205K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-40Closed |
$1.53K - $2.51K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6.65KClosed |
$255K - $418K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-43Closed |
$1.65K - $2.7K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-166Closed |
$6.36K - $10.4K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.82KClosed |
$223K - $365K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-4.57KClosed |
$175K - $287K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-545Closed |
$20.9K - $34.2K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9.11KNew |
$349K - $572K
|
9.11K
$557K
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-33.3KClosed |
$1.28M - $2.1M
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Verde Capital Management
|
SELL
|
- |
-15KClosed |
$574K - $941K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-4.44KClosed |
$170K - $279K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
SELL
|
- |
-4.07KClosed |
$156K - $256K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-64.9KClosed |
$2.49M - $4.08M
|
0
$0
|
|
Q4 2019 | |||||||
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.75KNew |
$210K - $235K
|
3.75K
$229K
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-112KClosed |
$6.24M - $6.99M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.85KClosed |
$103K - $116K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-638Closed |
$35.7K - $40K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1.13K- 21.43% |
$63.2K - $70.8K
|
4.14K
$253K
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
81New |
$4.53K - $5.08K
|
81
$4.95K
|
|
Feb 11, 2020
Q4 2019
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-178KClosed |
$9.95M - $11.2M
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.87KClosed |
$216K - $243K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-145Closed |
$8.11K - $9.09K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Peoples Bank
|
SELL
|
- |
-8.69KClosed |
$486K - $544K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-375Closed |
$21K - $23.5K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-6.23KClosed |
$348K - $390K
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-150Closed |
$8.39K - $9.4K
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Hnp Capital LLC
|
SELL
|
- |
-20.9KClosed |
$1.17M - $1.31M
|
0
$0
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.25KClosed |
$228K - $249K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-159KClosed |
$8.54M - $9.3M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-19Closed |
$1.02K - $1.11K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-169Closed |
$9.08K - $9.89K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
477New |
$25.6K - $27.9K
|
477
$29.1K
|