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 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
108KNew |
$6.52M - $7.39M
|
108K
$6.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.16K+ 5.0% |
$130K - $147K
|
45.3K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.9K+ 0.72% |
$174K - $197K
|
407K
$24.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.97K+ 6.14% |
$179K - $203K
|
51.4K
$3.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.53K+ 1.02% |
$152K - $172K
|
250K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.13% |
$180 - $205
|
2.34K
$142K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.32K+ 36.62% |
$380K - $431K
|
23.6K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-431- 7.97% |
$25.9K - $29.4K
|
4.98K
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
168+ 2.38% |
$10.1K - $11.5K
|
7.24K
$440K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.46K+ 34.21% |
$569K - $645K
|
37.1K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 5.82% |
$117K - $133K
|
35.3K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.67K- 0.41% |
$220K - $250K
|
888K
$54M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
89New |
$5.35K - $6.07K
|
89
$5.42K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.11K- 12.97% |
$67K - $75.9K
|
7.47K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.63K+ 1.66% |
$218K - $248K
|
223K
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-222- 3.16% |
$13.3K - $15.1K
|
6.8K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.53K+ 4.64% |
$272K - $309K
|
102K
$6.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
488+ 5.63% |
$29.3K - $33.3K
|
9.16K
$557K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
8+ 0.06% |
$481 - $545
|
13.5K
$822K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-38- 0.31% |
$2.28K - $2.59K
|
12.3K
$747K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
766+ 2.24% |
$46.1K - $52.2K
|
35K
$2.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.71K+ 13.72% |
$163K - $185K
|
22.4K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
166+ 2.52% |
$9.98K - $11.3K
|
6.74K
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
24+ 0.74% |
$1.44K - $1.64K
|
3.27K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-19.5K- 5.35% |
$1.17M - $1.33M
|
345K
$21M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-614- 22.41% |
$36.9K - $41.9K
|
2.13K
$129K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
720K+ 8.87% |
$43.3M - $49.1M
|
8.84M
$538M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.4K- 1.24% |
$986K - $1.12M
|
1.31M
$79.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.15KNew |
$189K - $215K
|
3.15K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
469K+ 486.66% |
$28.2M - $32M
|
565K
$34.4M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
296+ 1.35% |
$17.8K - $20.2K
|
22.2K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.08K- 12.81% |
$64.6K - $73.3K
|
7.32K
$446K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.21K- 27.5% |
$72.6K - $82.3K
|
3.18K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 5.42% |
$101K - $114K
|
32.6K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.09% |
$541 - $614
|
10.4K
$631K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
401+ 0.98% |
$24.1K - $27.3K
|
41.4K
$2.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 2.27% |
$90.7K - $103K
|
68.1K
$4.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-33- 0.07% |
$1.98K - $2.25K
|
46.7K
$2.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 71.07% |
$187K - $212K
|
7.47K
$455K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 15.84% |
$145K - $164K
|
17.6K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-32.9K- 34.05% |
$1.98M - $2.24M
|
63.7K
$3.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-22- 0.27% |
$1.32K - $1.5K
|
8.03K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-80- 0.18% |
$4.81K - $5.45K
|
43.6K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.08K- 5.62% |
$64.9K - $73.6K
|
18.1K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.21K+ 2.13% |
$373K - $423K
|
297K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
697New |
$41.9K - $47.5K
|
697
$42.4K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-126- 1.45% |
$7.58K - $8.59K
|
8.58K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-7- 0.11% |
$421 - $477
|
6.58K
$400K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15.2K+ 7.38% |
$916K - $1.04M
|
222K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.82K- 4.71% |
$350K - $397K
|
118K
$7.17M
|