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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-48.9K- 64.45% |
$2.94M - $3.33M
|
27K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-425- 1.08% |
$25.6K - $29K
|
38.9K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-223- 1.03% |
$13.4K - $15.2K
|
21.4K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 9.84% |
$361 - $409
|
67
$4.08K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.45K+ 7.93% |
$208K - $235K
|
47K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.64K- 2.44% |
$98.5K - $112K
|
65.4K
$3.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-23- 0.54% |
$1.38K - $1.57K
|
4.22K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
417+ 7.05% |
$25.1K - $28.4K
|
6.33K
$385K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-190- 2.03% |
$11.4K - $13K
|
9.16K
$557K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.5KNew |
$211K - $239K
|
3.5K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-75- 1.79% |
$4.51K - $5.11K
|
4.12K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-106- 1.31% |
$6.37K - $7.23K
|
7.99K
$486K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.93K+ 0.63% |
$116K - $131K
|
308K
$18.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-148- 0.96% |
$8.9K - $10.1K
|
15.3K
$933K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-4- 0.02% |
$241 - $273
|
24.3K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.61K+ 0.55% |
$96.7K - $110K
|
293K
$17.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
29+ 0.25% |
$1.74K - $1.98K
|
11.7K
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.4K+ 2.56% |
$325K - $368K
|
217K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 2.53% |
$78.2K - $88.6K
|
50.1K
$3.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-809- 8.64% |
$48.6K - $55.1K
|
8.56K
$521K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
503+ 1.19% |
$30.2K - $34.3K
|
42.8K
$2.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-273- 1.32% |
$16.4K - $18.6K
|
20.4K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.74K- 2.95% |
$105K - $118K
|
57.2K
$3.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.74K+ 5.77% |
$225K - $255K
|
68.7K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
90+ 4.11% |
$5.41K - $6.14K
|
2.28K
$139K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.94K- 17.95% |
$237K - $268K
|
18K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
750+ 93.4% |
$45.1K - $51.1K
|
1.55K
$94.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.68K- 1.89% |
$101K - $114K
|
87K
$5.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-28- 14.0% |
$1.68K - $1.91K
|
172
$10.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-349- 0.55% |
$21K - $23.8K
|
62.9K
$3.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-410- 11.82% |
$24.7K - $27.9K
|
3.06K
$186K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.31K+ 22.65% |
$379K - $430K
|
34.2K
$2.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-74.9K- 13.89% |
$4.5M - $5.1M
|
464K
$28.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.8K- 46.17% |
$1.13M - $1.28M
|
21.9K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.62K- 4.42% |
$97.4K - $110K
|
35K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-629- 5.75% |
$37.8K - $42.9K
|
10.3K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.51K- 29.08% |
$151K - $171K
|
6.13K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.31K+ 21.41% |
$139K - $157K
|
13.1K
$796K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
83+ 4.47% |
$4.99K - $5.66K
|
1.94K
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.02% |
$60.1 - $68.2
|
5.07K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-169K- 96.99% |
$10.2M - $11.5M
|
5.26K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-136- 11.91% |
$8.18K - $9.27K
|
1.01K
$61.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.9K- 15.76% |
$295K - $334K
|
26.2K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.2KNew |
$433K - $491K
|
7.2K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
290+ 8.14% |
$17.4K - $19.8K
|
3.85K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-82- 0.81% |
$4.93K - $5.59K
|
9.98K
$608K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.06K+ 8.0% |
$63.6K - $72.1K
|
14.3K
$869K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.82K+ 11.7% |
$170K - $192K
|
26.9K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-138K- 2.78% |
$8.32M - $9.43M
|
4.83M
$294M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
39+ 9.47% |
$2.35K - $2.66K
|
451
$27.5K
|