Latest Institutional Purchases of Ishares Tr Msci Eafe Small Cap (SCZ)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Eafe Small Cap (SCZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.79M+ 6463.2% |
$288M - $322M
|
4.86M
$308M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.41M+ 3131.58% |
$84.6M - $94.7M
|
1.45M
$91.8M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
343K+ 10.56% |
$20.6M - $23.1M
|
3.6M
$227M
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
340K+ 60.18% |
$20.4M - $22.9M
|
905K
$57.3M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
225KNew |
$13.5M - $15.1M
|
225K
$14.2M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
151K+ 6.65% |
$9.08M - $10.2M
|
2.42M
$153M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
133K+ 14.99% |
$8M - $8.95M
|
1.02M
$64.6M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$6.43M - $7.2M
|
107K
$6.76M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
95.8K+ 1525.18% |
$5.76M - $6.45M
|
102K
$6.46M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
78.5K+ 17.03% |
$4.72M - $5.28M
|
540K
$34.1M
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
78.4KNew |
$4.71M - $5.27M
|
78.4K
$4.96M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.7K+ 20.74% |
$4.07M - $4.55M
|
394K
$24.9M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
64.5K+ 386.5% |
$3.88M - $4.34M
|
81.1K
$5.13M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
55.4K+ 205.33% |
$3.33M - $3.73M
|
82.4K
$5.21M
|
|
Jan 30, 2025
Q4 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
55KNew |
$3.31M - $3.7M
|
55K
$3.48M
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
49.7KNew |
$2.99M - $3.35M
|
49.7K
$3.15M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
49K+ 216.52% |
$2.95M - $3.3M
|
71.7K
$4.53M
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
48.3KNew |
$2.9M - $3.25M
|
48.3K
$3.05M
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
47.6KNew |
$2.86M - $3.21M
|
47.6K
$3.01M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
43.1KNew |
$2.59M - $2.9M
|
43.1K
$2.73M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
38.5KNew |
$2.31M - $2.59M
|
38.5K
$2.43M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
36.7KNew |
$2.21M - $2.47M
|
36.7K
$2.32M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35.3KNew |
$2.12M - $2.37M
|
35.3K
$2.23M
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
34.7KNew |
$2.09M - $2.34M
|
34.7K
$2.2M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
28K+ 0.32% |
$1.68M - $1.89M
|
8.87M
$561M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.7K+ 4.59% |
$1.61M - $1.8M
|
609K
$38.5M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26K+ 88.28% |
$1.56M - $1.75M
|
55.4K
$3.51M
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
26KNew |
$1.56M - $1.75M
|
26K
$1.64M
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
25.1K+ 48.25% |
$1.51M - $1.69M
|
77K
$4.87M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
24.8K+ 202.12% |
$1.49M - $1.67M
|
37.1K
$2.35M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
24.7KNew |
$1.48M - $1.66M
|
24.7K
$1.56M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.5K+ 8.23% |
$1.47M - $1.65M
|
322K
$20.4M
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
23.2KNew |
$1.39M - $1.56M
|
23.2K
$1.47M
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$1.37M - $1.53M
|
22.8K
$1.44M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20.1K+ 10.38% |
$1.21M - $1.35M
|
214K
$13.5M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
20K+ 6.79% |
$1.2M - $1.35M
|
314K
$19.9M
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.8K+ 18.69% |
$1.19M - $1.33M
|
126K
$7.95M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
17.6KNew |
$1.06M - $1.19M
|
17.6K
$1.11M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
15.8KNew |
$953K - $1.07M
|
15.8K
$1M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 2.67% |
$950K - $1.06M
|
607K
$38.4M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
15.4K+ 3.46% |
$926K - $1.04M
|
461K
$29.2M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
14.7K+ 346.52% |
$883K - $988K
|
18.9K
$1.2M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13.4K+ 18.65% |
$808K - $904K
|
85.4K
$5.41M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.4K+ 2.0% |
$804K - $900K
|
683K
$43.2M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.9KNew |
$778K - $871K
|
12.9K
$819K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$729K - $817K
|
12.1K
$768K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.2K+ 7.08% |
$671K - $751K
|
169K
$10.7M
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.1KNew |
$668K - $748K
|
11.1K
$703K
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
10.9KNew |
$654K - $733K
|
10.9K
$689K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
10.7K+ 1019.56% |
$642K - $719K
|
11.7K
$742K
|