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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
50.6KNew |
$2.93M - $3.1M
|
50.6K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.2K+ 51.54% |
$359K - $380K
|
18.2K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.18KNew |
$242K - $256K
|
4.18K
$319K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
356New |
$20.6K - $21.8K
|
356
$27.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
338+ 5.73% |
$19.6K - $20.7K
|
6.23K
$476K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
222New |
$12.9K - $13.6K
|
222
$16.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
221New |
$12.8K - $13.5K
|
221
$16.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
180New |
$10.4K - $11K
|
180
$13.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
150New |
$8.69K - $9.19K
|
150
$11.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
104+ 2.13% |
$6.02K - $6.37K
|
4.98K
$380K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
78New |
$4.52K - $4.78K
|
78
$5.96K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$4K - $4.23K
|
69
$5.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
63+ 33.51% |
$3.65K - $3.86K
|
251
$19.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
44+ 19.05% |
$2.55K - $2.7K
|
275
$21K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
44+ 1.17% |
$2.55K - $2.7K
|
3.81K
$291K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
26New |
$1.51K - $1.59K
|
26
$1.99K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$811 - $858
|
14
$1.07K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10+ 0.26% |
$579 - $613
|
3.9K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$57.9 - $61.3
|
1
$76.4
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 14.29% |
$57.9 - $61.3
|
8
$611
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$57.9 - $61.3
|
33
$2.52K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.97MNew |
$337M - $371M
|
5.97M
$456M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
517KNew |
$29.2M - $32.2M
|
517K
$39.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
70.4K+ 1970.46% |
$3.98M - $4.38M
|
74K
$5.65M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
15.8KNew |
$896K - $986K
|
15.8K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
13.7K+ 79.68% |
$772K - $850K
|
30.8K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.7KNew |
$266K - $292K
|
4.7K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.63KNew |
$205K - $226K
|
3.63K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.53KNew |
$200K - $220K
|
3.53K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.41KNew |
$193K - $212K
|
3.41K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.36KNew |
$190K - $209K
|
3.36K
$257K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 2.87% |
$58.2K - $64.1K
|
36.9K
$2.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
780New |
$44.1K - $48.5K
|
780
$59.6K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
501+ 0.65% |
$28.3K - $31.2K
|
77.4K
$5.91M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
384New |
$21.7K - $23.9K
|
384
$29.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
208+ 1.12% |
$11.8K - $12.9K
|
18.7K
$1.43M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
110New |
$6.22K - $6.84K
|
110
$8.4K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97New |
$5.48K - $6.04K
|
97
$7.41K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
88New |
$4.97K - $5.48K
|
88
$6.72K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68New |
$3.84K - $4.23K
|
68
$5.19K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 1.5% |
$3.17K - $3.48K
|
3.8K
$290K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
48New |
$2.71K - $2.99K
|
48
$3.66K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
35New |
$1.98K - $2.18K
|
35
$2.67K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$226 - $249
|
4
$305
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$7.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$7.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
94.5K+ 2166.7% |
$4.54M - $5.46M
|
98.8K
$7.55M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
74KNew |
$3.56M - $4.28M
|
74K
$5.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
48.7K+ 113.9% |
$2.34M - $2.81M
|
91.4K
$6.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
10KNew |
$480K - $578K
|
10K
$764K
|
|