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 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11New |
$528 - $635
|
11
$686
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6New |
$288 - $347
|
6
$374
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1New |
$48 - $57.8
|
1
$62.4
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
146K+ 1094.54% |
$7.06M - $8.71M
|
160K
$9.95M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
94.2K+ 390.6% |
$4.55M - $5.61M
|
118K
$7.38M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65.9KNew |
$3.19M - $3.93M
|
65.9K
$4.11M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
44.3KNew |
$2.14M - $2.64M
|
44.3K
$2.76M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
42K+ 25.44% |
$2.03M - $2.5M
|
207K
$12.9M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
41.7KNew |
$2.01M - $2.48M
|
41.7K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
26.1K+ 65.8% |
$1.26M - $1.55M
|
65.8K
$4.1M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17KNew |
$821K - $1.01M
|
17K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10KNew |
$485K - $598K
|
10K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.03KNew |
$388K - $478K
|
8.03K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.6K+ 2.88% |
$367K - $452K
|
272K
$16.9M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.79KNew |
$328K - $404K
|
6.79K
$423K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.37K+ 1948.93% |
$308K - $380K
|
6.7K
$418K
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 0.13% |
$143K - $176K
|
2.25M
$140M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.14K+ 19.77% |
$103K - $127K
|
13K
$808K
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2KNew |
$96.6K - $119K
|
2K
$125K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.87KNew |
$90.5K - $112K
|
1.87K
$117K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.78K+ 7.69% |
$85.8K - $106K
|
24.9K
$1.55M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 452.65% |
$66K - $81.4K
|
1.67K
$104K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$56.7K - $69.9K
|
1.17K
$73.2K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
546New |
$26.4K - $32.5K
|
546
$34.1K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
514+ 4672.73% |
$24.8K - $30.6K
|
525
$32.7K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
319+ 191.02% |
$15.4K - $19K
|
486
$30.3K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
178New |
$8.6K - $10.6K
|
178
$11.1K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159New |
$7.68K - $9.47K
|
159
$9.92K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
134New |
$6.47K - $7.98K
|
134
$8.36K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
131+ 0.75% |
$6.33K - $7.8K
|
17.7K
$1.1M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
54New |
$2.61K - $3.22K
|
54
$3.37K
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
50+ 0.42% |
$2.42K - $2.98K
|
12K
$748K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25+ 20.83% |
$1.21K - $1.49K
|
145
$9.04K
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
11New |
$531 - $655
|
11
$686
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
3New |
$145 - $179
|
3
$187
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
550KNew |
$29.9M - $37.1M
|
550K
$34.3M
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
24.9KNew |
$1.35M - $1.68M
|
24.9K
$1.55M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.9K+ 600.44% |
$970K - $1.2M
|
20.9K
$1.3M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
10.6K+ 59.82% |
$577K - $716K
|
28.4K
$1.77M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.7KNew |
$472K - $586K
|
8.7K
$543K
|
|
Aug 15, 2022
Q2 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7.8KNew |
$423K - $526K
|
7.8K
$486K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$372K - $462K
|
6.86K
$428K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.68KNew |
$363K - $450K
|
6.68K
$417K
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.38KNew |
$346K - $430K
|
6.38K
$398K
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.7KNew |
$201K - $249K
|
3.7K
$231K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.45KNew |
$133K - $165K
|
2.45K
$153K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.97K+ 6.74% |
$107K - $133K
|
31.2K
$1.94M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.85K+ 58.31% |
$100K - $124K
|
5.01K
$313K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1.83K+ 0.93% |
$99.5K - $124K
|
200K
$12.5M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06KNew |
$57.5K - $71.4K
|
1.06K
$66K
|