Latest Institutional Purchases of Ishares Tr Msci Eafe Small Cap (SCZ)

SCZ Quotes by TradingView

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
Oct 22, 2024 Q1 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
3.52K
New
$208K - $224K
3.52K $220K
May 03, 2024 Q1 2024
Idaho Trust Bank

Boise, ID
BUY
 -
3.52K
New
$208K - $224K
3.52K $220K
May 13, 2024 Q1 2024
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
3.39K
New
$201K - $216K
3.39K $212K
Apr 10, 2024 Q1 2024
Bromfield Sneider Wealth Advisors

BUY
 -
2.54K
+ 21.16%
$150K - $161K
14.5K $907K
Apr 30, 2024 Q1 2024
Cutler Investment Counsel LLC

BUY
 -
1.64K
+ 29.96%
$96.8K - $104K
7.1K $443K
Apr 25, 2024 Q1 2024
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1.27K
+ 1.61%
$75.3K - $80.9K
80.4K $5.02M
May 06, 2024 Q1 2024
Benedetti & Gucer, Inc.

BUY
 -
867
+ 6.24%
$51.3K - $55.1K
14.8K $921K
May 14, 2024 Q1 2024
Legacy Financial Advisors, Inc.

BUY
 -
844
+ 6.06%
$49.9K - $53.7K
14.8K $922K
May 07, 2024 Q1 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
527
+ 605.75%
$31.2K - $33.5K
614 $38.3K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 -
500
New
$29.6K - $31.8K
500 $31.2K
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
300
New
$17.7K - $19.1K
300 $18.7K
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
225
New
$13.3K - $14.3K
225 $14K
May 14, 2024 Q1 2024
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
220
New
$13K - $14K
220 $13.7K
Apr 17, 2024 Q1 2024
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
208
+ 3.84%
$12.3K - $13.2K
5.62K $351K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
203
+ 3.33%
$12K - $12.9K
6.31K $393K
Oct 07, 2024 Q1 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
163
+ 30.47%
$9.64K - $10.4K
698 $43.5K
Apr 17, 2024 Q1 2024
Private Ocean, LLC

BUY
 -
159
+ 25.4%
$9.4K - $10.1K
785 $49K
Apr 10, 2024 Q1 2024
First Community Trust Na

BUY
 -
121
New
$7.16K - $7.69K
121 $7.55K
Jun 28, 2024 Q1 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
119
New
$7.04K - $7.57K
119 $7.42K
Apr 29, 2024 Q1 2024
Financial Advisory Service, Inc.

BUY
 -
76
+ 158.33%
$4.5K - $4.83K
124 $7.73K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
67
New
$3.96K - $4.26K
67 $4.18K
May 15, 2024 Q1 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
61
New
$3.61K - $3.88K
61 $3.8K
Apr 22, 2024 Q1 2024
Oakworth Capital, Inc.

BUY
 -
54
New
$3.19K - $3.43K
54 $3.37K
May 14, 2024 Q1 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
25
New
$1.48K - $1.59K
25 $1.56K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
20
New
$1.18K - $1.27K
20 $1.25K
Q4 2023
Feb 14, 2024 Q4 2023
Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL
BUY
 PUT
650K
New
$34M - $40.3M
650K $40.5M
Feb 14, 2024 Q4 2023
Harding Loevner LP

Bridgewater, NJ
BUY
 -
166K
New
$8.72M - $10.3M
166K $10.4M
Feb 08, 2024 Q4 2023
Adroit Compliance, LLC

Rockford, IL
BUY
 -
79.1K
New
$4.15M - $4.91M
79.1K $4.94M
Feb 14, 2024 Q4 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
70.4K
New
$3.69M - $4.36M
70.4K $4.39M
Jan 17, 2024 Q4 2023
Trust CO Of The South

Greensboro, NC
BUY
 -
21K
New
$1.1M - $1.3M
21K $1.31M
Oct 18, 2024 Q4 2023
Blue Pointe Capital Management, LLC

San Mateo, CA
BUY
 -
11.1K
New
$580K - $686K
11.1K $691K
Feb 09, 2024 Q4 2023
Pictet Bank & Trust LTD

BUY
 -
9K
+ 102.27%
$471K - $558K
17.8K $1.11M
Jan 25, 2024 Q4 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
8.32K
New
$436K - $516K
8.32K $519K
Feb 14, 2024 Q4 2023
State Street Corp

Boston, MA
BUY
 -
8.03K
+ 7.36%
$420K - $497K
117K $7.3M
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
5.09K
New
$267K - $316K
5.09K $318K
Feb 13, 2024 Q4 2023
Vannoy Advisory Group, Inc.

Round Rock, TX
BUY
 -
4.54K
New
$238K - $281K
4.54K $283K
Jan 18, 2024 Q4 2023
Navalign, LLC

BUY
 -
4.14K
New
$217K - $256K
4.14K $258K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
4.02K
New
$211K - $249K
4.02K $251K
Jan 22, 2024 Q4 2023
True North Advisors, LLC

BUY
 -
4.02K
New
$211K - $249K
4.02K $251K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.8K
New
$199K - $236K
3.8K $237K
Jan 05, 2024 Q4 2023
Harbour Capital Advisors, LLC

BUY
 -
3.52K
New
$185K - $218K
3.52K $220K
Feb 05, 2024 Q4 2023
Eagle Wealth Strategies LLC

West Deptford, NJ
BUY
 -
3.49K
New
$183K - $217K
3.49K $218K
Feb 08, 2024 Q4 2023
Orin Green Financial, LLC

BUY
 -
3.48K
New
$182K - $216K
3.48K $217K
Feb 14, 2024 Q4 2023
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
3.36K
New
$176K - $208K
3.36K $210K
Feb 05, 2024 Q4 2023
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
3.35K
New
$175K - $208K
3.35K $209K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
2.82K
+ 5.47%
$147K - $174K
54.3K $3.38M
Feb 01, 2024 Q4 2023
Jmg Financial Group, Ltd.

BUY
 -
2.34K
+ 45.34%
$123K - $145K
7.5K $468K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
1.76K
New
$92.3K - $109K
1.76K $110K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.03K
+ 6866.67%
$54K - $63.8K
1.05K $65.2K

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