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 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
663New |
$34.7K - $41.1K
|
663
$41.4K
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
507+ 0.58% |
$26.6K - $31.4K
|
87.8K
$5.48M
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
405New |
$21.2K - $25.1K
|
405
$25.3K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
295+ 89.94% |
$15.5K - $18.3K
|
623
$38.9K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
289+ 0.34% |
$15.1K - $17.9K
|
85.3K
$5.32M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$13.7K - $16.2K
|
261
$16.3K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
260New |
$13.6K - $16.1K
|
260
$16.2K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
233New |
$12.2K - $14.4K
|
233
$14.5K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
219+ 1564.29% |
$11.5K - $13.6K
|
233
$14.5K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
197New |
$10.3K - $12.2K
|
197
$12.3K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
191New |
$10K - $11.8K
|
191
$11.9K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
134New |
$7.02K - $8.31K
|
134
$8.36K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
123+ 12300.0% |
$6.44K - $7.62K
|
124
$7.73K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
120New |
$6.29K - $7.44K
|
120
$7.48K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
119+ 99.17% |
$6.23K - $7.38K
|
239
$14.9K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
92New |
$4.82K - $5.7K
|
92
$5.74K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 1.35% |
$4.61K - $5.45K
|
6.62K
$413K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
86New |
$4.5K - $5.33K
|
86
$5.36K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$4.4K - $5.21K
|
84
$5.24K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.89% |
$3.04K - $3.59K
|
6.56K
$409K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
56+ 39.44% |
$2.93K - $3.47K
|
198
$12.3K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
14New |
$733 - $868
|
14
$873
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$629 - $744
|
12
$748
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
11+ 5.02% |
$576 - $682
|
230
$14.3K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8New |
$419 - $496
|
8
$499
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.89% |
$157 - $186
|
162
$10.1K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
181KNew |
$10.1M - $11.1M
|
181K
$11.3M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
138KNew |
$7.77M - $8.54M
|
138K
$8.63M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.7KNew |
$2.23M - $2.45M
|
39.7K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
19.8K+ 4.72% |
$1.11M - $1.22M
|
439K
$27.4M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16.5KNew |
$926K - $1.02M
|
16.5K
$1.03M
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
10.3KNew |
$580K - $637K
|
10.3K
$644K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.68KNew |
$431K - $473K
|
7.68K
$479K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.24KNew |
$238K - $261K
|
4.24K
$264K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3.98K+ 3.25% |
$224K - $246K
|
127K
$7.9M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
981+ 3.94% |
$55.1K - $60.5K
|
25.9K
$1.61M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
900+ 300.0% |
$50.5K - $55.5K
|
1.2K
$74.8K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
846+ 9.97% |
$47.5K - $52.2K
|
9.33K
$582K
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
788New |
$44.2K - $48.6K
|
788
$49.1K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
314New |
$17.6K - $19.4K
|
314
$19.6K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
260+ 5.46% |
$14.6K - $16K
|
5.02K
$313K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
203New |
$11.4K - $12.5K
|
203
$12.7K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
162New |
$9.1K - $9.99K
|
162
$10.1K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
127New |
$7.13K - $7.83K
|
127
$7.92K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
110+ 647.06% |
$6.18K - $6.78K
|
127
$7.92K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
84New |
$4.72K - $5.18K
|
84
$5.24K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
83New |
$4.66K - $5.12K
|
83
$5.18K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
62New |
$3.48K - $3.82K
|
62
$3.87K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
18+ 0.33% |
$1.01K - $1.11K
|
5.42K
$338K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
10+ 83.33% |
$562 - $617
|
22
$1.37K
|