Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-720- 7.86% |
$43.3K - $49.1K
|
8.44K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-563- 12.07% |
$33.9K - $38.4K
|
4.1K
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-469- 1.94% |
$28.2K - $32K
|
23.7K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-447- 62.0% |
$26.9K - $30.5K
|
274
$20.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-410- 11.82% |
$24.7K - $27.9K
|
3.06K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-190- 2.03% |
$11.4K - $13K
|
9.16K
$699K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-126- 1.45% |
$7.58K - $8.59K
|
8.58K
$655K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-104- 31.61% |
$6.25K - $7.09K
|
225
$17.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-95- 3.23% |
$5.71K - $6.48K
|
2.85K
$218K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-63- 16.28% |
$3.79K - $4.29K
|
324
$24.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-45- 1.15% |
$2.71K - $3.07K
|
3.86K
$294K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-37- 1.07% |
$2.22K - $2.52K
|
3.41K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-28- 14.0% |
$1.68K - $1.91K
|
172
$13.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-16- 28.57% |
$962 - $1.09K
|
40
$3.05K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.76K- 63.85% |
$409K - $438K
|
3.83K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5.38K- 42.28% |
$325K - $349K
|
7.35K
$561K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.28K- 6.35% |
$198K - $212K
|
48.3K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.57K- 14.86% |
$94.9K - $102K
|
9K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.39K- 0.28% |
$83.9K - $90K
|
488K
$37.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-810- 9.51% |
$49K - $52.5K
|
7.71K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-619- 4.32% |
$37.4K - $40.1K
|
13.7K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-568- 11.35% |
$34.3K - $36.8K
|
4.44K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 7.16% |
$21.4K - $22.9K
|
4.59K
$350K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-129- 24.25% |
$7.8K - $8.36K
|
403
$30.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-89- 7.77% |
$5.38K - $5.77K
|
1.06K
$80.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-78- 0.17% |
$4.72K - $5.06K
|
46.1K
$3.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-66- 10.68% |
$3.99K - $4.28K
|
552
$42.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-50- 0.89% |
$3.02K - $3.24K
|
5.57K
$425K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 5.31% |
$2.12K - $2.27K
|
624
$47.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-27- 23.08% |
$1.63K - $1.75K
|
90
$6.87K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.57K- 10.78% |
$329K - $354K
|
46.1K
$3.52M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-4.05K- 28.52% |
$240K - $258K
|
10.2K
$776K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.19K- 37.75% |
$130K - $139K
|
3.62K
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 25.9% |
$85.4K - $91.7K
|
4.13K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-268- 5.53% |
$15.9K - $17K
|
4.58K
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-201- 0.45% |
$11.9K - $12.8K
|
44.1K
$3.37M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-142- 0.2% |
$8.4K - $9.03K
|
70.7K
$5.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 8.56% |
$946 - $1.02K
|
171
$13.1K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-42.6K- 98.14% |
$2.23M - $2.64M
|
810
$61.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-29.7K- 73.25% |
$1.56M - $1.84M
|
10.8K
$828K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17.4K- 29.59% |
$912K - $1.08M
|
41.4K
$3.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.16K- 82.87% |
$270K - $320K
|
1.07K
$81.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.8K- 32.64% |
$94.3K - $112K
|
3.71K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.73K- 2.25% |
$90.7K - $107K
|
75.3K
$5.75M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-925- 5.29% |
$48.5K - $57.3K
|
16.6K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-549- 6.45% |
$28.8K - $34K
|
7.97K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-412- 62.24% |
$21.6K - $25.5K
|
250
$19.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-251- 2.87% |
$13.1K - $15.6K
|
8.49K
$648K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 0.47% |
$13.1K - $15.5K
|
52.8K
$4.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-143- 60.85% |
$7.49K - $8.86K
|
92
$7.02K
|
|