Latest Institutional Transactions on Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Eafe Small Cap (SCZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.48K- 13.26% |
$209K - $234K
|
22.7K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-452- 8.42% |
$27.2K - $30.4K
|
4.92K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.14K+ 15.81% |
$68.4K - $76.6K
|
8.34K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.19K- 8.31% |
$71.3K - $79.8K
|
13.1K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33+ 1.85% |
$1.98K - $2.22K
|
1.82K
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
243+ 4.75% |
$14.6K - $16.4K
|
5.36K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 2.44% |
$73.7K - $82.5K
|
48.9K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-965- 4.5% |
$58K - $65K
|
20.5K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.56K+ 213.38% |
$394K - $441K
|
9.63K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.64K+ 2.53% |
$98.3K - $110K
|
66.1K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 3.9% |
$85.9K - $96.2K
|
38K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
58New |
$3.49K - $3.9K
|
58
$3.53K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-18.5K- 32.83% |
$1.11M - $1.24M
|
37.8K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-537- 2.37% |
$32.3K - $36.1K
|
22.1K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.12K- 20.47% |
$67K - $75.1K
|
4.33K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-923- 7.6% |
$55.5K - $62.1K
|
11.2K
$683K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
231+ 2.31% |
$13.9K - $15.5K
|
10.2K
$622K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-90- 2.56% |
$5.41K - $6.06K
|
3.43K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
770New |
$46.3K - $51.8K
|
770
$46.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.61K+ 3.79% |
$578K - $647K
|
263K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$6.01K - $6.73K
|
100
$6.09K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-29- 0.21% |
$1.74K - $1.95K
|
13.5K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.54K- 5.13% |
$92.4K - $103K
|
28.4K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 2.19% |
$221K - $247K
|
164K
$9.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.66K- 1.96% |
$520K - $583K
|
433K
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
150+ 0.13% |
$9.02K - $10.1K
|
116K
$7.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
71+ 0.12% |
$4.27K - $4.78K
|
57.3K
$3.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.44K+ 4.41% |
$86.8K - $97.1K
|
34.2K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
49+ 0.78% |
$2.95K - $3.3K
|
6.3K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.42K+ 73.33% |
$446K - $500K
|
17.5K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
38.5KNew |
$2.31M - $2.59M
|
38.5K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.3K- 83.28% |
$78.2K - $87.5K
|
261
$15.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 1.29% |
$42.4K - $47.5K
|
53.7K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.5K+ 8.25% |
$90K - $101K
|
19.6K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.5K+ 8.23% |
$1.47M - $1.65M
|
322K
$19.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3+ 0.03% |
$180 - $202
|
9.4K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 37.74% |
$6.01K - $6.73K
|
165
$10K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9.74K+ 3.16% |
$586K - $656K
|
318K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
203+ 1.73% |
$12.2K - $13.7K
|
11.9K
$726K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
206+ 1.34% |
$12.4K - $13.9K
|
15.5K
$945K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-660- 5.1% |
$39.7K - $44.4K
|
12.3K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
102New |
$6.13K - $6.87K
|
102
$6.21K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
88+ 1.48% |
$5.29K - $5.92K
|
6.02K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-2.17K- 10.11% |
$130K - $146K
|
19.3K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
574+ 14.61% |
$34.5K - $38.6K
|
4.5K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.04% |
$120 - $135
|
5.07K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 17.41% |
$388K - $435K
|
30.6K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-220- 5.58% |
$13.2K - $14.8K
|
3.72K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.04K- 4.09% |
$123K - $137K
|
47.8K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.33K+ 7.04% |
$140K - $157K
|
35.5K
$2.16M
|