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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-123- 1.18% |
$7.29K - $8.13K
|
10.3K
$749K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.3K+ 7.08% |
$196K - $218K
|
50K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
423+ 1.22% |
$25.1K - $28K
|
35K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07K+ 5.76% |
$63.5K - $70.9K
|
19.7K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-47- 0.81% |
$2.79K - $3.11K
|
5.76K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$2.96K - $3.3K
|
50
$3.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-777- 1.56% |
$46.1K - $51.4K
|
48.9K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
205+ 2.52% |
$12.2K - $13.6K
|
8.35K
$606K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 3.72% |
$632K - $705K
|
276K
$20.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-742- 95.01% |
$44K - $49K
|
39
$2.83K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 3.94% |
$88.8K - $99K
|
36.5K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 11.76% |
$1.07K - $1.19K
|
171
$12.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
346+ 1.52% |
$20.5K - $22.9K
|
23.1K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.41K+ 11.92% |
$202K - $225K
|
32K
$2.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.32K- 3.38% |
$137K - $153K
|
66.3K
$4.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
460+ 3.6% |
$27.3K - $30.4K
|
13.2K
$961K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-8- 4.94% |
$474 - $529
|
154
$11.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
133+ 0.89% |
$7.88K - $8.79K
|
15.2K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-979- 0.82% |
$58K - $64.7K
|
118K
$8.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-54- 0.72% |
$3.2K - $3.57K
|
7.41K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.6K- 3.34% |
$94.6K - $105K
|
46.2K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
30+ 0.48% |
$1.78K - $1.98K
|
6.24K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-684- 13.65% |
$40.5K - $45.2K
|
4.33K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.81K- 1.39% |
$166K - $185K
|
199K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-356- 6.65% |
$21.1K - $23.5K
|
5K
$363K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
95+ 5.06% |
$5.63K - $6.28K
|
1.97K
$143K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
77+ 2.22% |
$4.56K - $5.09K
|
3.54K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.93K+ 7.35% |
$114K - $128K
|
28.2K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.17K+ 8.51% |
$247K - $275K
|
53.1K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-30.9K- 6.85% |
$1.83M - $2.05M
|
421K
$30.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 6.02% |
$602K - $672K
|
179K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.82K+ 1.45% |
$108K - $120K
|
128K
$9.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.25K- 1.57% |
$133K - $149K
|
141K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-5.38K- 14.66% |
$319K - $356K
|
31.3K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.46K- 22.63% |
$442K - $493K
|
25.5K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-210- 0.58% |
$12.4K - $13.9K
|
36.1K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.1K+ 25.11% |
$65.4K - $72.9K
|
5.5K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$119 - $132
|
3.57K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-528- 2.18% |
$31.3K - $34.9K
|
23.7K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.53K- 4.0% |
$90.5K - $101K
|
36.6K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-600- 12.38% |
$35.6K - $39.7K
|
4.25K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
28New |
$1.66K - $1.85K
|
28
$2.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-704- 35.22% |
$41.7K - $46.5K
|
1.3K
$94K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.12K- 4.93% |
$66.4K - $74K
|
21.6K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-14.9K- 6.92% |
$882K - $983K
|
200K
$14.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.72K- 5.06% |
$161K - $180K
|
51K
$3.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
563+ 5.07% |
$33.4K - $37.2K
|
11.7K
$848K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-805- 2.37% |
$47.7K - $53.2K
|
33.2K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.83K- 12.08% |
$108K - $121K
|
13.3K
$965K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 11.04% |
$232K - $259K
|
39.4K
$2.86M
|