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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
39+ 9.47% |
$2.35K - $2.66K
|
451
$27.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
348+ 1.05% |
$20.9K - $23.7K
|
33.6K
$2.02M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-140- 22.62% |
$8.42K - $9.54K
|
479
$28.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
43New |
$2.59K - $2.93K
|
43
$2.59K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-500- 10.26% |
$30.1K - $34.1K
|
4.37K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 30.49% |
$104K - $118K
|
7.4K
$445K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.4K- 2.51% |
$84.2K - $95.4K
|
54.5K
$3.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
597New |
$35.9K - $40.7K
|
597
$35.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2.35K- 0.92% |
$141K - $160K
|
253K
$15.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 1.28% |
$1.02K - $1.16K
|
1.31K
$78.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
4.85KNew |
$291K - $330K
|
4.85K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
40.6KNew |
$2.44M - $2.77M
|
40.6K
$2.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.08K- 16.51% |
$64.8K - $73.4K
|
5.45K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24+ 0.19% |
$1.44K - $1.64K
|
13K
$779K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-41- 0.56% |
$2.47K - $2.79K
|
7.22K
$434K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-32- 0.59% |
$1.92K - $2.18K
|
5.37K
$323K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.09K- 21.05% |
$125K - $142K
|
7.82K
$470K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$181K - $206K
|
3.02K
$181K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-641- 0.55% |
$38.5K - $43.7K
|
115K
$6.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64.5K- 95.01% |
$3.88M - $4.4M
|
3.39K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.47K+ 16.95% |
$88.2K - $100K
|
10.1K
$609K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.05K- 37.15% |
$63.4K - $71.9K
|
1.78K
$107K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
3.32K+ 1.51% |
$200K - $226K
|
224K
$13.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-338- 3.16% |
$20.3K - $23K
|
10.4K
$623K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-357- 20.24% |
$21.5K - $24.3K
|
1.41K
$84.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
24.4K+ 379.98% |
$1.47M - $1.66M
|
30.8K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
568New |
$34.2K - $38.7K
|
568
$34.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.88K- 43.31% |
$173K - $196K
|
3.77K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 18.42% |
$842 - $954
|
62
$3.73K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-73- 0.46% |
$4.39K - $4.98K
|
15.6K
$940K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.05K- 11.13% |
$424K - $481K
|
56.3K
$3.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.53K- 3.67% |
$212K - $241K
|
92.8K
$5.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.31KNew |
$440K - $499K
|
7.31K
$440K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.35K- 5.53% |
$141K - $160K
|
40.2K
$2.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.27KNew |
$197K - $223K
|
3.27K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.05% |
$120 - $136
|
3.94K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.92K- 35.87% |
$115K - $131K
|
3.43K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
9.72K+ 8.32% |
$584K - $662K
|
127K
$7.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.49K- 24.81% |
$570K - $647K
|
28.7K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
606+ 2.66% |
$36.4K - $41.3K
|
23.4K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.17K- 26.65% |
$70.1K - $79.5K
|
3.21K
$193K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-953- 7.0% |
$57.3K - $65K
|
12.7K
$761K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
278New |
$16.7K - $19K
|
278
$16.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.64K+ 12.35% |
$159K - $180K
|
24.1K
$1.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-493- 5.75% |
$29.6K - $33.6K
|
8.08K
$486K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-90- 0.27% |
$5.41K - $6.14K
|
32.7K
$1.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 1.34% |
$8.3K - $9.41K
|
10.2K
$613K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.1K- 1.46% |
$126K - $143K
|
141K
$8.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-78- 0.4% |
$4.69K - $5.32K
|
19.4K
$1.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-330- 0.87% |
$19.8K - $22.5K
|
37.6K
$2.26M
|