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 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-16.4K- 57.79% |
$973K - $1.09M
|
12K
$871K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
100+ 0.25% |
$5.93K - $6.61K
|
40.9K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-3.99K- 43.34% |
$236K - $263K
|
5.21K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.3K+ 6.18% |
$731K - $816K
|
212K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-19- 0.48% |
$1.13K - $1.26K
|
3.97K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.5KNew |
$445K - $496K
|
7.5K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.04K- 10.39% |
$121K - $135K
|
17.6K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.4K+ 5.71% |
$1.09M - $1.21M
|
340K
$24.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-82.1K- 98.43% |
$4.87M - $5.43M
|
1.31K
$95.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
109+ 0.25% |
$6.46K - $7.2K
|
44.6K
$3.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
366+ 2.8% |
$21.7K - $24.2K
|
13.5K
$977K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.69KNew |
$219K - $244K
|
3.69K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 10.44% |
$2.96K - $3.3K
|
529
$38.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.33K- 28.15% |
$316K - $352K
|
13.6K
$987K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-247- 0.7% |
$14.6K - $16.3K
|
35K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.04K- 16.45% |
$121K - $135K
|
10.4K
$753K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-19.6K- 35.56% |
$1.16M - $1.29M
|
35.4K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-7.72K- 41.59% |
$458K - $511K
|
10.8K
$788K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-529- 0.46% |
$31.4K - $35K
|
115K
$8.36M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-600- 8.12% |
$35.6K - $39.7K
|
6.79K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-636- 4.07% |
$37.7K - $42K
|
15K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-18- 4.86% |
$1.07K - $1.19K
|
352
$25.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
78New |
$4.62K - $5.16K
|
78
$5.66K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.61K+ 161300.0% |
$95.6K - $107K
|
1.61K
$117K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
3.33KNew |
$197K - $220K
|
3.33K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-20- 0.2% |
$1.19K - $1.32K
|
10.2K
$740K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.03% |
$178 - $198
|
11.9K
$867K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
65New |
$3.85K - $4.3K
|
65
$4.72K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4.17K+ 5.47% |
$247K - $276K
|
80.4K
$5.84M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.87K+ 5.75% |
$111K - $123K
|
34.3K
$2.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.86K- 9.35% |
$170K - $189K
|
27.8K
$2.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 223.0% |
$90.8K - $101K
|
2.22K
$161K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-9.31K- 12.22% |
$552K - $615K
|
66.9K
$4.86M
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.05K- 12.1% |
$304K - $340K
|
36.7K
$2.66M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 0.82% |
$77.7K - $87K
|
158K
$11.5M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
893+ 24.89% |
$53.7K - $60.1K
|
4.48K
$325K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 6.25% |
$60.1 - $67.3
|
17
$1.23K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$220K - $246K
|
3.66K
$265K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
901New |
$54.2K - $60.6K
|
901
$65.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
157New |
$9.44K - $10.6K
|
157
$11.4K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
11+ 0.15% |
$661 - $740
|
7.42K
$539K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.18KNew |
$70.9K - $79.4K
|
1.18K
$85.6K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
174+ 9.91% |
$10.5K - $11.7K
|
1.93K
$140K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$60.1 - $67.3
|
1
$72.6
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2- 0.03% |
$120 - $135
|
6.17K
$448K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.07K- 14.38% |
$64.3K - $72K
|
6.37K
$463K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10New |
$601 - $673
|
10
$726
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.56K+ 7.91% |
$154K - $172K
|
34.9K
$2.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.47KNew |
$209K - $234K
|
3.47K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
253K+ 154.08% |
$15.2M - $17M
|
417K
$30.3M
|
|