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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.31K- 8.99% |
$79.3K - $85K
|
13.3K
$798K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
133New |
$8.04K - $8.62K
|
133
$8K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
4.13KNew |
$249K - $267K
|
4.13K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
335KNew |
$20.3M - $21.7M
|
335K
$20.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 6.13% |
$64.6K - $69.3K
|
16.4K
$985K
|
|
|
Aug 08, 2024
Q2 2024
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
PUT |
110KNew |
$6.65M - $7.13M
|
110K
$6.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
41+ 0.78% |
$2.48K - $2.66K
|
5.31K
$319K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 7.16% |
$21.4K - $22.9K
|
4.59K
$276K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
470New |
$28.4K - $30.5K
|
470
$28.3K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-917- 7.73% |
$55.4K - $59.4K
|
10.9K
$658K
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.7M- 32.38% |
$103M - $110M
|
3.56M
$214M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.91% |
$302 - $324
|
552
$33.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
154+ 4.15% |
$9.31K - $9.98K
|
3.87K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-320- 4.59% |
$19.3K - $20.7K
|
6.65K
$400K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-78- 0.17% |
$4.72K - $5.06K
|
46.1K
$2.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
218New |
$13.2K - $14.1K
|
218
$13.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
688New |
$41.6K - $44.6K
|
688
$41.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-39- 1.11% |
$2.36K - $2.53K
|
3.48K
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-178- 7.62% |
$10.8K - $11.5K
|
2.16K
$130K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-345- 20.54% |
$20.9K - $22.4K
|
1.34K
$80.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.8KNew |
$832K - $891K
|
13.8K
$827K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
29+ 0.89% |
$1.75K - $1.88K
|
3.28K
$197K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.28K- 6.35% |
$198K - $212K
|
48.3K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-810- 9.51% |
$49K - $52.5K
|
7.71K
$463K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
451New |
$27.3K - $29.2K
|
451
$27.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-599- 90.9% |
$36.2K - $38.8K
|
60
$3.61K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-27- 23.08% |
$1.63K - $1.75K
|
90
$5.41K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.25K+ 29.72% |
$317K - $340K
|
22.9K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40+ 1.39% |
$2.42K - $2.59K
|
2.93K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-568- 11.35% |
$34.3K - $36.8K
|
4.44K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
644+ 18.79% |
$38.9K - $41.7K
|
4.07K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
443+ 10.16% |
$26.8K - $28.7K
|
4.8K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5.38K- 42.28% |
$325K - $349K
|
7.35K
$442K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
323+ 5.96% |
$19.5K - $20.9K
|
5.75K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$71.2K - $76.3K
|
1.18K
$70.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-129- 24.25% |
$7.8K - $8.36K
|
403
$24.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$60.5 - $64.8
|
1
$60.1
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-182- 5.27% |
$11K - $11.8K
|
3.27K
$197K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-27- 0.68% |
$1.63K - $1.75K
|
3.93K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$60.5 - $64.8
|
1.43K
$85.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.52% |
$121 - $130
|
134
$8.06K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
270+ 145.95% |
$16.3K - $17.5K
|
455
$27.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
561New |
$33.9K - $36.4K
|
561
$33.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
140+ 1.46% |
$8.46K - $9.07K
|
9.72K
$585K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
111New |
$6.71K - $7.19K
|
111
$6.67K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
18New |
$1.09K - $1.17K
|
18
$1.08K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
81+ 1.88% |
$4.9K - $5.25K
|
4.38K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.1K- 19.06% |
$127K - $136K
|
8.92K
$536K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
62+ 1.47% |
$3.75K - $4.02K
|
4.27K
$257K
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
127K+ 3.08% |
$7.7M - $8.25M
|
4.27M
$257M
|