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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 5.31% |
$2.12K - $2.27K
|
624
$37.5K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.91K- 22.45% |
$236K - $253K
|
13.5K
$812K
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2+ 0.02% |
$121 - $130
|
9.4K
$565K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.76K- 63.85% |
$409K - $438K
|
3.83K
$230K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5New |
$302 - $324
|
5
$301
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-89- 7.77% |
$5.38K - $5.77K
|
1.06K
$63.6K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-66- 10.68% |
$3.99K - $4.28K
|
552
$33.2K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 1.49% |
$181 - $194
|
205
$12.3K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.69KNew |
$102K - $110K
|
1.69K
$102K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
108+ 27.0% |
$6.53K - $7K
|
508
$30.5K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.18% |
$786 - $843
|
7.13K
$429K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-60- 55.56% |
$3.63K - $3.89K
|
48
$2.89K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.86KNew |
$354K - $380K
|
5.86K
$352K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
732New |
$44.3K - $47.4K
|
732
$44K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$60.5 - $64.8
|
22.7K
$1.36M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 2.88% |
$2.42K - $2.59K
|
1.35K
$81.1K
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
15+ 1.45% |
$907 - $972
|
1.05K
$63.1K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13+ 1.45% |
$786 - $843
|
912
$54.8K
|
|
Q1 2024 | |||||||
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.52KNew |
$208K - $224K
|
3.52K
$212K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
163+ 30.47% |
$9.64K - $10.4K
|
698
$42K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
333New |
$19.7K - $21.2K
|
333
$20K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-91- 52.6% |
$5.38K - $5.79K
|
82
$4.93K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$1.18K - $1.27K
|
20
$1.2K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
119New |
$7.04K - $7.57K
|
119
$7.16K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-554- 89.5% |
$32.8K - $35.2K
|
65
$3.91K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.97KNew |
$235K - $253K
|
3.97K
$239K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$671K - $722K
|
11.4K
$683K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
61New |
$3.61K - $3.88K
|
61
$3.67K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.88KNew |
$466K - $501K
|
7.88K
$474K
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.8KNew |
$343K - $369K
|
5.8K
$349K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
225New |
$13.3K - $14.3K
|
225
$13.5K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
152K+ 108.64% |
$9.02M - $9.69M
|
293K
$17.6M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.93M+ 271.75% |
$173M - $186M
|
4.01M
$241M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
221K+ 194.0% |
$13.1M - $14M
|
335K
$20.1M
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
844+ 6.06% |
$49.9K - $53.7K
|
14.8K
$889K
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.18K- 52.01% |
$306K - $329K
|
4.78K
$287K
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.46K- 16.62% |
$382K - $411K
|
32.4K
$1.95M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.23K- 12.54% |
$72.6K - $78K
|
8.56K
$515K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$1.48K - $1.59K
|
25
$1.5K
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.19K- 37.75% |
$130K - $139K
|
3.62K
$217K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.1K+ 24.77% |
$1.31M - $1.4M
|
111K
$6.69M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.76K+ 70.0% |
$281K - $302K
|
11.6K
$695K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
220New |
$13K - $14K
|
220
$13.2K
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.68KNew |
$513K - $552K
|
8.68K
$522K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.39KNew |
$201K - $216K
|
3.39K
$204K
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-268- 5.53% |
$15.9K - $17K
|
4.58K
$275K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
39.7KNew |
$2.35M - $2.52M
|
39.7K
$2.38M
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.03KNew |
$238K - $256K
|
4.03K
$242K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
151K+ 57.12% |
$8.94M - $9.61M
|
416K
$25M
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4K+ 408.16% |
$237K - $254K
|
4.98K
$299K
|