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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-125- 1.62% |
$6.55K - $7.75K
|
7.59K
$456K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-251- 2.87% |
$13.1K - $15.6K
|
8.49K
$511K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 46.09% |
$2.78K - $3.28K
|
62
$3.73K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 0.47% |
$13.1K - $15.5K
|
52.8K
$3.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$185K - $218K
|
3.52K
$212K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-80- 10.77% |
$4.19K - $4.96K
|
663
$39.9K
|
|
| Q3 2023 | |||||||
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
138KNew |
$7.77M - $8.54M
|
138K
$8.32M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$505 - $555
|
9
$541
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-26Closed |
$1.46K - $1.6K
|
0
$0
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.73K- 3.61% |
$96.9K - $106K
|
46.1K
$2.77M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
18+ 0.33% |
$1.01K - $1.11K
|
5.42K
$326K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-200- 34.42% |
$11.2K - $12.3K
|
381
$22.9K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-188- 1.11% |
$10.6K - $11.6K
|
16.7K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
110+ 647.06% |
$6.18K - $6.78K
|
127
$7.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-55- 1.34% |
$3.09K - $3.39K
|
4.05K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-48- 23.88% |
$2.7K - $2.96K
|
153
$9.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
19.8K+ 4.72% |
$1.11M - $1.22M
|
439K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.24KNew |
$238K - $261K
|
4.24K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-785- 38.29% |
$44.1K - $48.4K
|
1.27K
$76.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16.5KNew |
$926K - $1.02M
|
16.5K
$992K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.52K- 99.8% |
$198K - $217K
|
7
$421
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-188KClosed |
$10.6M - $11.6M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.6K- 61.51% |
$258K - $284K
|
2.88K
$173K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
788New |
$44.2K - $48.6K
|
788
$47.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
314New |
$17.6K - $19.4K
|
314
$18.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
10+ 83.33% |
$562 - $617
|
22
$1.32K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
127New |
$7.13K - $7.83K
|
127
$7.64K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
181KNew |
$10.1M - $11.1M
|
181K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
900+ 300.0% |
$50.5K - $55.5K
|
1.2K
$72.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
981+ 3.94% |
$55.1K - $60.5K
|
25.9K
$1.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1+ 0.28% |
$56.2 - $61.7
|
361
$21.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
62New |
$3.48K - $3.82K
|
62
$3.73K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.73KNew |
$97.4K - $107K
|
1.73K
$104K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-554- 3.29% |
$31.1K - $34.2K
|
16.3K
$980K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
846+ 9.97% |
$47.5K - $52.2K
|
9.33K
$561K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-706- 18.43% |
$39.6K - $43.5K
|
3.13K
$188K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.3K- 84.31% |
$129K - $142K
|
428
$25.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
162New |
$9.1K - $9.99K
|
162
$9.74K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4New |
$225 - $247
|
4
$241
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-119- 2.45% |
$6.68K - $7.34K
|
4.73K
$284K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.7KNew |
$2.23M - $2.45M
|
39.7K
$2.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
84New |
$4.72K - $5.18K
|
84
$5.05K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.68KNew |
$431K - $473K
|
7.68K
$462K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-628- 0.85% |
$35.3K - $38.7K
|
73K
$4.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
260+ 5.46% |
$14.6K - $16K
|
5.02K
$302K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3.98K+ 3.25% |
$224K - $246K
|
127K
$7.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
203New |
$11.4K - $12.5K
|
203
$12.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
10.3KNew |
$580K - $637K
|
10.3K
$621K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.27K- 6.96% |
$71.4K - $78.4K
|
17K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-24- 82.76% |
$1.35K - $1.48K
|
5
$301
|
|