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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
650KNew |
$34M - $40.3M
|
650K
$47.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
166KNew |
$8.72M - $10.3M
|
166K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
8.03K+ 7.36% |
$420K - $497K
|
117K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$199K - $236K
|
3.8K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.36KNew |
$176K - $208K
|
3.36K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.03K+ 6866.67% |
$54K - $63.8K
|
1.05K
$75.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-86- 77.48% |
$4.5K - $5.33K
|
25
$1.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
134New |
$7.02K - $8.31K
|
134
$9.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 1.35% |
$4.61K - $5.45K
|
6.62K
$481K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.02KNew |
$211K - $249K
|
4.02K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-412- 62.24% |
$21.6K - $25.5K
|
250
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-29.7K- 73.25% |
$1.56M - $1.84M
|
10.8K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
507+ 0.58% |
$26.6K - $31.4K
|
87.8K
$6.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9- 2.69% |
$471 - $558
|
325
$23.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.73K- 2.25% |
$90.7K - $107K
|
75.3K
$5.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
79.1KNew |
$4.15M - $4.91M
|
79.1K
$5.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-21- 0.02% |
$1.1K - $1.3K
|
104K
$7.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.48KNew |
$182K - $216K
|
3.48K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
92New |
$4.82K - $5.7K
|
92
$6.68K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.8K- 32.64% |
$94.3K - $112K
|
3.71K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-42.6K- 98.14% |
$2.23M - $2.64M
|
810
$58.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.49KNew |
$183K - $217K
|
3.49K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.35KNew |
$175K - $208K
|
3.35K
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
405New |
$21.2K - $25.1K
|
405
$29.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$4.4K - $5.21K
|
84
$6.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-41- 1.94% |
$2.15K - $2.54K
|
2.08K
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
119+ 99.17% |
$6.23K - $7.38K
|
239
$17.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.34K+ 45.34% |
$123K - $145K
|
7.5K
$545K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
11+ 5.02% |
$576 - $682
|
230
$16.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
197New |
$10.3K - $12.2K
|
197
$14.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
233New |
$12.2K - $14.4K
|
233
$16.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.82K+ 5.47% |
$147K - $174K
|
54.3K
$3.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
289+ 0.34% |
$15.1K - $17.9K
|
85.3K
$6.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.32KNew |
$436K - $516K
|
8.32K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.65K- 30.89% |
$86.3K - $102K
|
3.68K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
295+ 89.94% |
$15.5K - $18.3K
|
623
$45.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.16K- 82.87% |
$270K - $320K
|
1.07K
$77.5K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.02KNew |
$211K - $249K
|
4.02K
$292K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-143- 60.85% |
$7.49K - $8.86K
|
92
$6.68K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
4.14KNew |
$217K - $256K
|
4.14K
$300K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17.4K- 29.59% |
$912K - $1.08M
|
41.4K
$3.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
21KNew |
$1.1M - $1.3M
|
21K
$1.53M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-925- 5.29% |
$48.5K - $57.3K
|
16.6K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
120New |
$6.29K - $7.44K
|
120
$8.71K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
191New |
$10K - $11.8K
|
191
$13.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-251- 2.87% |
$13.1K - $15.6K
|
8.49K
$617K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 0.47% |
$13.1K - $15.5K
|
52.8K
$3.84M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$185K - $218K
|
3.52K
$256K
|
|
| Q3 2023 | |||||||
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
138KNew |
$7.77M - $8.54M
|
138K
$10.1M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$505 - $555
|
9
$654
|
|