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 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
14New |
$672 - $809
|
14
$842
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.32KNew |
$112K - $134K
|
2.32K
$140K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
40New |
$1.92K - $2.31K
|
40
$2.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-65- 38.24% |
$3.12K - $3.75K
|
105
$6.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 5595.0% |
$53.7K - $64.6K
|
1.14K
$68.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 48.0% |
$576 - $693
|
13
$782
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
700+ 0.51% |
$33.6K - $40.4K
|
138K
$8.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1New |
$48 - $57.8
|
1
$60.1
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11New |
$528 - $635
|
11
$661
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-105- 1.78% |
$5.04K - $6.06K
|
5.78K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-140- 48.44% |
$6.72K - $8.09K
|
149
$8.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
65New |
$3.12K - $3.75K
|
65
$3.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
388New |
$18.6K - $22.4K
|
388
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
52.3KNew |
$2.51M - $3.02M
|
52.3K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
57New |
$2.74K - $3.29K
|
57
$3.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.14KNew |
$391K - $470K
|
8.14K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
121New |
$5.81K - $6.99K
|
121
$7.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
220+ 2.39% |
$10.6K - $12.7K
|
9.44K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
184New |
$8.84K - $10.6K
|
184
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
876New |
$42.1K - $50.6K
|
876
$52.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.47K+ 15.71% |
$119K - $143K
|
18.2K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
120KNew |
$5.76M - $6.93M
|
120K
$7.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
301+ 100.0% |
$14.5K - $17.4K
|
602
$36.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100+ 15.31% |
$4.8K - $5.78K
|
753
$45.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
94.5K+ 2166.7% |
$4.54M - $5.46M
|
98.8K
$5.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
10KNew |
$480K - $578K
|
10K
$601K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.87KNew |
$89.9K - $108K
|
1.87K
$113K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.03K- 18.13% |
$49.5K - $59.5K
|
4.65K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.27KNew |
$205K - $246K
|
4.27K
$256K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
750New |
$36K - $43.3K
|
750
$45.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.28K- 24.95% |
$61.2K - $73.6K
|
3.84K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$173K - $208K
|
3.6K
$216K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.66KNew |
$176K - $212K
|
3.66K
$220K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-453- 9.38% |
$21.8K - $26.2K
|
4.38K
$263K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-5.21K- 35.0% |
$250K - $301K
|
9.68K
$582K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.3KNew |
$206K - $248K
|
4.3K
$258K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.5K- 99.46% |
$168K - $202K
|
19
$1.14K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-203- 82.86% |
$9.75K - $11.7K
|
42
$2.53K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$5.89M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
43.9KNew |
$2.11M - $2.53M
|
43.9K
$2.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
69New |
$3.31K - $3.99K
|
69
$4.15K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
48.7K+ 113.9% |
$2.34M - $2.81M
|
91.4K
$5.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
74KNew |
$3.56M - $4.28M
|
74K
$4.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.21KNew |
$346K - $416K
|
7.21K
$433K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-8.34K- 88.84% |
$401K - $482K
|
1.05K
$63K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
62New |
$2.98K - $3.58K
|
62
$3.73K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.69KNew |
$177K - $213K
|
3.69K
$222K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-33.7K- 35.93% |
$1.62M - $1.95M
|
60.1K
$3.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17New |
$817 - $982
|
17
$1.02K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-88- 88.89% |
$4.23K - $5.08K
|
11
$661
|