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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
46New |
$2.73K - $3.04K
|
46
$3.34K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
345K+ 3.51% |
$20.5M - $22.8M
|
10.2M
$740M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-12.9K- 52.79% |
$767K - $855K
|
11.6K
$841K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-10.8K- 14.03% |
$641K - $714K
|
66.2K
$4.81M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 8.45% |
$81.9K - $91.4K
|
15K
$1.09M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-676- 4.85% |
$40.1K - $44.7K
|
13.3K
$964K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.2KNew |
$249K - $277K
|
4.2K
$305K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.06K+ 33.96% |
$63.1K - $70.3K
|
4.2K
$305K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.3K- 42.41% |
$850K - $948K
|
19.5K
$1.41M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
28.1K+ 756.15% |
$1.66M - $1.86M
|
31.8K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.92K+ 9.98% |
$410K - $458K
|
76.3K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.99K+ 753.33% |
$355K - $396K
|
6.78K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 3.67% |
$77.8K - $86.8K
|
34.5K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
314New |
$18.6K - $20.8K
|
314
$22.8K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-350- 1.09% |
$20.7K - $23.1K
|
31.7K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-43.3K- 27.59% |
$2.57M - $2.86M
|
114K
$8.25M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
251New |
$14.9K - $16.6K
|
251
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
134+ 67.0% |
$7.94K - $8.86K
|
334
$24.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.64K+ 28.47% |
$394K - $439K
|
30K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-55- 9.68% |
$3.26K - $3.64K
|
513
$37.3K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.2K- 12.2% |
$782K - $872K
|
95K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-517- 7.2% |
$30.6K - $34.2K
|
6.66K
$484K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.51K+ 2.73% |
$149K - $166K
|
94.3K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.21K+ 0.77% |
$131K - $146K
|
290K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.29K- 5.19% |
$373K - $416K
|
115K
$8.34M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-3.92K- 14.83% |
$232K - $259K
|
22.5K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.44M- 42.95% |
$85.2M - $95M
|
1.91M
$139M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.5K- 3.75% |
$5.84M - $6.51M
|
2.53M
$184M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
90.2K+ 288.88% |
$5.35M - $5.96M
|
121K
$8.81M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
20.6K+ 7.94% |
$1.22M - $1.36M
|
281K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-500- 5.35% |
$29.6K - $33.1K
|
8.85K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.2K- 23.06% |
$2.15M - $2.4M
|
121K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.63KNew |
$571K - $637K
|
9.63K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.96K+ 18.71% |
$116K - $130K
|
12.4K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 6.43% |
$849K - $947K
|
237K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.94K- 10.1% |
$412K - $459K
|
61.8K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
246K+ 164.74% |
$14.6M - $16.3M
|
395K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13K+ 2.81% |
$768K - $856K
|
473K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-734- 3.64% |
$43.5K - $48.5K
|
19.5K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.86K+ 222.32% |
$585K - $652K
|
14.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
186+ 1.78% |
$11K - $12.3K
|
10.6K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$601K - $670K
|
10.1K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
12KNew |
$709K - $790K
|
12K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.33K+ 10.87% |
$79K - $88.1K
|
13.6K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-6.91K- 1.5% |
$410K - $457K
|
454K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.25K- 2.56% |
$73.9K - $82.4K
|
47.4K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-108- 0.76% |
$6.4K - $7.14K
|
14.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.36K- 28.04% |
$318K - $354K
|
13.8K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.01KNew |
$59.9K - $66.8K
|
1.01K
$73.3K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
505+ 1.12% |
$29.9K - $33.4K
|
45.6K
$3.31M
|