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 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-45- 0.5% |
$2.16K - $2.6K
|
8.92K
$536K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6New |
$288 - $347
|
6
$361
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-439- 75.04% |
$21.1K - $25.4K
|
146
$8.78K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-319- 7.75% |
$15.3K - $18.4K
|
3.8K
$228K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
341New |
$16.4K - $19.7K
|
341
$20.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.43KNew |
$116K - $140K
|
2.43K
$146K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
618+ 13.56% |
$29.7K - $35.7K
|
5.18K
$311K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
12New |
$576 - $693
|
12
$722
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4KNew |
$192K - $231K
|
4K
$241K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.84KNew |
$88.3K - $106K
|
1.84K
$111K
|
|
| Q3 2022 | |||||||
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27Closed |
$1.3K - $1.61K
|
0
$0
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 0.13% |
$143K - $176K
|
2.25M
$135M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
319+ 191.02% |
$15.4K - $19K
|
486
$29.2K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
3New |
$145 - $179
|
3
$180
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.37K+ 1948.93% |
$308K - $380K
|
6.7K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.78K+ 7.69% |
$85.8K - $106K
|
24.9K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
546New |
$26.4K - $32.5K
|
546
$32.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159New |
$7.68K - $9.47K
|
159
$9.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.42K- 16.65% |
$68.6K - $84.6K
|
7.11K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.64% |
$14.5K - $17.9K
|
11.1K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.62K- 14.92% |
$127K - $156K
|
15K
$900K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.14K+ 19.77% |
$103K - $127K
|
13K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
146K+ 1094.54% |
$7.06M - $8.71M
|
160K
$9.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
26.1K+ 65.8% |
$1.26M - $1.55M
|
65.8K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10KNew |
$485K - $598K
|
10K
$603K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.6K+ 2.88% |
$367K - $452K
|
272K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.03KNew |
$388K - $478K
|
8.03K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
44.3KNew |
$2.14M - $2.64M
|
44.3K
$2.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
134New |
$6.47K - $7.98K
|
134
$8.06K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-97Closed |
$4.69K - $5.78K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.87KNew |
$90.5K - $112K
|
1.87K
$113K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 452.65% |
$66K - $81.4K
|
1.67K
$100K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25+ 20.83% |
$1.21K - $1.49K
|
145
$8.72K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-172- 2.18% |
$8.31K - $10.2K
|
7.71K
$464K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-551- 7.25% |
$26.6K - $32.8K
|
7.05K
$424K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 5.41% |
$1.93K - $2.38K
|
700
$42.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
178New |
$8.6K - $10.6K
|
178
$10.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.74K- 30.93% |
$181K - $223K
|
8.35K
$502K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
514+ 4672.73% |
$24.8K - $30.6K
|
525
$31.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
42K+ 25.44% |
$2.03M - $2.5M
|
207K
$12.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2KNew |
$96.6K - $119K
|
2K
$120K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-638- 7.24% |
$30.8K - $38K
|
8.18K
$492K
|
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.65K- 30.9% |
$176K - $217K
|
8.17K
$491K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65.9KNew |
$3.19M - $3.93M
|
65.9K
$3.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.79KNew |
$328K - $404K
|
6.79K
$408K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-442- 5.54% |
$21.3K - $26.3K
|
7.54K
$454K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
41.7KNew |
$2.01M - $2.48M
|
41.7K
$2.51M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17KNew |
$821K - $1.01M
|
17K
$1.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
94.2K+ 390.6% |
$4.55M - $5.61M
|
118K
$7.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$56.7K - $69.9K
|
1.17K
$70.5K
|
|