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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.2K+ 51.54% |
$359K - $380K
|
18.2K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-7.8K- 68.02% |
$451K - $478K
|
3.67K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-21- 38.18% |
$1.22K - $1.29K
|
34
$2.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
221New |
$12.8K - $13.5K
|
221
$16K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-45.3K- 86.79% |
$2.62M - $2.77M
|
6.89K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 23.6% |
$116K - $123K
|
6.49K
$471K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65- 1.23% |
$3.76K - $3.98K
|
5.24K
$381K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
63+ 33.51% |
$3.65K - $3.86K
|
251
$18.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
180New |
$10.4K - $11K
|
180
$13.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-930- 5.29% |
$53.8K - $57K
|
16.6K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
150New |
$8.69K - $9.19K
|
150
$10.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$4K - $4.23K
|
69
$5.01K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
58.6KNew |
$3.4M - $3.59M
|
58.6K
$4.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10+ 0.26% |
$579 - $613
|
3.9K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
50.6KNew |
$2.93M - $3.1M
|
50.6K
$3.67M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-46.1K- 21.71% |
$2.67M - $2.82M
|
166K
$12.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$811 - $858
|
14
$1.02K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.59M- 45.77% |
$208M - $220M
|
4.25M
$309M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
44+ 19.05% |
$2.55K - $2.7K
|
275
$20K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
44+ 1.17% |
$2.55K - $2.7K
|
3.81K
$277K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-345- 25.56% |
$20K - $21.1K
|
1.01K
$73K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
104+ 2.13% |
$6.02K - $6.37K
|
4.98K
$362K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-17.7K- 76.88% |
$1.02M - $1.08M
|
5.32K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
338+ 5.73% |
$19.6K - $20.7K
|
6.23K
$453K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 14.29% |
$57.9 - $61.3
|
8
$581
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
78New |
$4.52K - $4.78K
|
78
$5.66K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-131- 3.65% |
$7.58K - $8.03K
|
3.46K
$251K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$57.9 - $61.3
|
33
$2.4K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
110New |
$6.22K - $6.84K
|
110
$7.99K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-21Closed |
$1.19K - $1.31K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1KClosed |
$56.5K - $62.2K
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.33KClosed |
$414K - $456K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 1.5% |
$3.17K - $3.48K
|
3.8K
$276K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-468- 94.74% |
$26.5K - $29.1K
|
26
$1.89K
|
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
13.7K+ 79.68% |
$772K - $850K
|
30.8K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
517KNew |
$29.2M - $32.2M
|
517K
$37.5M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.53KNew |
$200K - $220K
|
3.53K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.7KNew |
$266K - $292K
|
4.7K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.36K- 12.96% |
$133K - $147K
|
15.8K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-84- 3.95% |
$4.75K - $5.23K
|
2.04K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97New |
$5.48K - $6.04K
|
97
$7.04K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
501+ 0.65% |
$28.3K - $31.2K
|
77.4K
$5.62M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.92K- 98.13% |
$334K - $368K
|
113
$8.21K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
88New |
$4.97K - $5.48K
|
88
$6.39K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.36KNew |
$190K - $209K
|
3.36K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.63KNew |
$205K - $226K
|
3.63K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$226 - $249
|
4
$290
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 2.34% |
$339 - $373
|
250
$18.2K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.41KNew |
$193K - $212K
|
3.41K
$248K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.97MNew |
$337M - $371M
|
5.97M
$433M
|
|