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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 2.62% |
$1.81K - $1.99K
|
1.19K
$86.5K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-185- 78.72% |
$10.5K - $11.5K
|
50
$3.63K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
15.8KNew |
$896K - $986K
|
15.8K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
18.2K+ 27.29% |
$1.03M - $1.13M
|
85K
$6.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
35New |
$1.98K - $2.18K
|
35
$2.54K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$122K - $135K
|
2.16K
$157K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
70.4K+ 1970.46% |
$3.98M - $4.38M
|
74K
$5.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-169- 16.87% |
$9.55K - $10.5K
|
833
$60.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
780New |
$44.1K - $48.5K
|
780
$56.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 2.87% |
$58.2K - $64.1K
|
36.9K
$2.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-15- 9.15% |
$848 - $933
|
149
$10.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-608- 66.89% |
$34.4K - $37.8K
|
301
$21.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.34KClosed |
$245K - $270K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
208+ 1.12% |
$11.8K - $12.9K
|
18.7K
$1.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-75.1K- 69.37% |
$4.24M - $4.67M
|
33.2K
$2.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 2.36% |
$101K - $111K
|
74K
$5.37M
|
|
| Q4 2022 | |||||||
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.96K- 0.13% |
$142K - $171K
|
2.25M
$163M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
817+ 23.08% |
$39.2K - $47.2K
|
4.36K
$316K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$7.12M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
14New |
$672 - $809
|
14
$1.02K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.32KNew |
$112K - $134K
|
2.32K
$169K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
40New |
$1.92K - $2.31K
|
40
$2.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-65- 38.24% |
$3.12K - $3.75K
|
105
$7.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 5595.0% |
$53.7K - $64.6K
|
1.14K
$82.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 48.0% |
$576 - $693
|
13
$944
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
700+ 0.51% |
$33.6K - $40.4K
|
138K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1New |
$48 - $57.8
|
1
$72.6
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11New |
$528 - $635
|
11
$799
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-105- 1.78% |
$5.04K - $6.06K
|
5.78K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-140- 48.44% |
$6.72K - $8.09K
|
149
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
65New |
$3.12K - $3.75K
|
65
$4.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
388New |
$18.6K - $22.4K
|
388
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.14KNew |
$391K - $470K
|
8.14K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
121New |
$5.81K - $6.99K
|
121
$8.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
220+ 2.39% |
$10.6K - $12.7K
|
9.44K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
184New |
$8.84K - $10.6K
|
184
$13.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
876New |
$42.1K - $50.6K
|
876
$63.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.47K+ 15.71% |
$119K - $143K
|
18.2K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
301+ 100.0% |
$14.5K - $17.4K
|
602
$43.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100+ 15.31% |
$4.8K - $5.78K
|
753
$54.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
94.5K+ 2166.7% |
$4.54M - $5.46M
|
98.8K
$7.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
10KNew |
$480K - $578K
|
10K
$726K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.87KNew |
$89.9K - $108K
|
1.87K
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.03K- 18.13% |
$49.5K - $59.5K
|
4.65K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.27KNew |
$205K - $246K
|
4.27K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
750New |
$36K - $43.3K
|
750
$54.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.28K- 24.95% |
$61.2K - $73.6K
|
3.84K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$173K - $208K
|
3.6K
$261K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.66KNew |
$176K - $212K
|
3.66K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-453- 9.38% |
$21.8K - $26.2K
|
4.38K
$318K
|
|