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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-42Closed |
$2.56K - $3.09K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-312- 25.22% |
$19K - $23K
|
925
$55.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10Closed |
$610 - $737
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-550Closed |
$33.6K - $40.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-8.49KClosed |
$518K - $625K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
264New |
$16.1K - $19.4K
|
264
$15.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
222+ 12.18% |
$13.5K - $16.4K
|
2.05K
$123K
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.77KClosed |
$291K - $351K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$686K - $828K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-94- 62.25% |
$5.73K - $6.92K
|
57
$3.43K
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.82KClosed |
$172K - $208K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-31.1KClosed |
$1.9M - $2.29M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-4.35KClosed |
$266K - $321K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-38Closed |
$2.32K - $2.8K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-30Closed |
$1.83K - $2.21K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.86KClosed |
$235K - $284K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-38.8KClosed |
$2.37M - $2.86M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
CALL |
-5Closed |
$305 - $368
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
103New |
$6.28K - $7.59K
|
103
$6.19K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.81KNew |
$355K - $428K
|
5.81K
$349K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.44KNew |
$271K - $327K
|
4.44K
$267K
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-5.34KClosed |
$326K - $393K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.18K+ 23.09% |
$82.6K - $91K
|
6.27K
$377K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
113New |
$7.93K - $8.75K
|
113
$6.79K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
78New |
$5.48K - $6.04K
|
78
$4.69K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
75New |
$5.27K - $5.81K
|
75
$4.51K
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-31.5KClosed |
$2.21M - $2.44M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-24Closed |
$1.69K - $1.86K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-236Closed |
$16.6K - $18.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-1.41KClosed |
$98.6K - $109K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-791KClosed |
$55.5M - $61.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
852+ 53.72% |
$59.8K - $65.9K
|
2.44K
$147K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-155Closed |
$10.9K - $12K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-65Closed |
$4.56K - $5.03K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4New |
$281 - $310
|
4
$241
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.18KClosed |
$434K - $478K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-183Closed |
$12.8K - $14.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-311Closed |
$21.8K - $24.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$70.2 - $77.4
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.71KClosed |
$190K - $210K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-285Closed |
$20K - $22.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.78KClosed |
$195K - $215K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-54Closed |
$3.79K - $4.18K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150Closed |
$10.5K - $11.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-26Closed |
$1.83K - $2.01K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-31.3KClosed |
$2.2M - $2.43M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
127+ 1.96% |
$8.92K - $9.83K
|
6.61K
$398K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-3.1KClosed |
$217K - $240K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-235Closed |
$16.5K - $18.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-51.8KClosed |
$3.64M - $4.01M
|
0
$0
|
|