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 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-3KClosed |
$204K - $219K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.49KClosed |
$306K - $328K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-291Closed |
$19.8K - $21.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-20Closed |
$1.36K - $1.46K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-29.3KClosed |
$2M - $2.14M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-47Closed |
$3.2K - $3.44K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-181Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-69.3KClosed |
$4.72M - $5.07M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.5K+ 83.33% |
$170K - $183K
|
5.5K
$331K
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-56.3KClosed |
$3.84M - $4.12M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-186KClosed |
$12.7M - $13.6M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.62KClosed |
$110K - $118K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-5.4KClosed |
$368K - $395K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$749 - $805
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-17.3KClosed |
$1.18M - $1.26M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-248KClosed |
$16.9M - $18.1M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.2KClosed |
$422K - $454K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-130KClosed |
$8.86M - $9.52M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-22.5KClosed |
$1.53M - $1.65M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 23.81% |
$568 - $687
|
52
$3.13K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$5.68K - $6.87K
|
100
$6.01K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-505Closed |
$28.7K - $34.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-814Closed |
$46.2K - $56K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
451New |
$25.6K - $31K
|
451
$27.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-73Closed |
$4.15K - $5.02K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33.9KClosed |
$1.93M - $2.33M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.52KClosed |
$86.4K - $105K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.83KClosed |
$217K - $263K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-65Closed |
$3.69K - $4.47K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-20.7KClosed |
$1.18M - $1.42M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.26KClosed |
$242K - $293K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-17Closed |
$965 - $1.17K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-273Closed |
$15.5K - $18.8K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
46New |
$2.61K - $3.16K
|
46
$2.77K
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1.2KNew |
$68.3K - $82.7K
|
1.2K
$72.3K
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100Closed |
$5.68K - $6.87K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.45KClosed |
$82.3K - $99.7K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Wood Trust Financial Corp
|
SELL
|
- |
-3.57KClosed |
$203K - $245K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-254Closed |
$14.4K - $17.5K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
21.5KNew |
$1.22M - $1.48M
|
21.5K
$1.29M
|
|
| Q3 2020 | |||||||
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-80.1KClosed |
$4.32M - $4.82M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-870Closed |
$46.9K - $52.4K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-293Closed |
$15.8K - $17.6K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.8KClosed |
$1.01M - $1.13M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.77KClosed |
$203K - $227K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-415Closed |
$22.4K - $25K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-13Closed |
$701 - $783
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-64.8KClosed |
$3.49M - $3.9M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-18Closed |
$970 - $1.08K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.23KClosed |
$66.3K - $74.1K
|
0
$0
|
|