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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-466- 2.59% |
$28K - $31.8K
|
17.5K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-2.19K- 9.59% |
$132K - $149K
|
20.6K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.81K- 3.0% |
$409K - $464K
|
220K
$13.2M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.9KNew |
$775K - $879K
|
12.9K
$775K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
713+ 5.67% |
$42.9K - $48.6K
|
13.3K
$799K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.18K- 1.38% |
$131K - $149K
|
156K
$9.36M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-65.6K- 5.51% |
$3.95M - $4.47M
|
1.13M
$67.7M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
223K+ 143.94% |
$13.4M - $15.2M
|
378K
$22.7M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43.4K+ 12.48% |
$2.61M - $2.96M
|
391K
$23.5M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
84.3KNew |
$5.07M - $5.74M
|
84.3K
$5.07M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14K+ 2.14% |
$843K - $955K
|
670K
$40.3M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.8KNew |
$229K - $259K
|
3.8K
$229K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 5.36% |
$680K - $771K
|
222K
$13.4M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.79K+ 6.6% |
$108K - $122K
|
28.9K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.01K- 3.87% |
$181K - $205K
|
74.9K
$4.5M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.85K+ 17.65% |
$292K - $331K
|
32.3K
$1.94M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-761- 2.92% |
$45.8K - $51.9K
|
25.3K
$1.52M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 0.68% |
$75.2K - $85.2K
|
184K
$11.1M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.9K- 23.99% |
$955K - $1.08M
|
50.3K
$3.03M
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-209- 3.82% |
$12.6K - $14.2K
|
5.26K
$316K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
48+ 1.08% |
$2.89K - $3.27K
|
4.47K
$269K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-869- 13.5% |
$52.3K - $59.2K
|
5.57K
$335K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-238- 5.84% |
$14.3K - $16.2K
|
3.84K
$231K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-568- 0.52% |
$34.2K - $38.7K
|
110K
$6.6M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-472- 17.95% |
$28.4K - $32.2K
|
2.16K
$130K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
882+ 0.7% |
$53K - $60.1K
|
127K
$7.62M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-116K- 72.1% |
$6.98M - $7.91M
|
44.9K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
99+ 0.42% |
$5.95K - $6.75K
|
23.9K
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
61KNew |
$3.67M - $4.16M
|
61K
$3.67M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-132- 3.38% |
$7.94K - $9K
|
3.77K
$227K
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.09% |
$481 - $545
|
8.85K
$532K
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-26.5K- 47.4% |
$1.59M - $1.81M
|
29.4K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.84K+ 5.44% |
$171K - $194K
|
55.2K
$3.32M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
564+ 15.27% |
$33.9K - $38.4K
|
4.26K
$256K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-43.2K- 29.68% |
$2.6M - $2.95M
|
102K
$6.15M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-140K- 23.31% |
$8.43M - $9.55M
|
461K
$27.7M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-241- 2.42% |
$14.5K - $16.4K
|
9.74K
$586K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
121K+ 177.53% |
$7.3M - $8.27M
|
190K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.09% |
$60.1 - $68.2
|
1.07K
$64.5K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.85K+ 0.31% |
$111K - $126K
|
592K
$35.6M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.65K- 6.69% |
$160K - $181K
|
37K
$2.23M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
744+ 15.3% |
$44.7K - $50.7K
|
5.61K
$337K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.07K- 17.24% |
$64.6K - $73.2K
|
5.15K
$310K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.92K- 7.64% |
$115K - $131K
|
23.1K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-45- 1.05% |
$2.71K - $3.07K
|
4.24K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.6K- 9.92% |
$96.2K - $109K
|
14.5K
$874K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
61KNew |
$3.67M - $4.16M
|
61K
$3.67M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
44.2KNew |
$2.66M - $3.01M
|
44.2K
$2.66M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-898- 3.72% |
$54K - $61.2K
|
23.2K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.56K- 40.33% |
$154K - $174K
|
3.78K
$227K
|