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 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.48K+ 2.67% |
$87.7K - $97.8K
|
56.9K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
250KNew |
$14.8M - $16.5M
|
250K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.94K- 0.57% |
$115K - $128K
|
336K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.06KNew |
$241K - $269K
|
4.06K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.5KClosed |
$89K - $99.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-2.26K- 31.48% |
$134K - $150K
|
4.93K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-429- 5.13% |
$25.4K - $28.4K
|
7.94K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
290+ 7.17% |
$17.2K - $19.2K
|
4.34K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.66K+ 3.07% |
$276K - $308K
|
157K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 1.19% |
$1.3K - $1.45K
|
1.87K
$136K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
419+ 805.77% |
$24.8K - $27.7K
|
471
$34.2K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-275- 1.68% |
$16.3K - $18.2K
|
16.1K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-131K- 99.66% |
$7.79M - $8.68M
|
448
$32.5K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.2K- 1.63% |
$662K - $738K
|
672K
$48.8M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35.9K+ 6.66% |
$2.13M - $2.38M
|
575K
$41.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-224- 16.2% |
$13.3K - $14.8K
|
1.16K
$84.2K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
948+ 1.44% |
$56.2K - $62.7K
|
66.9K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.06K- 24.62% |
$418K - $467K
|
21.6K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 3.85% |
$68.9K - $76.9K
|
29.1K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-737- 1.08% |
$43.7K - $48.7K
|
67.2K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.9K- 11.91% |
$2.78M - $3.1M
|
347K
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-313K- 43.68% |
$18.6M - $20.7M
|
404K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-26.2K- 8.74% |
$1.56M - $1.73M
|
274K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-52- 0.39% |
$3.08K - $3.44K
|
13.3K
$968K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.1K+ 27.77% |
$540K - $602K
|
41.9K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-93.2K- 91.35% |
$5.53M - $6.16M
|
8.83K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.85K- 1.05% |
$169K - $189K
|
268K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
159K+ 30.25% |
$9.4M - $10.5M
|
683K
$49.6M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
48.6K+ 52.93% |
$2.88M - $3.21M
|
140K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.6K+ 8.12% |
$154K - $172K
|
34.5K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-270K- 28.16% |
$16M - $17.9M
|
690K
$50.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
142+ 0.47% |
$8.42K - $9.39K
|
30.6K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.3K- 9.06% |
$76.8K - $85.7K
|
13K
$945K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.46KNew |
$205K - $229K
|
3.46K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-46- 0.22% |
$2.73K - $3.04K
|
20.7K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-101- 2.94% |
$5.99K - $6.68K
|
3.33K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.03% |
$474 - $529
|
25.8K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10.6K- 41.84% |
$630K - $703K
|
14.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
481KNew |
$28.5M - $31.8M
|
481K
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.8K- 8.13% |
$107K - $119K
|
20.3K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
117K+ 51.91% |
$6.92M - $7.72M
|
342K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-2- 0.05% |
$119 - $132
|
3.75K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.66K+ 12.29% |
$217K - $242K
|
33.4K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 1.91% |
$1.21M - $1.35M
|
1.09M
$79.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.1K- 1.0% |
$661K - $737K
|
1.11M
$80.4M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-50.5K- 14.87% |
$2.99M - $3.34M
|
289K
$21M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.27KNew |
$194K - $216K
|
3.27K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
137New |
$8.12K - $9.06K
|
137
$9.95K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-293- 0.46% |
$17.4K - $19.4K
|
62.8K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-581- 7.99% |
$34.4K - $38.4K
|
6.69K
$486K
|