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 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-269K- 41.01% |
$16M - $17.8M
|
388K
$28.1M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-110- 0.05% |
$6.52K - $7.27K
|
242K
$17.6M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-226K- 15.58% |
$13.4M - $14.9M
|
1.23M
$89M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 34.48% |
$593 - $661
|
39
$2.83K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1K+ 163.13% |
$59.3K - $66.1K
|
1.61K
$117K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-311- 3.36% |
$18.4K - $20.6K
|
8.95K
$650K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
272New |
$16.1K - $18K
|
272
$19.8K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
629+ 11.26% |
$37.3K - $41.6K
|
6.22K
$451K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-68.5K- 41.91% |
$4.06M - $4.53M
|
95K
$6.9M
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-503- 3.86% |
$29.8K - $33.2K
|
12.5K
$911K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.58M+ 198.54% |
$153M - $171M
|
3.88M
$282M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.5K- 48.37% |
$1.39M - $1.55M
|
25.1K
$1.82M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 22.27% |
$3.02K - $3.37K
|
178
$12.9K
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.54KNew |
$506K - $564K
|
8.54K
$620K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.26K+ 4.48% |
$74.7K - $83.3K
|
29.4K
$2.13M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 3.56% |
$69.1K - $77.1K
|
31.6K
$2.29M
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
180New |
$10.7K - $11.9K
|
180
$13.1K
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-41- 0.31% |
$2.43K - $2.71K
|
13K
$943K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
571+ 7.93% |
$33.8K - $37.7K
|
7.77K
$564K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
414+ 0.94% |
$24.5K - $27.4K
|
44.4K
$3.22M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-632- 29.15% |
$37.5K - $41.8K
|
1.54K
$112K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.74K- 44.32% |
$340K - $379K
|
7.2K
$523K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-103- 2.61% |
$6.11K - $6.81K
|
3.84K
$279K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
997+ 27.22% |
$59.1K - $65.9K
|
4.66K
$338K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
9.25K+ 69.58% |
$548K - $612K
|
22.5K
$1.64M
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-330- 4.0% |
$19.6K - $21.8K
|
7.92K
$575K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.5K- 24.36% |
$89K - $99.3K
|
4.67K
$339K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
81New |
$4.8K - $5.35K
|
81
$5.88K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21- 0.19% |
$1.24K - $1.39K
|
11.3K
$817K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
750KNew |
$44.4M - $49.6M
|
750K
$54.4M
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.3K- 0.76% |
$76.9K - $85.8K
|
170K
$12.4M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.7K- 5.63% |
$2.59M - $2.89M
|
732K
$53.2M
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.74K- 4.91% |
$399K - $445K
|
130K
$9.47M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.11K+ 1.74% |
$66K - $73.6K
|
65.2K
$4.73M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-219K- 13.21% |
$13M - $14.5M
|
1.44M
$104M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.77K- 0.68% |
$105K - $117K
|
258K
$18.8M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9.6K- 12.86% |
$569K - $635K
|
65.1K
$4.72M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.12K+ 8.33% |
$66.2K - $73.8K
|
14.5K
$1.05M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
370+ 1.53% |
$21.9K - $24.5K
|
24.6K
$1.79M
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12+ 0.1% |
$711 - $793
|
11.5K
$833K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.78K- 25.11% |
$106K - $118K
|
5.32K
$386K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37New |
$2.19K - $2.45K
|
37
$2.69K
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.83K- 5.23% |
$109K - $121K
|
33.2K
$2.41M
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
13.7KNew |
$814K - $908K
|
13.7K
$997K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
63New |
$3.73K - $4.16K
|
63
$4.58K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8- 0.07% |
$474 - $529
|
11.2K
$811K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-364- 5.32% |
$21.6K - $24.1K
|
6.48K
$471K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-333- 1.17% |
$19.7K - $22K
|
28.1K
$2.04M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25+ 0.11% |
$1.48K - $1.65K
|
23.5K
$1.71M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-446- 6.9% |
$26.4K - $29.5K
|
6.02K
$437K
|