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 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.06K- 44.34% |
$122K - $136K
|
2.58K
$187K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-146K- 4.05% |
$8.63M - $9.62M
|
3.45M
$251M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-161- 0.46% |
$9.54K - $10.6K
|
34.7K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-110- 4.78% |
$6.52K - $7.27K
|
2.19K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.79K- 0.95% |
$106K - $118K
|
188K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-49.8K- 63.48% |
$2.95M - $3.29M
|
28.6K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.52K- 10.44% |
$209K - $233K
|
30.2K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
124New |
$7.35K - $8.2K
|
124
$9K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.47K+ 7.47% |
$87.1K - $97.2K
|
21.1K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
377+ 0.93% |
$22.3K - $24.9K
|
40.9K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.52KNew |
$209K - $233K
|
3.52K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.52K- 99.92% |
$149K - $167K
|
2
$145
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.22K- 22.59% |
$72.1K - $80.4K
|
4.17K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.63K+ 0.83% |
$215K - $240K
|
438K
$31.8M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.54K+ 19.69% |
$91.2K - $102K
|
9.36K
$680K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-15.5K- 63.19% |
$921K - $1.03M
|
9.05K
$657K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-13.4K- 45.68% |
$792K - $883K
|
15.9K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.72K+ 10.84% |
$339K - $378K
|
58.5K
$4.25M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-895- 6.98% |
$53.1K - $59.2K
|
11.9K
$866K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.04K- 2.83% |
$358K - $399K
|
207K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-982- 8.75% |
$58.2K - $64.9K
|
10.2K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-38.1K- 46.91% |
$2.26M - $2.52M
|
43.1K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
989+ 164.29% |
$58.6K - $65.4K
|
1.59K
$116K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
204KNew |
$12.1M - $13.5M
|
204K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-794- 18.33% |
$47.1K - $52.5K
|
3.54K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.16K+ 0.72% |
$247K - $275K
|
583K
$42.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.22M- 50.54% |
$72.6M - $80.9M
|
1.2M
$87M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
816K+ 9.2% |
$48.4M - $53.9M
|
9.68M
$703M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-882- 3.6% |
$52.3K - $58.3K
|
23.6K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.1K+ 8.7% |
$124K - $139K
|
26.2K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-224- 13.2% |
$13.3K - $14.8K
|
1.47K
$107K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-199- 1.61% |
$11.8K - $13.2K
|
12.2K
$883K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
274+ 0.42% |
$16.2K - $18.1K
|
66K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-30.3K- 81.74% |
$1.8M - $2M
|
6.77K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-58- 0.23% |
$3.44K - $3.83K
|
24.6K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
9.47K+ 11.08% |
$561K - $626K
|
94.9K
$6.89M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-185K- 20.44% |
$11M - $12.2M
|
720K
$52.3M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
36+ 2.01% |
$2.13K - $2.38K
|
1.83K
$133K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.18M+ 393.33% |
$366M - $408M
|
7.75M
$563M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-407- 15.49% |
$24.1K - $26.9K
|
2.22K
$161K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
928+ 9.78% |
$55K - $61.3K
|
10.4K
$757K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.6% |
$2.37K - $2.64K
|
6.61K
$480K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 26.45% |
$91.3K - $102K
|
4.28K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
144+ 3.28% |
$8.54K - $9.52K
|
4.53K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 21.99% |
$7.94M - $8.85M
|
743K
$54M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.69K- 38.3% |
$219K - $244K
|
5.94K
$431K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.81K+ 2.99% |
$226K - $252K
|
131K
$9.51M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.3K- 10.64% |
$196K - $218K
|
27.7K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-39.6K- 46.27% |
$2.34M - $2.61M
|
45.9K
$3.34M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-312- 0.73% |
$18.5K - $20.6K
|
42.5K
$3.08M
|