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 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.82K- 4.71% |
$350K - $397K
|
118K
$7.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.83K- 1.94% |
$230K - $261K
|
194K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$235K - $267K
|
3.92K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-27- 0.03% |
$1.62K - $1.84K
|
101K
$6.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 1.53% |
$1.62K - $1.84K
|
1.74K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-8- 0.03% |
$481 - $545
|
30.8K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-45- 1.15% |
$2.71K - $3.07K
|
3.86K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-602- 2.54% |
$36.2K - $41K
|
23.1K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
331New |
$19.9K - $22.6K
|
331
$19.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.11K+ 6.73% |
$66.6K - $75.5K
|
17.6K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-9- 0.57% |
$541 - $614
|
1.56K
$93.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
346New |
$20.8K - $23.6K
|
346
$20.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.75KNew |
$345K - $392K
|
5.75K
$345K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$421 - $477
|
10.6K
$640K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 12.85% |
$1.38K - $1.57K
|
202
$12.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.43K- 10.0% |
$85.7K - $97.1K
|
12.8K
$771K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-200- 6.11% |
$12K - $13.6K
|
3.07K
$185K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-5.8K- 4.42% |
$349K - $395K
|
126K
$7.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-65- 0.87% |
$3.91K - $4.43K
|
7.41K
$446K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
3.04K+ 4.61% |
$183K - $207K
|
69.1K
$4.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.93K- 4.25% |
$477K - $541K
|
179K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
294New |
$17.7K - $20K
|
294
$17.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.18K+ 1.22% |
$311K - $353K
|
429K
$25.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-869- 11.73% |
$52.3K - $59.2K
|
6.54K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.89KNew |
$174K - $197K
|
2.89K
$174K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.87KNew |
$473K - $536K
|
7.87K
$473K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.39K- 3.1% |
$384K - $435K
|
199K
$12M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-226- 1.06% |
$13.6K - $15.4K
|
21.1K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-5.29K- 2.75% |
$318K - $360K
|
187K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
453+ 0.37% |
$27.2K - $30.9K
|
123K
$7.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-722- 14.82% |
$43.4K - $49.2K
|
4.15K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.44K- 1.78% |
$207K - $235K
|
190K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.49K+ 2.12% |
$390K - $442K
|
313K
$18.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-62- 1.47% |
$3.73K - $4.23K
|
4.16K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
687+ 4.93% |
$41.3K - $46.8K
|
14.6K
$879K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.63K+ 4.47% |
$97.8K - $111K
|
38K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.7K- 4.1% |
$223K - $252K
|
86.6K
$5.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.47KNew |
$208K - $236K
|
3.47K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-563- 1.71% |
$33.9K - $38.4K
|
32.3K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.1K- 19.11% |
$187K - $212K
|
13.1K
$790K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.23K- 9.36% |
$134K - $152K
|
21.6K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.13K+ 9.44% |
$549K - $622K
|
106K
$6.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6.03K- 16.21% |
$362K - $411K
|
31.1K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-469- 1.94% |
$28.2K - $32K
|
23.7K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.37K- 4.37% |
$82.4K - $93.4K
|
29.9K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.14K+ 7.93% |
$128K - $146K
|
29.1K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.34K+ 3.5% |
$321K - $364K
|
158K
$9.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
439+ 11.86% |
$26.4K - $29.9K
|
4.14K
$249K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
131+ 0.37% |
$7.88K - $8.93K
|
35.6K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.67K- 26.63% |
$461K - $523K
|
21.1K
$1.27M
|