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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-146- 1.05% |
$8.78K - $9.95K
|
13.7K
$825K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-86.6K- 70.61% |
$5.21M - $5.9M
|
36K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7.11K- 3.94% |
$428K - $485K
|
173K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.23K- 3.09% |
$73.9K - $83.8K
|
38.5K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2K- 29.54% |
$120K - $136K
|
4.78K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
106+ 37.59% |
$6.37K - $7.23K
|
388
$23.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.29K+ 83.51% |
$77.3K - $87.7K
|
2.83K
$170K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
120+ 0.16% |
$7.22K - $8.18K
|
74.1K
$4.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-54- 0.58% |
$3.25K - $3.68K
|
9.22K
$554K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
326New |
$19.6K - $22.2K
|
326
$19.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-371- 39.89% |
$22.3K - $25.3K
|
559
$33.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.06K- 6.49% |
$124K - $140K
|
29.7K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.71K+ 0.93% |
$163K - $185K
|
294K
$17.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.41K- 46.3% |
$265K - $301K
|
5.11K
$308K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.25K- 3.59% |
$376K - $426K
|
168K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-100- 1.51% |
$6.01K - $6.82K
|
6.53K
$393K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.9K+ 2778.4% |
$835K - $947K
|
14.4K
$865K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.77KNew |
$227K - $257K
|
3.77K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
122New |
$7.34K - $8.32K
|
122
$7.34K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.7KNew |
$882K - $1M
|
14.7K
$882K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.46K- 6.5% |
$268K - $304K
|
64.2K
$3.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-35.7K- 33.13% |
$2.14M - $2.43M
|
72K
$4.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-72- 0.46% |
$4.33K - $4.91K
|
15.7K
$941K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.44K+ 13.1% |
$567K - $643K
|
81.5K
$4.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-852- 16.18% |
$51.2K - $58.1K
|
4.41K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-380- 1.54% |
$22.8K - $25.9K
|
24.4K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
714+ 2.56% |
$42.9K - $48.7K
|
28.6K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
806+ 15.41% |
$48.5K - $54.9K
|
6.04K
$363K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-204- 0.61% |
$12.3K - $13.9K
|
33.2K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-104- 31.61% |
$6.25K - $7.09K
|
225
$13.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-151- 1.41% |
$9.08K - $10.3K
|
10.5K
$633K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-647- 4.28% |
$38.9K - $44.1K
|
14.5K
$871K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-723- 3.26% |
$43.5K - $49.3K
|
21.5K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-855- 2.01% |
$51.4K - $58.3K
|
41.7K
$2.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.78K- 20.42% |
$227K - $258K
|
14.7K
$885K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-24.4K- 18.94% |
$1.47M - $1.67M
|
105K
$6.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-795- 2.47% |
$47.8K - $54.2K
|
31.4K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.32KNew |
$199K - $226K
|
3.32K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
410New |
$24.7K - $27.9K
|
410
$24.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
230+ 34.53% |
$13.8K - $15.7K
|
896
$53.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.62K+ 5.77% |
$398K - $451K
|
121K
$7.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.52KNew |
$212K - $240K
|
3.52K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.84K+ 10.96% |
$411K - $466K
|
69.3K
$4.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
3.02KNew |
$182K - $206K
|
3.02K
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-344- 1.2% |
$20.7K - $23.5K
|
28.3K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
613New |
$36.9K - $41.8K
|
613
$36.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
144K+ 6.78% |
$8.67M - $9.83M
|
2.27M
$137M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-95- 3.23% |
$5.71K - $6.48K
|
2.85K
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-5.07K- 3.71% |
$305K - $345K
|
131K
$7.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-424- 16.59% |
$25.5K - $28.9K
|
2.13K
$128K
|