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 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
663+ 9.52% |
$39.3K - $43.8K
|
7.63K
$554K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.7K- 5.81% |
$1.34M - $1.5M
|
368K
$26.7M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.32K- 22.83% |
$493K - $550K
|
28.1K
$2.04M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-956- 2.88% |
$56.7K - $63.2K
|
32.2K
$2.34M
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
57.1K+ 109.18% |
$3.38M - $3.77M
|
109K
$7.94M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-358- 9.44% |
$21.2K - $23.7K
|
3.44K
$250K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.1% |
$296 - $331
|
4.79K
$348K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-17.1K- 11.16% |
$1.01M - $1.13M
|
136K
$9.86M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-49.7K- 49.28% |
$2.94M - $3.28M
|
51.1K
$3.71M
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.95K+ 6.58% |
$234K - $261K
|
64K
$4.64M
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-94- 8.58% |
$5.57K - $6.21K
|
1K
$72.7K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43.7K+ 6.42% |
$2.59M - $2.89M
|
724K
$52.6M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 6.64% |
$890K - $993K
|
241K
$17.5M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
240+ 96.77% |
$14.2K - $15.9K
|
488
$35.4K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-60.6K- 94.78% |
$3.59M - $4M
|
3.34K
$242K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-325- 1.19% |
$19.3K - $21.5K
|
27K
$1.96M
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-875- 16.1% |
$51.9K - $57.8K
|
4.56K
$331K
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-2.02K- 10.78% |
$120K - $134K
|
16.7K
$1.22M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16.9K- 31.95% |
$999K - $1.11M
|
35.9K
$2.61M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
58.7K+ 5.75% |
$3.48M - $3.88M
|
1.08M
$78.4M
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.63K- 5.45% |
$96.6K - $108K
|
28.2K
$2.05M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-220- 39.57% |
$13K - $14.5K
|
336
$24.4K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.18K+ 36.06% |
$189K - $210K
|
12K
$872K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
422+ 8.47% |
$25K - $27.9K
|
5.4K
$392K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.78K+ 127.99% |
$342K - $382K
|
10.3K
$747K
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-4.43K- 50.47% |
$262K - $292K
|
4.34K
$315K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
68New |
$4.03K - $4.49K
|
68
$4.94K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-15- 0.09% |
$889 - $991
|
17.6K
$1.28M
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.46K- 8.48% |
$146K - $162K
|
26.5K
$1.92M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-41- 2.42% |
$2.43K - $2.71K
|
1.65K
$120K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
10+ 0.09% |
$593 - $661
|
11.7K
$853K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-56- 20.14% |
$3.32K - $3.7K
|
222
$16.1K
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
252+ 0.76% |
$14.9K - $16.7K
|
33.3K
$2.42M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
562+ 5.07% |
$33.3K - $37.1K
|
11.6K
$845K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.48K- 4.2% |
$265K - $296K
|
102K
$7.42M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.14K+ 3.77% |
$245K - $274K
|
114K
$8.27M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-62.9K- 89.69% |
$3.73M - $4.16M
|
7.23K
$525K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 4.17% |
$88.4K - $98.6K
|
34.2K
$2.49M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32.5KNew |
$1.93M - $2.15M
|
32.5K
$2.36M
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-271- 6.92% |
$16.1K - $17.9K
|
3.64K
$265K
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.35K+ 12.52% |
$139K - $155K
|
21.1K
$1.53M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
18.5K+ 19.21% |
$1.1M - $1.22M
|
115K
$8.35M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-29- 0.74% |
$1.72K - $1.92K
|
3.91K
$284K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35+ 0.24% |
$2.07K - $2.31K
|
14.7K
$1.07M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.13K- 41.6% |
$422K - $471K
|
10K
$726K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.85K+ 0.59% |
$110K - $122K
|
316K
$23M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-46- 4.83% |
$2.73K - $3.04K
|
907
$65.9K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.99K+ 2.95% |
$236K - $263K
|
139K
$10.1M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-15.8K- 3.64% |
$935K - $1.04M
|
417K
$30.3M
|