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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.18K- 37.08% |
$70.8K - $80.3K
|
2K
$121K
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
4.43K+ 7.38% |
$267K - $302K
|
64.5K
$3.92M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
336+ 2.43% |
$20.2K - $22.9K
|
14.2K
$862K
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.51K+ 2.11% |
$151K - $171K
|
122K
$7.4M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-37- 1.07% |
$2.22K - $2.52K
|
3.41K
$207K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-71- 0.71% |
$4.27K - $4.84K
|
9.96K
$605K
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.06K+ 5.3% |
$124K - $140K
|
40.9K
$2.49M
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.32K- 7.99% |
$140K - $158K
|
26.7K
$1.62M
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-545- 7.44% |
$32.8K - $37.2K
|
6.79K
$412K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.73K- 1.98% |
$104K - $118K
|
85.8K
$5.21M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
83+ 1.36% |
$4.99K - $5.66K
|
6.17K
$375K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-209- 0.34% |
$12.6K - $14.2K
|
60.7K
$3.69M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-957- 24.09% |
$57.5K - $65.2K
|
3.02K
$183K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.42K- 0.78% |
$85.3K - $96.7K
|
179K
$10.9M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-957- 4.06% |
$57.5K - $65.2K
|
22.6K
$1.38M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-32.8K- 23.77% |
$1.97M - $2.24M
|
105K
$6.39M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-19.8K- 4.29% |
$1.19M - $1.35M
|
442K
$26.8M
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
4.19K+ 4.34% |
$252K - $285K
|
101K
$6.12M
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
314+ 2.21% |
$18.9K - $21.4K
|
14.5K
$881K
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
8.31K+ 7.58% |
$500K - $567K
|
118K
$7.17M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.24K- 4.37% |
$375K - $425K
|
136K
$8.29M
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-29- 2.56% |
$1.74K - $1.98K
|
1.11K
$67.1K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 7.09% |
$121K - $137K
|
30.5K
$1.85M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.43K- 14.78% |
$85.8K - $97.3K
|
8.23K
$500K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
71+ 1.21% |
$4.27K - $4.84K
|
5.93K
$360K
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.01% |
$120 - $136
|
21.9K
$1.33M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
57+ 0.84% |
$3.43K - $3.89K
|
6.83K
$415K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.4K- 2.91% |
$204K - $232K
|
114K
$6.9M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-16- 28.57% |
$962 - $1.09K
|
40
$2.43K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.7K+ 6670.0% |
$2.09M - $2.36M
|
35.2K
$2.14M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-542- 2.06% |
$32.6K - $36.9K
|
25.8K
$1.57M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-447- 62.0% |
$26.9K - $30.5K
|
274
$16.6K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
853+ 5.39% |
$51.3K - $58.1K
|
16.7K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
5.67K+ 8.27% |
$341K - $386K
|
74.2K
$4.51M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
139+ 2.27% |
$8.36K - $9.48K
|
6.25K
$380K
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
5.8KNew |
$349K - $395K
|
5.8K
$352K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 1.1% |
$1.92K - $2.18K
|
2.95K
$179K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-120- 1.34% |
$7.22K - $8.18K
|
8.86K
$538K
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-147- 1.2% |
$8.84K - $10K
|
12.2K
$738K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
750New |
$45.1K - $51.1K
|
750
$45.6K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
509+ 0.72% |
$30.6K - $34.7K
|
71.5K
$4.35M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.24K- 33.07% |
$195K - $221K
|
6.56K
$398K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-5.56K- 41.12% |
$334K - $379K
|
7.96K
$484K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
359+ 0.77% |
$21.6K - $24.5K
|
47.2K
$2.86M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
595+ 25.56% |
$35.8K - $40.6K
|
2.92K
$178K
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
612+ 2.94% |
$36.8K - $41.7K
|
21.4K
$1.3M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
25.3KNew |
$1.52M - $1.72M
|
25.3K
$1.54M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.47K+ 0.97% |
$149K - $168K
|
258K
$15.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.18K- 4.78% |
$252K - $285K
|
83.3K
$5.06M
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-7- 0.17% |
$421 - $477
|
4.11K
$250K
|