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 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-7.37K- 16.92% |
$437K - $487K
|
36.2K
$2.63M
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 0.83% |
$3.68K - $4.1K
|
7.57K
$550K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-914- 12.74% |
$54.2K - $60.4K
|
6.26K
$455K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-832- 3.64% |
$49.3K - $55K
|
22.1K
$1.6M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
342+ 8.82% |
$20.3K - $22.6K
|
4.22K
$306K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
468+ 7.81% |
$27.7K - $30.9K
|
6.46K
$469K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 0.18% |
$1.07K - $1.19K
|
10.3K
$746K
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.01K+ 11.46% |
$119K - $133K
|
19.5K
$1.42M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.36K+ 5.19% |
$199K - $222K
|
68.1K
$4.95M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-4- 0.11% |
$237 - $264
|
3.71K
$270K
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-6.78K- 17.55% |
$402K - $448K
|
31.9K
$2.31M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.07K- 0.77% |
$63.2K - $70.5K
|
137K
$9.94M
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-1.47K- 2.04% |
$87.2K - $97.2K
|
70.7K
$5.14M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.47K- 45.49% |
$206K - $230K
|
4.16K
$302K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-2.8K- 10.77% |
$166K - $185K
|
23.2K
$1.68M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-382- 6.77% |
$22.6K - $25.3K
|
5.26K
$382K
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-228- 25.59% |
$13.5K - $15.1K
|
663
$48.1K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.06K+ 3.9% |
$62.8K - $70K
|
28.2K
$2.05M
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
158+ 1.92% |
$9.37K - $10.4K
|
8.39K
$609K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.66K- 2.32% |
$98.5K - $110K
|
70K
$5.08M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$296 - $331
|
5
$363
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-67- 0.14% |
$3.97K - $4.43K
|
46.4K
$3.37M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3- 0.13% |
$178 - $198
|
2.33K
$169K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
234+ 1.09% |
$13.9K - $15.5K
|
21.7K
$1.57M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
595+ 7.67% |
$35.3K - $39.3K
|
8.35K
$607K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.91K+ 7.94% |
$410K - $457K
|
94K
$6.83M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-155- 4.52% |
$9.19K - $10.2K
|
3.28K
$238K
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-598- 4.24% |
$35.4K - $39.5K
|
13.5K
$982K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
109+ 13.63% |
$6.46K - $7.2K
|
909
$66K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.7K- 4.93% |
$810K - $904K
|
263K
$19.1M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.93K- 6.5% |
$114K - $127K
|
27.7K
$2.01M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 13.05% |
$98.3K - $110K
|
11.1K
$803K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.15KNew |
$187K - $208K
|
3.15K
$229K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.5K- 2.9% |
$88.9K - $99.1K
|
50.3K
$3.65M
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
1.19K+ 12.03% |
$70.5K - $78.7K
|
11.1K
$805K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
14New |
$830 - $925
|
14
$1.02K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
394+ 27.86% |
$23.4K - $26K
|
1.81K
$131K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 3.46% |
$2.63M - $2.93M
|
1.24M
$89.9M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.07K- 0.87% |
$63.5K - $70.9K
|
123K
$8.9M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.37K- 5.29% |
$81K - $90.4K
|
24.5K
$1.78M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-136- 3.09% |
$8.06K - $8.99K
|
4.27K
$310K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$356 - $397
|
6
$436
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-22.8K- 24.49% |
$1.35M - $1.51M
|
70.4K
$5.11M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
88+ 0.57% |
$5.22K - $5.82K
|
15.6K
$1.13M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-179- 2.16% |
$10.6K - $11.8K
|
8.12K
$589K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.46K+ 5.37% |
$86.4K - $96.4K
|
28.6K
$2.08M
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.4K- 6.53% |
$82.8K - $92.3K
|
20K
$1.45M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.3K+ 25.68% |
$1.91M - $2.13M
|
158K
$11.5M
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 4.38% |
$86K - $95.8K
|
31.7K
$2.3M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-286- 19.92% |
$17K - $18.9K
|
1.15K
$83.5K
|