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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-615- 3.71% |
$36.5K - $40.7K
|
16K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
269+ 2.89% |
$15.9K - $17.8K
|
9.59K
$696K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
362+ 5.38% |
$21.5K - $23.9K
|
7.09K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-371- 6.57% |
$22K - $24.5K
|
5.27K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.14K- 8.34% |
$186K - $207K
|
34.5K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.56K- 41.77% |
$507K - $566K
|
11.9K
$867K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
151+ 2.4% |
$8.95K - $9.98K
|
6.45K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-354- 1.68% |
$21K - $23.4K
|
20.8K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.32K- 62.13% |
$375K - $418K
|
3.85K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12.7K- 5.95% |
$754K - $841K
|
201K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.02% |
$59.3 - $66.1
|
5.07K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 7.6% |
$79.6K - $88.8K
|
16.3K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.39% |
$119 - $132
|
510
$37K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 97.11% |
$108K - $120K
|
54
$3.92K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
170New |
$10.1K - $11.2K
|
170
$12.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
96New |
$5.69K - $6.35K
|
96
$6.97K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27- 0.27% |
$1.6K - $1.78K
|
9.93K
$721K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.29K- 31.25% |
$76.4K - $85.2K
|
2.84K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
61+ 3.36% |
$3.62K - $4.03K
|
1.88K
$136K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-105- 2.55% |
$6.22K - $6.94K
|
4.01K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-6.91K- 23.01% |
$409K - $456K
|
23.1K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-256- 3.43% |
$15.2K - $16.9K
|
7.22K
$524K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.72K- 40.36% |
$102K - $113K
|
2.53K
$184K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.27KNew |
$75.5K - $84.2K
|
1.27K
$92.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-437- 9.25% |
$25.9K - $28.9K
|
4.29K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.83K- 5.82% |
$109K - $121K
|
29.7K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.52K- 7.2% |
$209K - $233K
|
45.4K
$3.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.51KNew |
$267K - $298K
|
4.51K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
41.1K+ 80.91% |
$2.44M - $2.72M
|
91.9K
$6.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-23- 0.12% |
$1.36K - $1.52K
|
19.2K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.86K- 50.0% |
$110K - $123K
|
1.86K
$135K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
230+ 2.24% |
$13.6K - $15.2K
|
10.5K
$764K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
109New |
$6.46K - $7.2K
|
109
$7.92K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.16K+ 1.74% |
$128K - $143K
|
126K
$9.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
94+ 0.09% |
$5.57K - $6.21K
|
101K
$7.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 6.37% |
$84.5K - $94.2K
|
23.8K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-230- 17.88% |
$13.6K - $15.2K
|
1.06K
$76.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-20.7KClosed |
$1.23M - $1.37M
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 7.17% |
$698K - $778K
|
152K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-869- 11.09% |
$51.5K - $57.4K
|
6.97K
$506K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.86K+ 8.86% |
$347K - $387K
|
72K
$5.23M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-7.16K- 9.86% |
$424K - $473K
|
65.4K
$4.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-2.56K- 2.51% |
$152K - $169K
|
99.7K
$7.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.77KNew |
$223K - $249K
|
3.77K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 30.58% |
$72.7K - $81.1K
|
5.24K
$381K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-255- 3.18% |
$15.1K - $16.9K
|
7.77K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.83K+ 7.2% |
$464K - $517K
|
117K
$8.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 7.42% |
$320K - $356K
|
78.1K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-330- 0.97% |
$19.6K - $21.8K
|
33.7K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5- 0.03% |
$296 - $331
|
14.7K
$1.07M
|