Latest Institutional Purchases of Ishares Tr Msci Eafe Small Cap (SCZ)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Eafe Small Cap (SCZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
38.5KNew |
$2.31M - $2.59M
|
38.5K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.5K+ 8.23% |
$1.47M - $1.65M
|
322K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.2K+ 7.08% |
$671K - $751K
|
169K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
9.74K+ 3.16% |
$586K - $656K
|
318K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.61K+ 3.79% |
$578K - $647K
|
263K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
8.45K+ 6.68% |
$508K - $569K
|
135K
$8.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7.98K+ 25.91% |
$480K - $537K
|
38.8K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.42K+ 73.33% |
$446K - $500K
|
17.5K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.91KNew |
$415K - $465K
|
6.91K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.78KNew |
$408K - $457K
|
6.78K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.56K+ 213.38% |
$394K - $441K
|
9.63K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.55K+ 18.01% |
$334K - $373K
|
36.4K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.38K+ 4.74% |
$324K - $362K
|
119K
$7.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.09K+ 20.19% |
$306K - $343K
|
30.3K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$302K - $338K
|
5.02K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.86K+ 8.82% |
$292K - $327K
|
60K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 3.26% |
$238K - $267K
|
126K
$7.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.91K+ 10.16% |
$175K - $196K
|
31.5K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.57K+ 11.94% |
$155K - $173K
|
24.1K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.33K+ 7.04% |
$140K - $157K
|
35.5K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.64K+ 2.53% |
$98.3K - $110K
|
66.1K
$4.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.5K+ 8.25% |
$90K - $101K
|
19.6K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.44K+ 4.41% |
$86.8K - $97.1K
|
34.2K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 3.9% |
$85.9K - $96.2K
|
38K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.14K+ 15.81% |
$68.4K - $76.6K
|
8.34K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 37.29% |
$65.5K - $73.4K
|
4.01K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.08K+ 28.51% |
$64.6K - $72.4K
|
4.85K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
930+ 6.56% |
$55.9K - $62.6K
|
15.1K
$932K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
770New |
$46.3K - $51.8K
|
770
$47.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
656New |
$39.4K - $44.2K
|
656
$40.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
574+ 14.61% |
$34.5K - $38.6K
|
4.5K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
535+ 1.42% |
$32.2K - $36K
|
38.1K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
510+ 3.91% |
$30.7K - $34.3K
|
13.6K
$837K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
475+ 2.17% |
$28.6K - $32K
|
22.4K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
370New |
$22.2K - $24.9K
|
370
$22.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
263+ 6.38% |
$15.8K - $17.7K
|
4.39K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
243+ 4.75% |
$14.6K - $16.4K
|
5.36K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
231+ 2.31% |
$13.9K - $15.5K
|
10.2K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
222New |
$13.3K - $14.9K
|
222
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
206+ 1.34% |
$12.4K - $13.9K
|
15.5K
$958K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
203+ 1.73% |
$12.2K - $13.7K
|
11.9K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
162New |
$9.74K - $10.9K
|
162
$9.99K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
150+ 0.13% |
$9.02K - $10.1K
|
116K
$7.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
148+ 2.02% |
$8.9K - $9.96K
|
7.46K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
146+ 9.95% |
$8.78K - $9.83K
|
1.61K
$99.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
124+ 27.49% |
$7.46K - $8.35K
|
575
$35.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
102New |
$6.13K - $6.87K
|
102
$6.29K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$6.01K - $6.73K
|
100
$6.17K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
88+ 1.48% |
$5.29K - $5.92K
|
6.02K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
86+ 2.02% |
$5.17K - $5.79K
|
4.35K
$269K
|