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 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
618+ 13.56% |
$31.1K - $35.7K
|
5.18K
$319K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
388New |
$19.5K - $22.4K
|
388
$23.9K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
341New |
$17.1K - $19.7K
|
341
$21K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
301+ 100.0% |
$15.1K - $17.4K
|
602
$37.1K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
220+ 2.39% |
$11.1K - $12.7K
|
9.44K
$582K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
184New |
$9.25K - $10.6K
|
184
$11.4K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
121New |
$6.08K - $6.99K
|
121
$7.47K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100+ 15.31% |
$5.03K - $5.78K
|
753
$46.5K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
69New |
$3.47K - $3.99K
|
69
$4.26K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
65New |
$3.27K - $3.75K
|
65
$4.01K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
62New |
$3.12K - $3.58K
|
62
$3.83K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
57New |
$2.86K - $3.29K
|
57
$3.52K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
40New |
$2.01K - $2.31K
|
40
$2.47K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17New |
$854 - $982
|
17
$1.05K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
14New |
$704 - $809
|
14
$864
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
12New |
$603 - $693
|
12
$740
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11New |
$553 - $635
|
11
$679
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6New |
$302 - $347
|
6
$370
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1New |
$50.3 - $57.8
|
1
$61.7
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
146K+ 1094.54% |
$7.28M - $8.71M
|
160K
$9.84M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
94.2K+ 390.6% |
$4.69M - $5.61M
|
118K
$7.3M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65.9KNew |
$3.28M - $3.93M
|
65.9K
$4.07M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
44.3KNew |
$2.21M - $2.64M
|
44.3K
$2.73M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
42K+ 25.44% |
$2.09M - $2.5M
|
207K
$12.8M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
41.7KNew |
$2.08M - $2.48M
|
41.7K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
26.1K+ 65.8% |
$1.3M - $1.55M
|
65.8K
$4.06M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17KNew |
$846K - $1.01M
|
17K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10KNew |
$500K - $598K
|
10K
$619K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.03KNew |
$400K - $478K
|
8.03K
$495K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.6K+ 2.88% |
$378K - $452K
|
272K
$16.8M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.79KNew |
$338K - $404K
|
6.79K
$419K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.37K+ 1948.93% |
$317K - $380K
|
6.7K
$413K
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 0.13% |
$147K - $176K
|
2.25M
$139M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.14KNew |
$107K - $127K
|
2.14K
$132K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.14K+ 19.77% |
$106K - $127K
|
13K
$799K
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2KNew |
$99.6K - $119K
|
2K
$123K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.87KNew |
$93.3K - $112K
|
1.87K
$116K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.78K+ 7.69% |
$88.5K - $106K
|
24.9K
$1.54M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 452.65% |
$68.1K - $81.4K
|
1.67K
$103K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$58.4K - $69.9K
|
1.17K
$72.4K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
812+ 8.6% |
$40.4K - $48.4K
|
10.3K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
546New |
$27.2K - $32.5K
|
546
$33.7K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
514+ 4672.73% |
$25.6K - $30.6K
|
525
$32.4K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
319+ 191.02% |
$15.9K - $19K
|
486
$30K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
178New |
$8.86K - $10.6K
|
178
$11K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
159New |
$7.92K - $9.47K
|
159
$9.81K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
134New |
$6.67K - $7.98K
|
134
$8.27K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
131+ 0.75% |
$6.52K - $7.8K
|
17.7K
$1.09M
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$3.98K - $4.76K
|
80
$4.94K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
54New |
$2.69K - $3.22K
|
54
$3.33K
|