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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
13.7K+ 79.68% |
$772K - $850K
|
30.8K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.7KNew |
$266K - $292K
|
4.7K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.63KNew |
$205K - $226K
|
3.63K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.53KNew |
$200K - $220K
|
3.53K
$271K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.41KNew |
$193K - $212K
|
3.41K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.36KNew |
$190K - $209K
|
3.36K
$258K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 2.87% |
$58.2K - $64.1K
|
36.9K
$2.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
780New |
$44.1K - $48.5K
|
780
$59.9K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
501+ 0.65% |
$28.3K - $31.2K
|
77.4K
$5.95M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
384New |
$21.7K - $23.9K
|
384
$29.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
208+ 1.12% |
$11.8K - $12.9K
|
18.7K
$1.44M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
110New |
$6.22K - $6.84K
|
110
$8.45K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97New |
$5.48K - $6.04K
|
97
$7.45K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
88New |
$4.97K - $5.48K
|
88
$6.76K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
68New |
$3.84K - $4.23K
|
68
$5.22K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 1.5% |
$3.17K - $3.48K
|
3.8K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
48New |
$2.71K - $2.99K
|
48
$3.69K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
35New |
$1.98K - $2.18K
|
35
$2.69K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$226 - $249
|
4
$307
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$7.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
98KNew |
$4.71M - $5.66M
|
98K
$7.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
94.5K+ 2166.7% |
$4.54M - $5.46M
|
98.8K
$7.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
74KNew |
$3.56M - $4.28M
|
74K
$5.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
48.7K+ 113.9% |
$2.34M - $2.81M
|
91.4K
$7.02M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
43.9KNew |
$2.11M - $2.53M
|
43.9K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
10KNew |
$480K - $578K
|
10K
$768K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.14KNew |
$391K - $470K
|
8.14K
$625K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.21KNew |
$346K - $416K
|
7.21K
$553K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.3KNew |
$206K - $248K
|
4.3K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.27KNew |
$205K - $246K
|
4.27K
$328K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4KNew |
$192K - $231K
|
4K
$307K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.69KNew |
$177K - $213K
|
3.69K
$284K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.66KNew |
$176K - $212K
|
3.66K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$173K - $208K
|
3.6K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.47K+ 15.71% |
$119K - $143K
|
18.2K
$1.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.43KNew |
$116K - $140K
|
2.43K
$186K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.32KNew |
$112K - $134K
|
2.32K
$179K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.87KNew |
$89.9K - $108K
|
1.87K
$144K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.84KNew |
$88.3K - $106K
|
1.84K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 5595.0% |
$53.7K - $64.6K
|
1.14K
$87.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
876New |
$42.1K - $50.6K
|
876
$67.3K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
817+ 23.08% |
$39.2K - $47.2K
|
4.36K
$335K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
750New |
$36K - $43.3K
|
750
$57.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
700+ 0.51% |
$33.6K - $40.4K
|
138K
$10.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
618+ 13.56% |
$29.7K - $35.7K
|
5.18K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
388New |
$18.6K - $22.4K
|
388
$29.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
341New |
$16.4K - $19.7K
|
341
$26.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
301+ 100.0% |
$14.5K - $17.4K
|
602
$46.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
220+ 2.39% |
$10.6K - $12.7K
|
9.44K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
184New |
$8.84K - $10.6K
|
184
$14.1K
|
|