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 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.18K+ 23.09% |
$82.6K - $91K
|
6.27K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
852+ 53.72% |
$59.8K - $65.9K
|
2.44K
$147K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
127+ 1.96% |
$8.92K - $9.83K
|
6.61K
$398K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
113New |
$7.93K - $8.75K
|
113
$6.79K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
78New |
$5.48K - $6.04K
|
78
$4.69K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
75New |
$5.27K - $5.81K
|
75
$4.51K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4New |
$281 - $310
|
4
$241
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
155KNew |
$11.2M - $12.3M
|
155K
$9.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.7KNew |
$844K - $924K
|
11.7K
$703K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.09KNew |
$78.8K - $86.3K
|
1.09K
$65.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
65New |
$4.69K - $5.14K
|
65
$3.91K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33New |
$2.38K - $2.61K
|
33
$1.98K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19New |
$1.37K - $1.5K
|
19
$1.14K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
109KNew |
$7.95M - $8.41M
|
109K
$6.56M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.8KNew |
$1.08M - $1.14M
|
14.8K
$892K
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.05KNew |
$76.5K - $81K
|
1.05K
$63.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
51New |
$3.72K - $3.93K
|
51
$3.07K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.5K+ 83.33% |
$170K - $183K
|
5.5K
$331K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
21.5KNew |
$1.22M - $1.48M
|
21.5K
$1.29M
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1.2KNew |
$68.3K - $82.7K
|
1.2K
$72.3K
|
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
451New |
$25.6K - $31K
|
451
$27.1K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$5.68K - $6.87K
|
100
$6.01K
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
46New |
$2.61K - $3.16K
|
46
$2.77K
|
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 23.81% |
$568 - $687
|
52
$3.13K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.75KNew |
$158K - $214K
|
3.75K
$225K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
293New |
$12.3K - $16.8K
|
293
$17.6K
|
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
41New |
$1.72K - $2.35K
|
41
$2.47K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9.11KNew |
$349K - $572K
|
9.11K
$548K
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
185New |
$7.09K - $11.6K
|
185
$11.1K
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.75KNew |
$210K - $235K
|
3.75K
$225K
|
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
81New |
$4.53K - $5.08K
|
81
$4.87K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
477New |
$25.6K - $27.9K
|
477
$28.7K
|
|
| Q1 2019 | |||||||
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
279New |
$14.3K - $16.2K
|
279
$16.8K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
15New |
$744 - $937
|
15
$902
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
156KNew |
$9.41M - $9.97M
|
156K
$9.37M
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
53.4KNew |
$3.33M - $3.57M
|
53.4K
$3.21M
|
|
|
Aug 23, 2018
Q2 2018
|
Mainstay Capital Management LLC
|
BUY
|
- |
51KNew |
$3.18M - $3.41M
|
51K
$3.07M
|
|
|
Aug 13, 2018
Q2 2018
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
7.89KNew |
$492K - $528K
|
7.89K
$474K
|
|
| Q1 2018 | |||||||
|
Apr 30, 2018
Q1 2018
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
650KNew |
$40.8M - $45M
|
650K
$39.1M
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.22KNew |
$75.2K - $78.7K
|
1.22K
$73.4K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$61.1 - $62
|
1
$60.1
|
|