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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.45KNew |
$133K - $165K
|
2.45K
$188K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.97K+ 6.74% |
$107K - $133K
|
31.2K
$2.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.85K+ 58.31% |
$100K - $124K
|
5.01K
$385K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1.83K+ 0.93% |
$99.5K - $124K
|
200K
$15.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.06KNew |
$57.5K - $71.4K
|
1.06K
$81.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
896New |
$48.6K - $60.4K
|
896
$68.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
680New |
$36.9K - $45.8K
|
680
$52.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
360New |
$19.5K - $24.3K
|
360
$27.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
235New |
$12.8K - $15.8K
|
235
$18.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
182+ 82.73% |
$9.88K - $12.3K
|
402
$30.9K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
142+ 3.52% |
$7.71K - $9.57K
|
4.18K
$321K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
105New |
$5.7K - $7.07K
|
105
$8.07K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
75+ 2.03% |
$4.07K - $5.05K
|
3.77K
$290K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55New |
$2.99K - $3.71K
|
55
$4.22K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$1.63K - $2.02K
|
30
$2.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
27New |
$1.47K - $1.82K
|
27
$2.07K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 2.0% |
$1.03K - $1.28K
|
967
$74.3K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
55.4KNew |
$3.38M - $4.08M
|
55.4K
$4.25M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.44KNew |
$271K - $327K
|
4.44K
$341K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
773New |
$47.2K - $56.9K
|
773
$59.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
264New |
$16.1K - $19.4K
|
264
$20.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
103New |
$6.28K - $7.59K
|
103
$7.91K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59+ 4.88% |
$3.6K - $4.35K
|
1.27K
$97.4K
|
|
| Q4 2021 | |||||||
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.18K+ 23.09% |
$82.6K - $91K
|
6.27K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
852+ 53.72% |
$59.8K - $65.9K
|
2.44K
$187K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
127+ 1.96% |
$8.92K - $9.83K
|
6.61K
$508K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
113New |
$7.93K - $8.75K
|
113
$8.68K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
78New |
$5.48K - $6.04K
|
78
$5.99K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
75New |
$5.27K - $5.81K
|
75
$5.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4New |
$281 - $310
|
4
$307
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
155KNew |
$11.2M - $12.3M
|
155K
$11.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.7KNew |
$844K - $924K
|
11.7K
$897K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.09KNew |
$78.8K - $86.3K
|
1.09K
$83.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
65New |
$4.69K - $5.14K
|
65
$4.99K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33New |
$2.38K - $2.61K
|
33
$2.53K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19New |
$1.37K - $1.5K
|
19
$1.46K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
109KNew |
$7.95M - $8.41M
|
109K
$8.37M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.8KNew |
$1.08M - $1.14M
|
14.8K
$1.14M
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.05KNew |
$76.5K - $81K
|
1.05K
$80.7K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
51New |
$3.72K - $3.93K
|
51
$3.92K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.5K+ 83.33% |
$170K - $183K
|
5.5K
$422K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
21.5KNew |
$1.22M - $1.48M
|
21.5K
$1.65M
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1.2KNew |
$68.3K - $82.7K
|
1.2K
$92.4K
|
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
451New |
$25.6K - $31K
|
451
$34.6K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$5.68K - $6.87K
|
100
$7.68K
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
BUY
|
- |
46New |
$2.61K - $3.16K
|
46
$3.53K
|
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 23.81% |
$568 - $687
|
52
$3.99K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.75KNew |
$158K - $214K
|
3.75K
$288K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
293New |
$12.3K - $16.8K
|
293
$22.5K
|
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
41New |
$1.72K - $2.35K
|
41
$3.15K
|
|