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 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
92+ 0.94% |
$5.44K - $5.85K
|
9.83K
$607K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
83+ 0.27% |
$4.91K - $5.28K
|
30.5K
$1.88M
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
82+ 0.66% |
$4.85K - $5.21K
|
12.4K
$768K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76+ 158.33% |
$4.5K - $4.83K
|
124
$7.65K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
70+ 1.79% |
$4.14K - $4.45K
|
3.97K
$245K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
70+ 1.8% |
$4.14K - $4.45K
|
3.96K
$244K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
69+ 6.41% |
$4.08K - $4.39K
|
1.15K
$70.7K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
67New |
$3.96K - $4.26K
|
67
$4.13K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
65+ 1.75% |
$3.84K - $4.13K
|
3.77K
$233K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
64+ 0.62% |
$3.79K - $4.07K
|
10.4K
$641K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
61New |
$3.61K - $3.88K
|
61
$3.76K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 129.79% |
$3.61K - $3.88K
|
108
$6.66K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
58+ 0.26% |
$3.43K - $3.69K
|
22.2K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
56+ 0.52% |
$3.31K - $3.56K
|
10.8K
$668K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
54New |
$3.19K - $3.43K
|
54
$3.33K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
52+ 73.24% |
$3.08K - $3.31K
|
123
$7.59K
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
38+ 0.03% |
$2.25K - $2.42K
|
128K
$7.88M
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
31+ 0.33% |
$1.83K - $1.97K
|
9.34K
$577K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
31+ 0.56% |
$1.83K - $1.97K
|
5.53K
$341K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30+ 0.21% |
$1.77K - $1.91K
|
14.5K
$892K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$1.48K - $1.59K
|
25
$1.54K
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
23+ 0.05% |
$1.36K - $1.46K
|
43.1K
$2.66M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23New |
$1.36K - $1.46K
|
23
$1.42K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 1.35% |
$710 - $763
|
899
$55.5K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.05% |
$651 - $699
|
22.7K
$1.4M
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.12% |
$651 - $699
|
8.86K
$546K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.06% |
$592 - $636
|
17.4K
$1.08M
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
10+ 0.24% |
$592 - $636
|
4.1K
$253K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 1.31% |
$473 - $509
|
618
$38.1K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.99% |
$473 - $509
|
819
$50.5K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.64% |
$473 - $509
|
1.25K
$77.3K
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$118 - $127
|
4.87K
$301K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
650KNew |
$34M - $40.3M
|
650K
$40.1M
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
166KNew |
$8.72M - $10.3M
|
166K
$10.3M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
165K+ 26.79% |
$8.67M - $10.3M
|
783K
$48.3M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
79.1KNew |
$4.15M - $4.91M
|
79.1K
$4.88M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71.1KNew |
$3.72M - $4.4M
|
71.1K
$4.38M
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
70.4KNew |
$3.69M - $4.36M
|
70.4K
$4.34M
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
35.4KNew |
$1.85M - $2.19M
|
35.4K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
32.4KNew |
$1.69M - $2.01M
|
32.4K
$2M
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
21KNew |
$1.1M - $1.3M
|
21K
$1.3M
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
18KNew |
$940K - $1.11M
|
18K
$1.11M
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
14.6KNew |
$764K - $904K
|
14.6K
$900K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.68KNew |
$507K - $600K
|
9.68K
$597K
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
9K+ 102.27% |
$471K - $558K
|
17.8K
$1.1M
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.65KNew |
$453K - $536K
|
8.65K
$534K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.32KNew |
$436K - $516K
|
8.32K
$514K
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
8.03K+ 7.36% |
$420K - $497K
|
117K
$7.22M
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.62KNew |
$294K - $348K
|
5.62K
$347K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.09KNew |
$267K - $316K
|
5.09K
$314K
|