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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4.54KNew |
$238K - $281K
|
4.54K
$280K
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.21KNew |
$220K - $261K
|
4.21K
$259K
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
4.14KNew |
$217K - $256K
|
4.14K
$255K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.02KNew |
$211K - $249K
|
4.02K
$248K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.02KNew |
$211K - $249K
|
4.02K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$199K - $236K
|
3.8K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.68KNew |
$193K - $228K
|
3.68K
$227K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.62KNew |
$190K - $225K
|
3.62K
$224K
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.53KNew |
$185K - $219K
|
3.53K
$218K
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.52KNew |
$185K - $218K
|
3.52K
$217K
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$185K - $218K
|
3.52K
$217K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.49KNew |
$183K - $217K
|
3.49K
$216K
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.48KNew |
$182K - $216K
|
3.48K
$215K
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.46KNew |
$181K - $215K
|
3.46K
$214K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.39K+ 34.65% |
$177K - $210K
|
13.2K
$812K
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.36KNew |
$176K - $208K
|
3.36K
$207K
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.35KNew |
$175K - $208K
|
3.35K
$207K
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.25KNew |
$170K - $201K
|
3.25K
$200K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.24KNew |
$170K - $201K
|
3.24K
$200K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.22KNew |
$169K - $200K
|
3.22K
$199K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.82K+ 5.47% |
$147K - $174K
|
54.3K
$3.35M
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.34K+ 45.34% |
$123K - $145K
|
7.5K
$463K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$92.3K - $109K
|
1.76K
$109K
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.31K+ 6.34% |
$68.5K - $81.1K
|
21.9K
$1.35M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.05KNew |
$54.9K - $65K
|
1.05K
$64.7K
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.03KNew |
$54.2K - $64.1K
|
1.03K
$63.8K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.03K+ 6866.67% |
$54K - $63.8K
|
1.05K
$64.5K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 471.63% |
$53.1K - $62.8K
|
1.23K
$75.8K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
663New |
$34.7K - $41.1K
|
663
$40.9K
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
533+ 8.81% |
$27.9K - $33K
|
6.58K
$406K
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
507+ 0.58% |
$26.6K - $31.4K
|
87.8K
$5.42M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
500New |
$26.2K - $31K
|
500
$30.9K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
405New |
$21.2K - $25.1K
|
405
$25K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
374+ 0.09% |
$19.6K - $23.2K
|
412K
$25.4M
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
324New |
$17K - $20.1K
|
324
$20K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
296New |
$15.5K - $18.3K
|
296
$18.3K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
295+ 89.94% |
$15.5K - $18.3K
|
623
$38.4K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
289+ 0.34% |
$15.1K - $17.9K
|
85.3K
$5.26M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$13.7K - $16.2K
|
261
$16.1K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
260New |
$13.6K - $16.1K
|
260
$16K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
233New |
$12.2K - $14.4K
|
233
$14.4K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
219+ 1564.29% |
$11.5K - $13.6K
|
233
$14.4K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
208+ 4.49% |
$10.9K - $12.9K
|
4.84K
$298K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
197New |
$10.3K - $12.2K
|
197
$12.2K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
191New |
$10K - $11.8K
|
191
$11.8K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
187+ 15.56% |
$9.8K - $11.6K
|
1.39K
$85.7K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
134New |
$7.02K - $8.31K
|
134
$8.27K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
126+ 1.33% |
$6.6K - $7.81K
|
9.58K
$591K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
123+ 12300.0% |
$6.44K - $7.62K
|
124
$7.65K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
120New |
$6.29K - $7.44K
|
120
$7.4K
|