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 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
119+ 99.17% |
$6.23K - $7.38K
|
239
$14.7K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
117New |
$6.13K - $7.25K
|
117
$7.22K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
92New |
$4.82K - $5.7K
|
92
$5.68K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 1.35% |
$4.61K - $5.45K
|
6.62K
$408K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
86New |
$4.5K - $5.33K
|
86
$5.31K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$4.4K - $5.21K
|
84
$5.18K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63+ 0.28% |
$3.3K - $3.9K
|
22.6K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.89% |
$3.04K - $3.59K
|
6.56K
$405K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
56+ 39.44% |
$2.93K - $3.47K
|
198
$12.2K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
54New |
$2.83K - $3.35K
|
54
$3.33K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
46+ 1.25% |
$2.41K - $2.85K
|
3.71K
$229K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 1.77% |
$2.25K - $2.67K
|
2.47K
$152K
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
35+ 0.25% |
$1.83K - $2.17K
|
13.9K
$856K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
31New |
$1.62K - $1.92K
|
31
$1.91K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
14New |
$733 - $868
|
14
$864
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13+ 0.62% |
$681 - $806
|
2.09K
$129K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$629 - $744
|
12
$740
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
11+ 5.02% |
$576 - $682
|
230
$14.2K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 8.33% |
$524 - $620
|
130
$8.02K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.32% |
$524 - $620
|
3.17K
$196K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8New |
$419 - $496
|
8
$494
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8+ 0.08% |
$419 - $496
|
10.7K
$659K
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 1.51% |
$157 - $186
|
202
$12.5K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 1.36% |
$105 - $124
|
149
$9.19K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 1.54% |
$105 - $124
|
132
$8.14K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.37% |
$105 - $124
|
547
$33.7K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
718KNew |
$40.3M - $44.3M
|
718K
$44.3M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
181KNew |
$10.1M - $11.1M
|
181K
$11.1M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
138KNew |
$7.77M - $8.54M
|
138K
$8.54M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
50.7KNew |
$2.85M - $3.13M
|
50.7K
$3.13M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.7KNew |
$2.23M - $2.45M
|
39.7K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
19.8K+ 4.72% |
$1.11M - $1.22M
|
439K
$27.1M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16.5KNew |
$926K - $1.02M
|
16.5K
$1.02M
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
10.3KNew |
$580K - $637K
|
10.3K
$637K
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.73KNew |
$546K - $600K
|
9.73K
$600K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.68KNew |
$431K - $473K
|
7.68K
$474K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.24KNew |
$238K - $261K
|
4.24K
$262K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3.98K+ 3.25% |
$224K - $246K
|
127K
$7.81M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.73KNew |
$97.4K - $107K
|
1.73K
$107K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
981+ 3.94% |
$55.1K - $60.5K
|
25.9K
$1.6M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
900+ 300.0% |
$50.5K - $55.5K
|
1.2K
$74K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
846+ 9.97% |
$47.5K - $52.2K
|
9.33K
$576K
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
788New |
$44.2K - $48.6K
|
788
$48.6K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
314New |
$17.6K - $19.4K
|
314
$19.4K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
260+ 5.46% |
$14.6K - $16K
|
5.02K
$310K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
203New |
$11.4K - $12.5K
|
203
$12.5K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
162New |
$9.1K - $9.99K
|
162
$10K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
127New |
$7.13K - $7.83K
|
127
$7.84K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
110+ 647.06% |
$6.18K - $6.78K
|
127
$7.84K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
84New |
$4.72K - $5.18K
|
84
$5.18K
|