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 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$1.18K - $1.27K
|
20
$1.2K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.99% |
$473 - $509
|
819
$49.2K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
650KNew |
$34M - $40.3M
|
650K
$39.1M
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
166KNew |
$8.72M - $10.3M
|
166K
$10M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
79.1KNew |
$4.15M - $4.91M
|
79.1K
$4.76M
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
70.4KNew |
$3.69M - $4.36M
|
70.4K
$4.23M
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
21KNew |
$1.1M - $1.3M
|
21K
$1.26M
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.1KNew |
$580K - $686K
|
11.1K
$666K
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
9K+ 102.27% |
$471K - $558K
|
17.8K
$1.07M
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.32KNew |
$436K - $516K
|
8.32K
$500K
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
8.03K+ 7.36% |
$420K - $497K
|
117K
$7.04M
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.09KNew |
$267K - $316K
|
5.09K
$306K
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4.54KNew |
$238K - $281K
|
4.54K
$273K
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
4.14KNew |
$217K - $256K
|
4.14K
$249K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.02KNew |
$211K - $249K
|
4.02K
$242K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.02KNew |
$211K - $249K
|
4.02K
$242K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$199K - $236K
|
3.8K
$229K
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$185K - $218K
|
3.52K
$212K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.49KNew |
$183K - $217K
|
3.49K
$210K
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
3.48KNew |
$182K - $216K
|
3.48K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.36KNew |
$176K - $208K
|
3.36K
$202K
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.35KNew |
$175K - $208K
|
3.35K
$201K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.82K+ 5.47% |
$147K - $174K
|
54.3K
$3.26M
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.34K+ 45.34% |
$123K - $145K
|
7.5K
$451K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$92.3K - $109K
|
1.76K
$106K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.03K+ 6866.67% |
$54K - $63.8K
|
1.05K
$62.8K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
663New |
$34.7K - $41.1K
|
663
$39.9K
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
507+ 0.58% |
$26.6K - $31.4K
|
87.8K
$5.28M
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
405New |
$21.2K - $25.1K
|
405
$24.4K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
295+ 89.94% |
$15.5K - $18.3K
|
623
$37.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
289+ 0.34% |
$15.1K - $17.9K
|
85.3K
$5.13M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$13.7K - $16.2K
|
261
$15.7K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
260New |
$13.6K - $16.1K
|
260
$15.6K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
233New |
$12.2K - $14.4K
|
233
$14K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
219+ 1564.29% |
$11.5K - $13.6K
|
233
$14K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
197New |
$10.3K - $12.2K
|
197
$11.8K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
191New |
$10K - $11.8K
|
191
$11.5K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
134New |
$7.02K - $8.31K
|
134
$8.06K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
123+ 12300.0% |
$6.44K - $7.62K
|
124
$7.46K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
120New |
$6.29K - $7.44K
|
120
$7.22K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
119+ 99.17% |
$6.23K - $7.38K
|
239
$14.4K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
92New |
$4.82K - $5.7K
|
92
$5.53K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 1.35% |
$4.61K - $5.45K
|
6.62K
$398K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
86New |
$4.5K - $5.33K
|
86
$5.17K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$4.4K - $5.21K
|
84
$5.05K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.89% |
$3.04K - $3.59K
|
6.56K
$394K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
56+ 39.44% |
$2.93K - $3.47K
|
198
$11.9K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
14New |
$733 - $868
|
14
$842
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$629 - $744
|
12
$722
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
11+ 5.02% |
$576 - $682
|
230
$13.8K
|