Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-78- 0.17% |
$4.72K - $5.06K
|
46.1K
$2.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-66- 10.68% |
$3.99K - $4.28K
|
552
$34.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-60- 55.56% |
$3.63K - $3.89K
|
48
$2.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-50- 0.89% |
$3.02K - $3.24K
|
5.57K
$346K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 2.88% |
$2.42K - $2.59K
|
1.35K
$83.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-39- 1.11% |
$2.36K - $2.53K
|
3.48K
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 5.31% |
$2.12K - $2.27K
|
624
$38.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-27- 23.08% |
$1.63K - $1.75K
|
90
$5.59K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-27- 0.68% |
$1.63K - $1.75K
|
3.93K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 0.09% |
$544 - $583
|
9.67K
$600K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-35.4K- 55.01% |
$2.09M - $2.25M
|
29K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.46K- 16.62% |
$382K - $411K
|
32.4K
$2.01M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.57K- 10.78% |
$329K - $354K
|
46.1K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.18K- 52.01% |
$306K - $329K
|
4.78K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.67K- 9.69% |
$276K - $297K
|
43.5K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-4.05K- 28.52% |
$240K - $258K
|
10.2K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.19K- 37.75% |
$130K - $139K
|
3.62K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 25.9% |
$85.4K - $91.7K
|
4.13K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.23K- 12.54% |
$72.6K - $78K
|
8.56K
$531K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-684- 46.69% |
$40.5K - $43.5K
|
781
$48.5K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-554- 89.5% |
$32.8K - $35.2K
|
65
$4.03K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-396- 21.26% |
$23.4K - $25.2K
|
1.47K
$91K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-268- 5.53% |
$15.9K - $17K
|
4.58K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-201- 0.45% |
$11.9K - $12.8K
|
44.1K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-150- 36.14% |
$8.87K - $9.54K
|
265
$16.4K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-142- 0.2% |
$8.4K - $9.03K
|
70.7K
$4.39M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-91- 52.6% |
$5.38K - $5.79K
|
82
$5.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 8.56% |
$946 - $1.02K
|
171
$10.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 5.82% |
$946 - $1.02K
|
259
$16.1K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-42.6K- 98.14% |
$2.23M - $2.64M
|
810
$50.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-29.7K- 73.25% |
$1.56M - $1.84M
|
10.8K
$673K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-21.8K- 35.42% |
$1.14M - $1.35M
|
39.7K
$2.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17.4K- 29.59% |
$912K - $1.08M
|
41.4K
$2.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.16K- 82.87% |
$270K - $320K
|
1.07K
$66.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.8K- 32.64% |
$94.3K - $112K
|
3.71K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.73K- 2.25% |
$90.7K - $107K
|
75.3K
$4.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.65K- 30.89% |
$86.3K - $102K
|
3.68K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.47K- 10.12% |
$76.9K - $91K
|
13K
$809K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-925- 5.29% |
$48.5K - $57.3K
|
16.6K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-549- 6.45% |
$28.8K - $34K
|
7.97K
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-412- 62.24% |
$21.6K - $25.5K
|
250
$15.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-251- 2.87% |
$13.1K - $15.6K
|
8.49K
$527K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 0.47% |
$13.1K - $15.5K
|
52.8K
$3.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-194- 1.56% |
$10.2K - $12K
|
12.3K
$762K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-143- 60.85% |
$7.49K - $8.86K
|
92
$5.71K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-125- 1.62% |
$6.55K - $7.75K
|
7.59K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-86- 77.48% |
$4.5K - $5.33K
|
25
$1.55K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-80- 10.77% |
$4.19K - $4.96K
|
663
$41.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 46.09% |
$2.78K - $3.28K
|
62
$3.85K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-41- 1.94% |
$2.15K - $2.54K
|
2.08K
$129K
|
|