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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-36- 75.0% |
$1.89K - $2.23K
|
12
$722
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-23- 63.89% |
$1.2K - $1.43K
|
13
$782
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-21- 0.02% |
$1.1K - $1.3K
|
104K
$6.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9- 2.69% |
$471 - $558
|
325
$19.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-188KClosed |
$10.6M - $11.6M
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.26K- 46.12% |
$295K - $324K
|
6.15K
$369K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.6K- 61.51% |
$258K - $284K
|
2.88K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.52K- 99.8% |
$198K - $217K
|
7
$421
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.3K- 84.31% |
$129K - $142K
|
428
$25.7K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.73K- 3.61% |
$96.9K - $106K
|
46.1K
$2.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.27K- 6.96% |
$71.4K - $78.4K
|
17K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-947- 5.09% |
$53.2K - $58.4K
|
17.7K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-785- 38.29% |
$44.1K - $48.4K
|
1.27K
$76.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-706- 18.43% |
$39.6K - $43.5K
|
3.13K
$188K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-628- 0.85% |
$35.3K - $38.7K
|
73K
$4.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-554- 3.29% |
$31.1K - $34.2K
|
16.3K
$980K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 5.36% |
$13.5K - $14.8K
|
4.24K
$255K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-200- 34.42% |
$11.2K - $12.3K
|
381
$22.9K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-188- 1.11% |
$10.6K - $11.6K
|
16.7K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-119- 2.45% |
$6.68K - $7.34K
|
4.73K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-55- 1.34% |
$3.09K - $3.39K
|
4.05K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-48- 23.88% |
$2.7K - $2.96K
|
153
$9.2K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-26Closed |
$1.46K - $1.6K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-24- 82.76% |
$1.35K - $1.48K
|
5
$301
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.59M- 45.77% |
$208M - $220M
|
4.25M
$256M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-46.1K- 21.71% |
$2.67M - $2.82M
|
166K
$9.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-45.3K- 86.79% |
$2.62M - $2.77M
|
6.89K
$414K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-17.7K- 76.88% |
$1.02M - $1.08M
|
5.32K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-7.8K- 68.02% |
$451K - $478K
|
3.67K
$220K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.81K- 2.78% |
$336K - $356K
|
203K
$12.2M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.71KClosed |
$273K - $288K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.71K- 13.8% |
$157K - $166K
|
17K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 23.6% |
$116K - $123K
|
6.49K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-930- 5.29% |
$53.8K - $57K
|
16.6K
$1M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-680- 70.98% |
$39.4K - $41.7K
|
278
$16.7K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-361- 19.61% |
$20.9K - $22.1K
|
1.48K
$89K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-351- 4.72% |
$20.3K - $21.5K
|
7.09K
$426K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-345- 25.56% |
$20K - $21.1K
|
1.01K
$60.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-137- 2.41% |
$7.93K - $8.39K
|
5.55K
$333K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-131- 3.65% |
$7.58K - $8.03K
|
3.46K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65- 1.23% |
$3.76K - $3.98K
|
5.24K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-21- 38.18% |
$1.22K - $1.29K
|
34
$2.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-12- 0.09% |
$695 - $735
|
13.1K
$789K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-75.1K- 69.37% |
$4.24M - $4.67M
|
33.2K
$1.99M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.33KClosed |
$414K - $456K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.08K- 62.98% |
$344K - $378K
|
3.58K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.92K- 98.13% |
$334K - $368K
|
113
$6.79K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.34KClosed |
$245K - $270K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.36K- 12.96% |
$133K - $147K
|
15.8K
$951K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 2.36% |
$101K - $111K
|
74K
$4.45M
|
|