Purchases and Sales Made in Q1 2025 in Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE SMALL CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.94K- 10.1% |
$412K - $459K
|
61.8K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.06K- 24.62% |
$418K - $467K
|
21.6K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.13K- 41.6% |
$422K - $471K
|
10K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-7.16K- 9.86% |
$424K - $473K
|
65.4K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.22K- 8.46% |
$428K - $477K
|
78.1K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-7.37K- 16.92% |
$437K - $487K
|
36.2K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.46K- 22.63% |
$442K - $493K
|
25.5K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-7.72K- 41.59% |
$458K - $511K
|
10.8K
$761K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.32K- 22.83% |
$493K - $550K
|
28.1K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.56K- 41.77% |
$507K - $566K
|
11.9K
$837K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.16K- 6.66% |
$543K - $605K
|
128K
$9M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-9.31K- 12.22% |
$552K - $615K
|
66.9K
$4.69M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9.6K- 12.86% |
$569K - $635K
|
65.1K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10.6K- 41.84% |
$630K - $703K
|
14.8K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 3.72% |
$632K - $705K
|
276K
$19.4M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-10.8K- 14.03% |
$641K - $714K
|
66.2K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.1K- 1.0% |
$661K - $737K
|
1.11M
$77.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.2K- 1.63% |
$662K - $738K
|
672K
$47.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 7.17% |
$698K - $778K
|
152K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12.7K- 5.95% |
$754K - $841K
|
201K
$14.1M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-12.9K- 52.79% |
$767K - $855K
|
11.6K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.2K- 12.2% |
$782K - $872K
|
95K
$6.66M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-13.4K- 45.68% |
$792K - $883K
|
15.9K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.7K- 4.93% |
$810K - $904K
|
263K
$18.5M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.3K- 42.41% |
$850K - $948K
|
19.5K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-14.9K- 6.92% |
$882K - $983K
|
200K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-15.5K- 63.19% |
$921K - $1.03M
|
9.05K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-15.8K- 3.64% |
$935K - $1.04M
|
417K
$29.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-16.4K- 57.79% |
$973K - $1.09M
|
12K
$841K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16.9K- 31.95% |
$999K - $1.11M
|
35.9K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-17.1K- 11.16% |
$1.01M - $1.13M
|
136K
$9.52M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-18.3K- 49.53% |
$1.08M - $1.21M
|
18.6K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-19.6K- 35.56% |
$1.16M - $1.29M
|
35.4K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-19.7K- 7.47% |
$1.17M - $1.3M
|
243K
$17.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-20.7KClosed |
$1.23M - $1.37M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-22.7K- 5.81% |
$1.34M - $1.5M
|
368K
$25.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-22.8K- 24.49% |
$1.35M - $1.51M
|
70.4K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.5K- 48.37% |
$1.39M - $1.55M
|
25.1K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24.4K- 4.02% |
$1.45M - $1.61M
|
583K
$40.9M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-26.2K- 8.74% |
$1.56M - $1.73M
|
274K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-30.3K- 81.74% |
$1.8M - $2M
|
6.77K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-30.9K- 6.85% |
$1.83M - $2.05M
|
421K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.2K- 23.06% |
$2.15M - $2.4M
|
121K
$8.48M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-38.1K- 46.91% |
$2.26M - $2.52M
|
43.1K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-39.6K- 46.27% |
$2.34M - $2.61M
|
45.9K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-43.3K- 27.59% |
$2.57M - $2.86M
|
114K
$7.97M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.7K- 5.63% |
$2.59M - $2.89M
|
732K
$51.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 3.46% |
$2.63M - $2.93M
|
1.24M
$86.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.9K- 11.91% |
$2.78M - $3.1M
|
347K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-49.7K- 49.28% |
$2.94M - $3.28M
|
51.1K
$3.58M
|