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 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-49.8K- 63.48% |
$2.95M - $3.29M
|
28.6K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-50.5K- 14.87% |
$2.99M - $3.34M
|
289K
$20.3M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-51.5K- 27.66% |
$3.05M - $3.4M
|
135K
$9.44M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-60.6K- 94.78% |
$3.59M - $4M
|
3.34K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-62.5K- 8.78% |
$3.71M - $4.13M
|
649K
$45.5M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-62.9K- 89.69% |
$3.73M - $4.16M
|
7.23K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-68.5K- 41.91% |
$4.06M - $4.53M
|
95K
$6.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-69.9K- 22.01% |
$4.15M - $4.62M
|
248K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-82.1K- 98.43% |
$4.87M - $5.43M
|
1.31K
$92.1K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-93.2K- 91.35% |
$5.53M - $6.16M
|
8.83K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.5K- 3.75% |
$5.84M - $6.51M
|
2.53M
$177M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-131K- 99.66% |
$7.79M - $8.68M
|
448
$31.4K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-146K- 4.05% |
$8.63M - $9.62M
|
3.45M
$242M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-185K- 20.44% |
$11M - $12.2M
|
720K
$50.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-197K- 4.2% |
$11.7M - $13M
|
4.5M
$315M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-219K- 13.21% |
$13M - $14.5M
|
1.44M
$101M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-226K- 15.58% |
$13.4M - $14.9M
|
1.23M
$85.9M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-269K- 41.01% |
$16M - $17.8M
|
388K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-270K- 28.16% |
$16M - $17.9M
|
690K
$48.4M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-313K- 43.68% |
$18.6M - $20.7M
|
404K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-427K- 98.54% |
$25.3M - $28.2M
|
6.32K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.22M- 50.54% |
$72.6M - $80.9M
|
1.2M
$84M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.44M- 42.95% |
$85.2M - $95M
|
1.91M
$134M
|