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 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
9.25K+ 69.58% |
$548K - $612K
|
22.5K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.22K+ 8.62% |
$547K - $609K
|
116K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.1K+ 27.77% |
$540K - $602K
|
41.9K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.07KNew |
$538K - $600K
|
9.07K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.54KNew |
$506K - $564K
|
8.54K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.83K+ 7.2% |
$464K - $517K
|
117K
$8.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.5KNew |
$445K - $496K
|
7.5K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.92K+ 9.98% |
$410K - $458K
|
76.3K
$5.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.91K+ 7.94% |
$410K - $457K
|
94K
$6.59M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.82K+ 4.54% |
$404K - $451K
|
157K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.64K+ 21.92% |
$394K - $439K
|
36.9K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.64K+ 28.47% |
$394K - $439K
|
30K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.45K+ 89.63% |
$382K - $426K
|
13.6K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.99K+ 753.33% |
$355K - $396K
|
6.78K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.86K+ 8.86% |
$347K - $387K
|
72K
$5.05M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.78K+ 127.99% |
$342K - $382K
|
10.3K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.72K+ 10.84% |
$339K - $378K
|
58.5K
$4.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 7.42% |
$320K - $356K
|
78.1K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.35K+ 49.72% |
$317K - $353K
|
16.1K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.27K+ 85.64% |
$312K - $348K
|
11.4K
$801K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.12K+ 71.59% |
$304K - $338K
|
12.3K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.66K+ 3.07% |
$276K - $308K
|
157K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.52KNew |
$268K - $299K
|
4.52K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.51KNew |
$267K - $298K
|
4.51K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.24K+ 31.73% |
$252K - $281K
|
17.6K
$1.24M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.2KNew |
$249K - $277K
|
4.2K
$294K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4.17K+ 5.47% |
$247K - $276K
|
80.4K
$5.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.17K+ 8.51% |
$247K - $275K
|
53.1K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.16K+ 0.72% |
$247K - $275K
|
583K
$40.9M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.14K+ 3.77% |
$245K - $274K
|
114K
$7.98M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.09K+ 5.11% |
$243K - $270K
|
84.1K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.06KNew |
$241K - $269K
|
4.06K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.99K+ 2.95% |
$236K - $263K
|
139K
$9.74M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.95K+ 6.58% |
$234K - $261K
|
64K
$4.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 11.04% |
$232K - $259K
|
39.4K
$2.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.87K+ 51.74% |
$229K - $256K
|
11.4K
$796K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.81K+ 2.99% |
$226K - $252K
|
131K
$9.18M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.78K+ 4.43% |
$224K - $250K
|
89.2K
$6.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.77KNew |
$223K - $249K
|
3.77K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.77KNew |
$223K - $249K
|
3.77K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.69KNew |
$219K - $244K
|
3.69K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.66K+ 12.29% |
$217K - $242K
|
33.4K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.63K+ 0.83% |
$215K - $240K
|
438K
$30.7M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.52KNew |
$209K - $233K
|
3.52K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.46KNew |
$205K - $229K
|
3.46K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.42K+ 26.45% |
$203K - $226K
|
16.4K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.41K+ 11.92% |
$202K - $225K
|
32K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.36K+ 5.19% |
$199K - $222K
|
68.1K
$4.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
3.33KNew |
$197K - $220K
|
3.33K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.3K+ 7.08% |
$196K - $218K
|
50K
$3.5M
|