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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.29K+ 814.6% |
$195K - $218K
|
3.7K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.27KNew |
$194K - $216K
|
3.27K
$229K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.18K+ 36.06% |
$189K - $210K
|
12K
$842K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.15KNew |
$187K - $208K
|
3.15K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.6K+ 8.12% |
$154K - $172K
|
34.5K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.51K+ 2.73% |
$149K - $166K
|
94.3K
$6.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.39K+ 28.71% |
$142K - $158K
|
10.7K
$752K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.35K+ 12.52% |
$139K - $155K
|
21.1K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.21K+ 0.77% |
$131K - $146K
|
290K
$20.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.16K+ 1.74% |
$128K - $143K
|
126K
$8.86M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.14K+ 28.39% |
$127K - $141K
|
9.66K
$677K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.1K+ 8.7% |
$124K - $139K
|
26.2K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.01K+ 11.46% |
$119K - $133K
|
19.5K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.96K+ 18.71% |
$116K - $130K
|
12.4K
$873K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.93K+ 7.35% |
$114K - $128K
|
28.2K
$1.98M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.87K+ 5.75% |
$111K - $123K
|
34.3K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.85K+ 0.59% |
$110K - $122K
|
316K
$22.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.82K+ 1.45% |
$108K - $120K
|
128K
$8.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.61K+ 161300.0% |
$95.6K - $107K
|
1.61K
$113K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.54K+ 19.69% |
$91.2K - $102K
|
9.36K
$656K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 223.0% |
$90.8K - $101K
|
2.22K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 9.72% |
$89.5K - $99.7K
|
17K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.49K+ 66.91% |
$88.4K - $98.6K
|
3.72K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.48K+ 2.67% |
$87.7K - $97.8K
|
56.9K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.47K+ 7.47% |
$87.1K - $97.2K
|
21.1K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.46K+ 5.37% |
$86.4K - $96.4K
|
28.6K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 6.37% |
$84.5K - $94.2K
|
23.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.33K+ 10.87% |
$79K - $88.1K
|
13.6K
$954K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.27KNew |
$75.5K - $84.2K
|
1.27K
$89.3K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.26K+ 4.48% |
$74.7K - $83.3K
|
29.4K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 30.58% |
$72.7K - $81.1K
|
5.24K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
1.19K+ 12.03% |
$70.5K - $78.7K
|
11.1K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.12K+ 8.33% |
$66.2K - $73.8K
|
14.5K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.11K+ 1.74% |
$66K - $73.6K
|
65.2K
$4.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.1K+ 25.11% |
$65.4K - $72.9K
|
5.5K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07K+ 5.76% |
$63.5K - $70.9K
|
19.7K
$1.38M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.06K+ 33.96% |
$63.1K - $70.3K
|
4.2K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.06K+ 3.9% |
$62.8K - $70K
|
28.2K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.01KNew |
$59.9K - $66.8K
|
1.01K
$70.8K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1K+ 163.13% |
$59.3K - $66.1K
|
1.61K
$113K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
997+ 27.22% |
$59.1K - $65.9K
|
4.66K
$327K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
989+ 164.29% |
$58.6K - $65.4K
|
1.59K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
948+ 1.44% |
$56.2K - $62.7K
|
66.9K
$4.69M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
928+ 9.78% |
$55K - $61.3K
|
10.4K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
781+ 0.36% |
$46.3K - $51.6K
|
216K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
713+ 17.6% |
$42.3K - $47.1K
|
4.76K
$334K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
669+ 1.73% |
$39.7K - $44.2K
|
39.4K
$2.76M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
663+ 9.52% |
$39.3K - $43.8K
|
7.63K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
643+ 9.4% |
$38.1K - $42.5K
|
7.48K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
629+ 11.26% |
$37.3K - $41.6K
|
6.22K
$436K
|