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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
109+ 0.25% |
$6.46K - $7.2K
|
44.6K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
109+ 13.63% |
$6.46K - $7.2K
|
909
$63.7K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
109New |
$6.46K - $7.2K
|
109
$7.64K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
100+ 0.25% |
$5.93K - $6.61K
|
40.9K
$2.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
100+ 1.06% |
$5.93K - $6.61K
|
9.5K
$666K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
96New |
$5.69K - $6.35K
|
96
$6.73K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
95+ 5.06% |
$5.63K - $6.28K
|
1.97K
$138K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
94+ 0.09% |
$5.57K - $6.21K
|
101K
$7.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
88+ 0.57% |
$5.22K - $5.82K
|
15.6K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
81New |
$4.8K - $5.35K
|
81
$5.68K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
78New |
$4.62K - $5.16K
|
78
$5.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
77+ 2.22% |
$4.56K - $5.09K
|
3.54K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
68New |
$4.03K - $4.49K
|
68
$4.77K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
65New |
$3.85K - $4.3K
|
65
$4.56K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
63New |
$3.73K - $4.16K
|
63
$4.42K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 0.83% |
$3.68K - $4.1K
|
7.57K
$531K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
61+ 3.36% |
$3.62K - $4.03K
|
1.88K
$132K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 10.44% |
$2.96K - $3.3K
|
529
$37.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$2.96K - $3.3K
|
50
$3.51K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37New |
$2.19K - $2.45K
|
37
$2.59K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
36+ 2.01% |
$2.13K - $2.38K
|
1.83K
$128K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35+ 0.24% |
$2.07K - $2.31K
|
14.7K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
30+ 0.48% |
$1.78K - $1.98K
|
6.24K
$438K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
28New |
$1.66K - $1.85K
|
28
$1.96K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25+ 0.11% |
$1.48K - $1.65K
|
23.5K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 1.19% |
$1.3K - $1.45K
|
1.87K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.32% |
$1.07K - $1.19K
|
5.56K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 11.76% |
$1.07K - $1.19K
|
171
$12K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 0.18% |
$1.07K - $1.19K
|
10.3K
$721K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
14New |
$830 - $925
|
14
$982
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12+ 0.1% |
$711 - $793
|
11.5K
$804K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
10+ 0.09% |
$593 - $661
|
11.7K
$823K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
10+ 0.02% |
$593 - $661
|
48.3K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 34.48% |
$593 - $661
|
39
$2.73K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.03% |
$474 - $529
|
25.8K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$356 - $397
|
6
$421
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$296 - $331
|
5
$351
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.1% |
$296 - $331
|
4.79K
$336K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.03% |
$178 - $198
|
11.9K
$837K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$119 - $132
|
3.57K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.39% |
$119 - $132
|
510
$35.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.02% |
$59.3 - $66.1
|
5.07K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-2- 0.05% |
$119 - $132
|
3.75K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3- 0.13% |
$178 - $198
|
2.33K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-4- 0.11% |
$237 - $264
|
3.71K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4- 4.0% |
$237 - $264
|
96
$6.73K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5- 0.03% |
$296 - $331
|
14.7K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-8- 4.94% |
$474 - $529
|
154
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8- 0.07% |
$474 - $529
|
11.2K
$783K
|