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 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-255- 3.18% |
$15.1K - $16.9K
|
7.77K
$545K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-256- 3.43% |
$15.2K - $16.9K
|
7.22K
$506K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-271- 6.92% |
$16.1K - $17.9K
|
3.64K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-275- 1.68% |
$16.3K - $18.2K
|
16.1K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-286- 19.92% |
$17K - $18.9K
|
1.15K
$80.6K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-293- 0.46% |
$17.4K - $19.4K
|
62.8K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-311- 3.36% |
$18.4K - $20.6K
|
8.95K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-312- 0.73% |
$18.5K - $20.6K
|
42.5K
$2.98M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-325- 1.19% |
$19.3K - $21.5K
|
27K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-330- 0.97% |
$19.6K - $21.8K
|
33.7K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-330- 4.0% |
$19.6K - $21.8K
|
7.92K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-333- 1.17% |
$19.7K - $22K
|
28.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-350- 1.09% |
$20.7K - $23.1K
|
31.7K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-354- 1.68% |
$21K - $23.4K
|
20.8K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-356- 6.65% |
$21.1K - $23.5K
|
5K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-358- 9.44% |
$21.2K - $23.7K
|
3.44K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-364- 5.32% |
$21.6K - $24.1K
|
6.48K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-366- 2.09% |
$21.7K - $24.2K
|
17.2K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-371- 6.57% |
$22K - $24.5K
|
5.27K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-375- 1.84% |
$22.2K - $24.8K
|
20K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-382- 2.82% |
$22.6K - $25.3K
|
13.2K
$924K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-382- 6.77% |
$22.6K - $25.3K
|
5.26K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-385- 6.14% |
$22.8K - $25.4K
|
5.88K
$412K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-393- 7.93% |
$23.3K - $26K
|
4.56K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-407- 9.4% |
$24.1K - $26.9K
|
3.93K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-407- 15.49% |
$24.1K - $26.9K
|
2.22K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-429- 5.13% |
$25.4K - $28.4K
|
7.94K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-437- 9.25% |
$25.9K - $28.9K
|
4.29K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-446- 6.9% |
$26.4K - $29.5K
|
6.02K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-500- 5.35% |
$29.6K - $33.1K
|
8.85K
$621K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-503- 3.86% |
$29.8K - $33.2K
|
12.5K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-517- 7.2% |
$30.6K - $34.2K
|
6.66K
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-528- 2.18% |
$31.3K - $34.9K
|
23.7K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-529- 0.46% |
$31.4K - $35K
|
115K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-581- 7.99% |
$34.4K - $38.4K
|
6.69K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-598- 4.24% |
$35.4K - $39.5K
|
13.5K
$948K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-600- 8.12% |
$35.6K - $39.7K
|
6.79K
$476K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-600- 12.38% |
$35.6K - $39.7K
|
4.25K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-615- 3.71% |
$36.5K - $40.7K
|
16K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-632- 29.15% |
$37.5K - $41.8K
|
1.54K
$108K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-636- 4.07% |
$37.7K - $42K
|
15K
$1.05M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-676- 4.85% |
$40.1K - $44.7K
|
13.3K
$931K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-684- 13.65% |
$40.5K - $45.2K
|
4.33K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-704- 35.22% |
$41.7K - $46.5K
|
1.3K
$90.8K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-730- 8.41% |
$43.3K - $48.3K
|
7.95K
$557K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-731- 9.05% |
$43.3K - $48.3K
|
7.35K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-734- 3.64% |
$43.5K - $48.5K
|
19.5K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-737- 1.08% |
$43.7K - $48.7K
|
67.2K
$4.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-742- 95.01% |
$44K - $49K
|
39
$2.73K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-777- 1.56% |
$46.1K - $51.4K
|
48.9K
$3.43M
|