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 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-794- 18.33% |
$47.1K - $52.5K
|
3.54K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-805- 2.37% |
$47.7K - $53.2K
|
33.2K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-832- 3.64% |
$49.3K - $55K
|
22.1K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-869- 11.09% |
$51.5K - $57.4K
|
6.97K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-875- 16.1% |
$51.9K - $57.8K
|
4.56K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-882- 3.6% |
$52.3K - $58.3K
|
23.6K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-895- 6.98% |
$53.1K - $59.2K
|
11.9K
$836K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-914- 12.74% |
$54.2K - $60.4K
|
6.26K
$439K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-956- 2.88% |
$56.7K - $63.2K
|
32.2K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-979- 0.82% |
$58K - $64.7K
|
118K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-979- 5.77% |
$58K - $64.7K
|
16K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-982- 8.75% |
$58.2K - $64.9K
|
10.2K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.07K- 0.77% |
$63.2K - $70.5K
|
137K
$9.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.07K- 0.87% |
$63.5K - $70.9K
|
123K
$8.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.12K- 4.93% |
$66.4K - $74K
|
21.6K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 3.85% |
$68.9K - $76.9K
|
29.1K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 3.56% |
$69.1K - $77.1K
|
31.6K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.22K- 22.59% |
$72.1K - $80.4K
|
4.17K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.25K- 2.56% |
$73.9K - $82.4K
|
47.4K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.29K- 31.25% |
$76.4K - $85.2K
|
2.84K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.3K- 9.06% |
$76.8K - $85.7K
|
13K
$912K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.3K- 0.76% |
$76.9K - $85.8K
|
170K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 3.67% |
$77.8K - $86.8K
|
34.5K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 7.6% |
$79.6K - $88.8K
|
16.3K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.37K- 5.29% |
$81K - $90.4K
|
24.5K
$1.72M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 8.45% |
$81.9K - $91.4K
|
15K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.4K- 6.53% |
$82.8K - $92.3K
|
20K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 4.38% |
$86K - $95.8K
|
31.7K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-1.47K- 2.04% |
$87.2K - $97.2K
|
70.7K
$4.96M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 4.17% |
$88.4K - $98.6K
|
34.2K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 3.94% |
$88.8K - $99K
|
36.5K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.5K- 2.9% |
$88.9K - $99.1K
|
50.3K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.5K- 24.36% |
$89K - $99.3K
|
4.67K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.5KClosed |
$89K - $99.3K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.53K- 4.0% |
$90.5K - $101K
|
36.6K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 26.45% |
$91.3K - $102K
|
4.28K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.6K- 3.34% |
$94.6K - $105K
|
46.2K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.63K- 5.45% |
$96.6K - $108K
|
28.2K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 13.05% |
$98.3K - $110K
|
11.1K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.66K- 2.32% |
$98.5K - $110K
|
70K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.66K- 3.73% |
$98.6K - $110K
|
42.9K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.68K- 1.08% |
$99.6K - $111K
|
154K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.72K- 40.36% |
$102K - $113K
|
2.53K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.77K- 0.68% |
$105K - $117K
|
258K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.78K- 12.54% |
$106K - $118K
|
12.4K
$871K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.78K- 25.11% |
$106K - $118K
|
5.32K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.79K- 0.95% |
$106K - $118K
|
188K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.8K- 8.13% |
$107K - $119K
|
20.3K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 97.11% |
$108K - $120K
|
54
$3.79K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.83K- 12.08% |
$108K - $121K
|
13.3K
$932K
|