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 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.83K- 5.82% |
$109K - $121K
|
29.7K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.83K- 5.23% |
$109K - $121K
|
33.2K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.86K- 50.0% |
$110K - $123K
|
1.86K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.93K- 6.5% |
$114K - $127K
|
27.7K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.93K- 5.34% |
$114K - $128K
|
34.2K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.94K- 0.57% |
$115K - $128K
|
336K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-2.02K- 10.78% |
$120K - $134K
|
16.7K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.04K- 16.45% |
$121K - $135K
|
10.4K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.04K- 10.39% |
$121K - $135K
|
17.6K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.06K- 44.34% |
$122K - $136K
|
2.58K
$181K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.25K- 1.57% |
$133K - $149K
|
141K
$9.89M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-2.26K- 31.48% |
$134K - $150K
|
4.93K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.32K- 3.38% |
$137K - $153K
|
66.3K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.46K- 8.48% |
$146K - $162K
|
26.5K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.52K- 99.92% |
$149K - $167K
|
2
$140
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-2.56K- 2.51% |
$152K - $169K
|
99.7K
$6.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.72K- 5.06% |
$161K - $180K
|
51K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-2.8K- 10.77% |
$166K - $185K
|
23.2K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.81K- 1.39% |
$166K - $185K
|
199K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.85K- 1.05% |
$169K - $189K
|
268K
$18.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.86K- 9.35% |
$170K - $189K
|
27.8K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.14K- 8.34% |
$186K - $207K
|
34.5K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.3K- 10.64% |
$196K - $218K
|
27.7K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.47K- 45.49% |
$206K - $230K
|
4.16K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.52K- 7.2% |
$209K - $233K
|
45.4K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.52K- 10.44% |
$209K - $233K
|
30.2K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.53K- 5.85% |
$209K - $233K
|
56.8K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.69K- 38.3% |
$219K - $244K
|
5.94K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-3.92K- 14.83% |
$232K - $259K
|
22.5K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-3.99K- 43.34% |
$236K - $263K
|
5.21K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.32K- 5.64% |
$256K - $285K
|
72.3K
$5.07M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-4.43K- 50.47% |
$262K - $292K
|
4.34K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.48K- 4.2% |
$265K - $296K
|
102K
$7.17M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.52K- 5.29% |
$268K - $299K
|
80.9K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.57K- 14.89% |
$271K - $302K
|
26.1K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.62K- 26.33% |
$274K - $305K
|
12.9K
$906K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-4.89K- 4.65% |
$290K - $323K
|
100K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.98K- 57.51% |
$295K - $329K
|
3.68K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.22K- 13.81% |
$310K - $345K
|
32.6K
$2.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.33K- 28.15% |
$316K - $352K
|
13.6K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.36K- 28.04% |
$318K - $354K
|
13.8K
$964K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-5.38K- 14.66% |
$319K - $356K
|
31.3K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.74K- 44.32% |
$340K - $379K
|
7.2K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.04K- 2.83% |
$358K - $399K
|
207K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.29K- 5.19% |
$373K - $416K
|
115K
$8.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.32K- 62.13% |
$375K - $418K
|
3.85K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.74K- 4.91% |
$399K - $445K
|
130K
$9.15M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-6.78K- 17.55% |
$402K - $448K
|
31.9K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-6.91K- 23.01% |
$409K - $456K
|
23.1K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-6.91K- 1.5% |
$410K - $457K
|
454K
$31.8M
|