Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
75.8KNew |
$4.33M - $5.51M
|
75.8K
$5.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
17.4K+ 19.49% |
$993K - $1.26M
|
107K
$7.74M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
9.59KNew |
$548K - $697K
|
9.59K
$696K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.19K+ 54.18% |
$353K - $450K
|
17.6K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.71KNew |
$269K - $343K
|
4.71K
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.65K+ 1.91% |
$266K - $338K
|
248K
$18M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.29KNew |
$188K - $239K
|
3.29K
$239K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$181K - $231K
|
3.17K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.1KNew |
$177K - $225K
|
3.1K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$172K - $219K
|
3.02K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.75KNew |
$157K - $200K
|
2.75K
$200K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.32K+ 13.19% |
$133K - $169K
|
19.9K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
982+ 8.0% |
$56.1K - $71.4K
|
13.3K
$963K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
772+ 1.96% |
$44.1K - $56.1K
|
40.2K
$2.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
371+ 41.97% |
$21.2K - $27K
|
1.26K
$91.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
342+ 1.75% |
$19.5K - $24.9K
|
19.9K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
62New |
$3.54K - $4.51K
|
62
$4.5K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
33+ 0.35% |
$1.89K - $2.4K
|
9.49K
$689K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
22+ 0.18% |
$1.26K - $1.6K
|
12.3K
$893K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
17+ 1.59% |
$971 - $1.24K
|
1.09K
$78.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 1.5% |
$800 - $1.02K
|
945
$68.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3- 0.02% |
$171 - $218
|
14.4K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-14- 0.39% |
$800 - $1.02K
|
3.62K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.15% |
$1.14K - $1.45K
|
13.2K
$956K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-26- 0.58% |
$1.49K - $1.89K
|
4.49K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-30- 0.84% |
$1.71K - $2.18K
|
3.54K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-78- 1.33% |
$4.46K - $5.67K
|
5.8K
$421K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-80- 1.09% |
$4.57K - $5.81K
|
7.27K
$528K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-146- 20.45% |
$8.34K - $10.6K
|
568
$41.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-205- 73.48% |
$11.7K - $14.9K
|
74
$5.37K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-258- 2.71% |
$14.7K - $18.8K
|
9.25K
$671K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-300- 5.82% |
$17.1K - $21.8K
|
4.85K
$352K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-368- 9.94% |
$21K - $26.7K
|
3.34K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-473- 12.05% |
$27K - $34.4K
|
3.45K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-491- 4.33% |
$28.1K - $35.7K
|
10.9K
$789K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-756- 2.05% |
$43.2K - $54.9K
|
36.2K
$2.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.33K- 3.82% |
$75.7K - $96.3K
|
33.4K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.95K- 51.75% |
$111K - $142K
|
1.82K
$132K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.11K- 1.37% |
$121K - $154K
|
152K
$11.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.14K- 2.13% |
$122K - $156K
|
98.5K
$7.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.43K- 41.33% |
$253K - $322K
|
6.3K
$457K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.39K- 16.54% |
$308K - $392K
|
27.2K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.96K- 8.91% |
$398K - $506K
|
71.1K
$5.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-9.03K- 70.4% |
$516K - $656K
|
3.8K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-9.66K- 1.49% |
$552K - $702K
|
640K
$46.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.73K- 7.58% |
$556K - $707K
|
119K
$8.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-14.7K- 14.62% |
$837K - $1.07M
|
85.6K
$6.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-69.9K- 28.2% |
$3.99M - $5.08M
|
178K
$12.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-635K- 72.42% |
$36.3M - $46.2M
|
242K
$17.6M
|