Oak Root LLC Ishares Tr Msci Eafe Small Cap Transaction History

Oak Root LLC

$807 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$59.28 - $66.1 $1.16 Million - $1.29 Million	-19,562 Reduced 35.56%	35,448 $2.25 Billion
Q4 2024 Jan 30, 2025	BUY	$60.13 - $67.31 $3.31 Million - $3.7 Million	55,010 New	55,010 $3.34 Billion

Others Institutions Holding SCZ

# of Institutions

794

Shares Held

102M

Call Options Held

0

Put Options Held

0

Jones Financial Companies Lllp

10.2M
Shares

$764 Million
0.58% of portfolio
Natixis Advisors, L.P. Boston, MA

9.68M
Shares

$726 Million
1.14% of portfolio
Tiaa Trust, National Association Charlotte, NC

7.75M
Shares

$581 Million
1.54% of portfolio
Creative Planning Overland Park, KS

4.5M
Shares

$337 Million
0.27% of portfolio
Tiaa, Fsb St. Louis, MO

4.25M
Shares

$319 Million
0.91% of portfolio

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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