Latest Institutional Purchases of Ishares Tr Msci Eafe Small Cap (SCZ)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Eafe Small Cap (SCZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
132K+ 86.57% |
$7.53M - $9.58M
|
284K
$21.3M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
75.8KNew |
$4.33M - $5.51M
|
75.8K
$5.68M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54.8K+ 16.1% |
$3.13M - $3.98M
|
395K
$29.6M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
39.5KNew |
$2.26M - $2.87M
|
39.5K
$2.96M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
36.8K+ 110.66% |
$2.1M - $2.67M
|
70K
$5.25M
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
27.6K+ 54.12% |
$1.58M - $2.01M
|
78.6K
$5.9M
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
17.4K+ 19.49% |
$993K - $1.26M
|
107K
$7.99M
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
9.78KNew |
$559K - $711K
|
9.78K
$734K
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
9.59KNew |
$548K - $697K
|
9.59K
$719K
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.94KNew |
$511K - $650K
|
8.94K
$671K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.83K+ 173.78% |
$447K - $569K
|
12.3K
$924K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.43K+ 85.73% |
$367K - $467K
|
13.9K
$1.04M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.19K+ 54.18% |
$353K - $450K
|
17.6K
$1.32M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5K+ 41.88% |
$286K - $363K
|
16.9K
$1.27M
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.71KNew |
$269K - $343K
|
4.71K
$353K
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.65K+ 1.91% |
$266K - $338K
|
248K
$18.6M
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.1KNew |
$234K - $298K
|
4.1K
$308K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.92K+ 93.28% |
$224K - $285K
|
8.11K
$608K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.89K+ 1.94% |
$222K - $282K
|
204K
$15.3M
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3.79K+ 1.2% |
$217K - $276K
|
320K
$24M
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.76KNew |
$215K - $273K
|
3.76K
$282K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.29KNew |
$188K - $239K
|
3.29K
$247K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.2KNew |
$183K - $233K
|
3.2K
$240K
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$181K - $231K
|
3.17K
$238K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.1KNew |
$177K - $225K
|
3.1K
$233K
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.08KNew |
$176K - $224K
|
3.08K
$231K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.03KNew |
$173K - $220K
|
3.03K
$227K
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.03KNew |
$173K - $220K
|
3.03K
$227K
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$172K - $219K
|
3.02K
$226K
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.01K+ 9.04% |
$172K - $219K
|
36.3K
$2.72M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.98KNew |
$170K - $217K
|
2.98K
$224K
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 3.81% |
$170K - $216K
|
81K
$6.08M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.92KNew |
$167K - $212K
|
2.92K
$219K
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.89KNew |
$165K - $210K
|
2.89K
$217K
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.85KNew |
$163K - $207K
|
2.85K
$214K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.83KNew |
$162K - $206K
|
2.83K
$212K
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.75KNew |
$157K - $200K
|
2.75K
$206K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.32K+ 13.19% |
$133K - $169K
|
19.9K
$1.5M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.03K+ 1.77% |
$116K - $148K
|
117K
$8.78M
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 1.53% |
$111K - $142K
|
130K
$9.71M
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.71K+ 25.15% |
$97.5K - $124K
|
8.49K
$636K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.51K+ 5.34% |
$86K - $109K
|
29.7K
$2.23M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.26K+ 3.59% |
$71.9K - $91.4K
|
36.3K
$2.72M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 2.66% |
$59.9K - $76.2K
|
40.4K
$3.03M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
982+ 8.0% |
$56.1K - $71.4K
|
13.3K
$994K
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
968+ 1.48% |
$55.3K - $70.4K
|
66.3K
$4.97M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
934+ 17.74% |
$53.4K - $67.9K
|
6.2K
$465K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
909+ 1782.35% |
$51.9K - $66.1K
|
960
$72K
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
772+ 1.96% |
$44.1K - $56.1K
|
40.2K
$3.01M
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
685+ 2.0% |
$39.1K - $49.8K
|
35K
$2.63M
|