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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$2.96K - $3.3K
|
50
$3.84K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 10.44% |
$2.96K - $3.3K
|
529
$40.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
28New |
$1.66K - $1.85K
|
28
$2.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 11.76% |
$1.07K - $1.19K
|
171
$13.1K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
15+ 50.0% |
$889 - $991
|
45
$3.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
14New |
$830 - $925
|
14
$1.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6New |
$356 - $397
|
6
$461
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$296 - $331
|
5
$384
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
253K+ 154.08% |
$15.2M - $17M
|
417K
$32M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
107KNew |
$6.43M - $7.2M
|
107K
$8.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
47.6KNew |
$2.86M - $3.21M
|
47.6K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
38.5KNew |
$2.31M - $2.59M
|
38.5K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
34.7KNew |
$2.09M - $2.34M
|
34.7K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
23.2KNew |
$1.39M - $1.56M
|
23.2K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
15.8KNew |
$953K - $1.07M
|
15.8K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$729K - $817K
|
12.1K
$932K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
9.88KNew |
$594K - $665K
|
9.88K
$759K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.3KNew |
$559K - $626K
|
9.3K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
4.36KNew |
$262K - $293K
|
4.36K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.8K+ 422.22% |
$228K - $256K
|
4.7K
$361K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$220K - $246K
|
3.66K
$281K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.47KNew |
$209K - $234K
|
3.47K
$267K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.04KNew |
$122K - $137K
|
2.04K
$156K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.11KNew |
$66.7K - $74.7K
|
1.11K
$85.3K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
915+ 13.21% |
$55K - $61.6K
|
7.84K
$602K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
901New |
$54.2K - $60.6K
|
901
$69.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
770New |
$46.3K - $51.8K
|
770
$59.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
656New |
$39.4K - $44.2K
|
656
$50.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
630New |
$37.9K - $42.4K
|
630
$48.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
455New |
$27.4K - $30.6K
|
455
$34.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440+ 360.66% |
$26.5K - $29.6K
|
562
$43.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
369New |
$22.2K - $24.8K
|
369
$28.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
337New |
$20.3K - $22.7K
|
337
$25.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
333New |
$20K - $22.4K
|
333
$25.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
286+ 2.18% |
$17.2K - $19.3K
|
13.4K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
222New |
$13.3K - $14.9K
|
222
$17.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
202+ 1.5% |
$12.1K - $13.6K
|
13.7K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
191New |
$11.5K - $12.9K
|
191
$14.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
177New |
$10.6K - $11.9K
|
177
$13.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
157New |
$9.44K - $10.6K
|
157
$12.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
141+ 32.19% |
$8.48K - $9.49K
|
579
$44.5K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
132+ 2.76% |
$7.94K - $8.88K
|
4.91K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
131New |
$7.88K - $8.82K
|
131
$10.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
102New |
$6.13K - $6.87K
|
102
$7.83K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$6.01K - $6.73K
|
100
$7.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
84New |
$5.05K - $5.65K
|
84
$6.45K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
75New |
$4.51K - $5.05K
|
75
$5.76K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
70New |
$4.21K - $4.71K
|
70
$5.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
63+ 1.86% |
$3.79K - $4.24K
|
3.45K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58New |
$3.49K - $3.9K
|
58
$4.45K
|
|