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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
643+ 9.4% |
$38.1K - $42.5K
|
7.48K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
629+ 11.26% |
$37.3K - $41.6K
|
6.22K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
595+ 7.67% |
$35.3K - $39.3K
|
8.35K
$626K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
571+ 7.93% |
$33.8K - $37.7K
|
7.77K
$582K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
567+ 1.66% |
$33.6K - $37.5K
|
34.7K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
563+ 5.07% |
$33.4K - $37.2K
|
11.7K
$875K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
562+ 5.07% |
$33.3K - $37.1K
|
11.6K
$871K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
533+ 4.34% |
$31.6K - $35.2K
|
12.8K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
505+ 1.12% |
$29.9K - $33.4K
|
45.6K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
491+ 0.42% |
$29.1K - $32.5K
|
117K
$8.76M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
468+ 7.81% |
$27.7K - $30.9K
|
6.46K
$484K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
460+ 3.6% |
$27.3K - $30.4K
|
13.2K
$991K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
423+ 1.22% |
$25.1K - $28K
|
35K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
422+ 8.47% |
$25K - $27.9K
|
5.4K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
419+ 805.77% |
$24.8K - $27.7K
|
471
$35.3K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
414+ 0.94% |
$24.5K - $27.4K
|
44.4K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
394+ 27.86% |
$23.4K - $26K
|
1.81K
$135K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
377+ 0.93% |
$22.3K - $24.9K
|
40.9K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
370+ 1.53% |
$21.9K - $24.5K
|
24.6K
$1.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
366+ 2.8% |
$21.7K - $24.2K
|
13.5K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
362+ 5.38% |
$21.5K - $23.9K
|
7.09K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
346+ 1.52% |
$20.5K - $22.9K
|
23.1K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
342+ 8.82% |
$20.3K - $22.6K
|
4.22K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
326+ 3.02% |
$19.3K - $21.5K
|
11.1K
$832K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
320+ 1.44% |
$19K - $21.2K
|
22.6K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
314New |
$18.6K - $20.8K
|
314
$23.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
309+ 53.74% |
$18.3K - $20.4K
|
884
$66.2K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
290+ 7.17% |
$17.2K - $19.2K
|
4.34K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
274+ 0.42% |
$16.2K - $18.1K
|
66K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
272New |
$16.1K - $18K
|
272
$20.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
269+ 2.89% |
$15.9K - $17.8K
|
9.59K
$718K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
262+ 0.26% |
$15.5K - $17.3K
|
101K
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
253+ 1.02% |
$15K - $16.7K
|
25K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
252+ 0.76% |
$14.9K - $16.7K
|
33.3K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
251New |
$14.9K - $16.6K
|
251
$18.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
240+ 96.77% |
$14.2K - $15.9K
|
488
$36.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
234+ 1.09% |
$13.9K - $15.5K
|
21.7K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
230+ 2.24% |
$13.6K - $15.2K
|
10.5K
$788K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
205+ 2.52% |
$12.2K - $13.6K
|
8.35K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
191+ 1.99% |
$11.3K - $12.6K
|
9.78K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
186+ 1.78% |
$11K - $12.3K
|
10.6K
$797K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
180New |
$10.7K - $11.9K
|
180
$13.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
170New |
$10.1K - $11.2K
|
170
$12.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
158+ 1.92% |
$9.37K - $10.4K
|
8.39K
$628K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
151+ 2.4% |
$8.95K - $9.98K
|
6.45K
$483K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
146+ 25.7% |
$8.65K - $9.65K
|
714
$53.5K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
144+ 3.28% |
$8.54K - $9.52K
|
4.53K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
142+ 0.47% |
$8.42K - $9.39K
|
30.6K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
137New |
$8.12K - $9.06K
|
137
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
134+ 67.0% |
$7.94K - $8.86K
|
334
$25K
|