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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5- 0.03% |
$296 - $331
|
14.7K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8- 0.07% |
$474 - $529
|
11.2K
$836K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-8- 4.94% |
$474 - $529
|
154
$11.5K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-15- 0.09% |
$889 - $991
|
17.6K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-17- 0.46% |
$1.01K - $1.12K
|
3.7K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-18- 4.86% |
$1.07K - $1.19K
|
352
$26.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-19- 0.48% |
$1.13K - $1.26K
|
3.97K
$297K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-20- 0.2% |
$1.19K - $1.32K
|
10.2K
$764K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21- 0.19% |
$1.24K - $1.39K
|
11.3K
$843K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-23- 0.12% |
$1.36K - $1.52K
|
19.2K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27- 0.27% |
$1.6K - $1.78K
|
9.93K
$743K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-29- 0.74% |
$1.72K - $1.92K
|
3.91K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-31- 0.81% |
$1.84K - $2.05K
|
3.78K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.6% |
$2.37K - $2.64K
|
6.61K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-41- 0.31% |
$2.43K - $2.71K
|
13K
$972K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-41- 2.42% |
$2.43K - $2.71K
|
1.65K
$124K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-46- 0.22% |
$2.73K - $3.04K
|
20.7K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-46- 4.83% |
$2.73K - $3.04K
|
907
$67.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-47- 0.81% |
$2.79K - $3.11K
|
5.76K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 22.27% |
$3.02K - $3.37K
|
178
$13.3K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-52- 0.39% |
$3.08K - $3.44K
|
13.3K
$998K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-54- 0.72% |
$3.2K - $3.57K
|
7.41K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-55- 9.68% |
$3.26K - $3.64K
|
513
$38.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-56- 20.14% |
$3.32K - $3.7K
|
222
$16.6K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-58- 0.23% |
$3.44K - $3.83K
|
24.6K
$1.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-60- 0.41% |
$3.56K - $3.97K
|
14.4K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-63- 0.46% |
$3.73K - $4.16K
|
13.6K
$1.02M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-66- 33.85% |
$3.91K - $4.36K
|
129
$9.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-67- 0.14% |
$3.97K - $4.43K
|
46.4K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-80- 0.55% |
$4.74K - $5.29K
|
14.5K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-94- 8.58% |
$5.57K - $6.21K
|
1K
$75K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-97- 1.24% |
$5.75K - $6.41K
|
7.74K
$579K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-101- 2.94% |
$5.99K - $6.68K
|
3.33K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-103- 2.61% |
$6.11K - $6.81K
|
3.84K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-105- 2.55% |
$6.22K - $6.94K
|
4.01K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-108- 0.76% |
$6.4K - $7.14K
|
14.1K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-110- 0.05% |
$6.52K - $7.27K
|
242K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-110- 4.78% |
$6.52K - $7.27K
|
2.19K
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-123- 1.18% |
$7.29K - $8.13K
|
10.3K
$772K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-136- 3.09% |
$8.06K - $8.99K
|
4.27K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-155- 4.52% |
$9.19K - $10.2K
|
3.28K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-161- 0.46% |
$9.54K - $10.6K
|
34.7K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-179- 2.16% |
$10.6K - $11.8K
|
8.12K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-183- 2.11% |
$10.8K - $12.1K
|
8.48K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-199- 1.61% |
$11.8K - $13.2K
|
12.2K
$911K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-210- 0.58% |
$12.4K - $13.9K
|
36.1K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-211- 4.03% |
$12.5K - $13.9K
|
5.03K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-220- 39.57% |
$13K - $14.5K
|
336
$25.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-224- 13.2% |
$13.3K - $14.8K
|
1.47K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-224- 16.2% |
$13.3K - $14.8K
|
1.16K
$86.8K
|