Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.32K- 3.64% |
$75.3K - $95.7K
|
34.8K
$2.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.33K- 3.82% |
$75.7K - $96.3K
|
33.4K
$2.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.35K- 6.5% |
$77.1K - $98.1K
|
19.4K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1.35K- 17.05% |
$77.3K - $98.3K
|
6.58K
$493K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.38K- 2.08% |
$78.7K - $100K
|
64.9K
$4.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.39K- 1.93% |
$79.4K - $101K
|
70.6K
$5.29M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.39K- 6.31% |
$79.5K - $101K
|
20.7K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.42K- 13.3% |
$80.9K - $103K
|
9.23K
$691K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.51K- 2.16% |
$86.3K - $110K
|
68.5K
$5.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.55K- 8.79% |
$88.4K - $112K
|
16.1K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.58K- 6.17% |
$90K - $114K
|
23.9K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.68K- 2.46% |
$95.8K - $122K
|
66.5K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.68K- 6.98% |
$96.1K - $122K
|
22.4K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.69K- 34.29% |
$96.5K - $123K
|
3.24K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 4.98% |
$98.2K - $125K
|
32.8K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.74K- 33.43% |
$99.5K - $127K
|
3.47K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.78K- 5.11% |
$102K - $129K
|
33K
$2.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.8K- 3.92% |
$103K - $131K
|
44.1K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.89K- 8.96% |
$108K - $137K
|
19.1K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.9K- 2.62% |
$108K - $138K
|
70.4K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.91K- 30.3% |
$109K - $139K
|
4.4K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 2.91% |
$110K - $139K
|
64.1K
$4.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.93K- 1.57% |
$110K - $140K
|
121K
$9.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.95K- 51.75% |
$111K - $142K
|
1.82K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.97K- 5.43% |
$112K - $143K
|
34.2K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.02K- 91.09% |
$116K - $147K
|
198
$14.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.11K- 1.37% |
$121K - $154K
|
152K
$11.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.14K- 2.13% |
$122K - $156K
|
98.5K
$7.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.29K- 6.71% |
$131K - $167K
|
31.9K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.44K- 4.77% |
$139K - $177K
|
48.7K
$3.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.47K- 1.32% |
$141K - $180K
|
185K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.62K- 0.55% |
$149K - $190K
|
471K
$35.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.93K- 6.45% |
$167K - $213K
|
42.5K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3.29K- 10.35% |
$188K - $239K
|
28.5K
$2.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.4K- 5.07% |
$194K - $247K
|
63.5K
$4.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.4K- 24.98% |
$194K - $247K
|
10.2K
$764K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.79K- 13.66% |
$216K - $275K
|
23.9K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.9K- 9.08% |
$223K - $284K
|
39K
$2.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.96K- 14.09% |
$227K - $288K
|
24.2K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.07K- 14.7% |
$233K - $296K
|
23.6K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.09K- 1.22% |
$234K - $297K
|
332K
$24.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.11K- 34.39% |
$235K - $298K
|
7.83K
$586K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.14K- 4.11% |
$236K - $301K
|
96.6K
$7.23M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.2K- 0.57% |
$240K - $305K
|
728K
$54.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.23K- 9.13% |
$242K - $308K
|
42.1K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.25K- 3.7% |
$243K - $309K
|
111K
$8.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.43K- 41.33% |
$253K - $322K
|
6.3K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.45K- 3.83% |
$254K - $323K
|
112K
$8.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-4.46K- 42.99% |
$255K - $324K
|
5.91K
$443K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-4.75K- 11.6% |
$271K - $345K
|
36.2K
$2.71M
|