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 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.88K- 18.6% |
$279K - $355K
|
21.4K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-5.01K- 15.65% |
$286K - $364K
|
27K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.27K- 2.94% |
$301K - $383K
|
174K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.39K- 16.54% |
$308K - $392K
|
27.2K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.86K- 7.25% |
$335K - $426K
|
75.1K
$5.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.04K- 21.74% |
$345K - $439K
|
21.7K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6.05K- 52.75% |
$346K - $440K
|
5.42K
$406K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-6.12K- 26.44% |
$350K - $445K
|
17K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.35K- 2.2% |
$363K - $461K
|
283K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.55K- 96.61% |
$374K - $476K
|
230
$17.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6.93K- 15.0% |
$396K - $504K
|
39.3K
$2.94M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.96K- 8.91% |
$398K - $506K
|
71.1K
$5.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.11K- 49.7% |
$406K - $516K
|
7.19K
$538K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.12K- 2.76% |
$407K - $518K
|
251K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-7.19K- 22.68% |
$411K - $523K
|
24.5K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.33K- 4.67% |
$419K - $533K
|
150K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.4K- 4.35% |
$423K - $538K
|
163K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.46K- 50.46% |
$426K - $542K
|
7.32K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-7.94K- 28.13% |
$454K - $577K
|
20.3K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8.46K- 4.2% |
$484K - $615K
|
193K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-9.03K- 70.4% |
$516K - $656K
|
3.8K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-9.66K- 1.49% |
$552K - $702K
|
640K
$47.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.73K- 7.58% |
$556K - $707K
|
119K
$8.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.5K- 20.22% |
$657K - $836K
|
45.4K
$3.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.9K- 33.2% |
$681K - $866K
|
24K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-12.3K- 8.7% |
$701K - $892K
|
129K
$9.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-12.9K- 9.19% |
$738K - $938K
|
128K
$9.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 3.53% |
$796K - $1.01M
|
381K
$28.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-14.2K- 45.3% |
$811K - $1.03M
|
17.1K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-14.5K- 3.47% |
$827K - $1.05M
|
403K
$30.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-14.7K- 14.62% |
$837K - $1.07M
|
85.6K
$6.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-15.5K- 99.6% |
$888K - $1.13M
|
62
$4.64K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.2K- 4.67% |
$925K - $1.18M
|
331K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-16.5K- 73.25% |
$941K - $1.2M
|
6.02K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.6K- 74.53% |
$946K - $1.2M
|
5.66K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.1K- 4.92% |
$1.03M - $1.32M
|
349K
$26.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-18.6K- 26.48% |
$1.07M - $1.35M
|
51.7K
$3.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-21.5K- 74.96% |
$1.23M - $1.56M
|
7.17K
$537K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-29.8K- 31.38% |
$1.7M - $2.17M
|
65.2K
$4.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-32.6K- 12.37% |
$1.86M - $2.37M
|
231K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-35.7K- 34.95% |
$2.04M - $2.6M
|
66.5K
$4.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-40K- 8.8% |
$2.28M - $2.9M
|
414K
$31M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-40.9K- 5.92% |
$2.34M - $2.97M
|
649K
$48.6M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41.9K- 19.78% |
$2.4M - $3.05M
|
170K
$12.7M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-44.9K- 6.58% |
$2.56M - $3.26M
|
638K
$47.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-53.3K- 11.79% |
$3.04M - $3.87M
|
399K
$29.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-57.1K- 52.19% |
$3.26M - $4.15M
|
52.3K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-59.5K- 17.42% |
$3.4M - $4.33M
|
282K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-60.3K- 49.64% |
$3.44M - $4.38M
|
61.1K
$4.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-69.9K- 28.2% |
$3.99M - $5.08M
|
178K
$13.3M
|