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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.9KNew |
$911K - $1.16M
|
15.9K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
13.6K+ 21946.77% |
$778K - $989K
|
13.7K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.6K+ 8.61% |
$777K - $988K
|
171K
$12.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13.3K+ 62.92% |
$760K - $967K
|
34.4K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.8K+ 11.12% |
$731K - $929K
|
128K
$9.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.6K+ 25.29% |
$722K - $919K
|
62.6K
$4.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
10.5K+ 13.01% |
$598K - $761K
|
90.9K
$6.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
9.78KNew |
$559K - $711K
|
9.78K
$733K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.63K+ 11.45% |
$550K - $700K
|
93.7K
$7.02M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
9.59KNew |
$548K - $697K
|
9.59K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.94KNew |
$511K - $650K
|
8.94K
$670K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.61K+ 7.56% |
$492K - $626K
|
122K
$9.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.4K+ 4.06% |
$480K - $611K
|
215K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.98K+ 1.37% |
$456K - $580K
|
591K
$44.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.83K+ 173.78% |
$447K - $569K
|
12.3K
$923K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.59K+ 8.07% |
$433K - $551K
|
102K
$7.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
7.58KNew |
$433K - $551K
|
7.58K
$568K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.41K+ 83.95% |
$424K - $539K
|
16.2K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.71K+ 11.48% |
$384K - $488K
|
65.2K
$4.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.69K+ 3.36% |
$382K - $486K
|
205K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.66K+ 48.39% |
$380K - $484K
|
20.4K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.43K+ 85.73% |
$367K - $467K
|
13.9K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
6.43KNew |
$367K - $467K
|
6.43K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.36K+ 29.32% |
$363K - $462K
|
28K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.19K+ 54.18% |
$353K - $450K
|
17.6K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6.05K+ 4.62% |
$346K - $440K
|
137K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5.5K+ 9.67% |
$314K - $399K
|
62.3K
$4.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.44KNew |
$311K - $395K
|
5.44K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.25KNew |
$300K - $381K
|
5.25K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.16K+ 2.13% |
$295K - $375K
|
247K
$18.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5K+ 41.88% |
$286K - $363K
|
16.9K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.9K+ 14.03% |
$280K - $356K
|
39.8K
$2.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.72KNew |
$269K - $343K
|
4.72K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.71KNew |
$269K - $343K
|
4.71K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.65K+ 1.91% |
$266K - $338K
|
248K
$18.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.59KNew |
$262K - $334K
|
4.59K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.53K+ 10.82% |
$259K - $329K
|
46.4K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.5K+ 135.2% |
$257K - $327K
|
7.83K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.49K+ 15.92% |
$257K - $327K
|
32.7K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.33K+ 3.43% |
$247K - $315K
|
131K
$9.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.1KNew |
$234K - $298K
|
4.1K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.05KNew |
$231K - $294K
|
4.05K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.92K+ 93.28% |
$224K - $285K
|
8.11K
$608K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.89K+ 1.94% |
$222K - $282K
|
204K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.88K+ 2.1% |
$222K - $282K
|
188K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3.79K+ 1.2% |
$217K - $276K
|
320K
$24M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.77KNew |
$216K - $274K
|
3.77K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.76KNew |
$215K - $273K
|
3.76K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.72K+ 51.68% |
$213K - $271K
|
10.9K
$818K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.7KNew |
$211K - $269K
|
3.7K
$277K
|