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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.52KNew |
$201K - $256K
|
3.52K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.5KNew |
$200K - $255K
|
3.5K
$262K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.34KNew |
$191K - $242K
|
3.34K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.29KNew |
$188K - $239K
|
3.29K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.28KNew |
$187K - $238K
|
3.28K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.2KNew |
$183K - $233K
|
3.2K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$181K - $231K
|
3.17K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.1KNew |
$177K - $225K
|
3.1K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.08KNew |
$176K - $224K
|
3.08K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$176K - $224K
|
3.08K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.07K+ 3.23% |
$175K - $223K
|
98K
$7.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.03KNew |
$173K - $220K
|
3.03K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.03KNew |
$173K - $220K
|
3.03K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.03KNew |
$173K - $220K
|
3.03K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$172K - $219K
|
3.02K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.01K+ 9.04% |
$172K - $219K
|
36.3K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.98KNew |
$170K - $217K
|
2.98K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 3.81% |
$170K - $216K
|
81K
$6.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.93KNew |
$168K - $213K
|
2.93K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.92KNew |
$167K - $212K
|
2.92K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.9K+ 3.8% |
$166K - $211K
|
79.2K
$5.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.9K+ 27.5% |
$166K - $211K
|
13.4K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.89KNew |
$165K - $210K
|
2.89K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.85KNew |
$163K - $207K
|
2.85K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.83KNew |
$162K - $206K
|
2.83K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$160K - $204K
|
2.8K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.75KNew |
$157K - $200K
|
2.75K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.72K+ 5.64% |
$156K - $198K
|
51K
$3.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.68K+ 41.39% |
$153K - $195K
|
9.17K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.61K+ 19.14% |
$149K - $190K
|
16.2K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.52K+ 126000.0% |
$144K - $183K
|
2.52K
$189K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
2.47K+ 87.02% |
$141K - $179K
|
5.3K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.43K+ 12.46% |
$139K - $176K
|
21.9K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.42K+ 10.45% |
$138K - $176K
|
25.5K
$1.91M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.32K+ 13.19% |
$133K - $169K
|
19.9K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.29K+ 29.46% |
$131K - $166K
|
10.1K
$753K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 8.12% |
$120K - $152K
|
27.9K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.03K+ 1.77% |
$116K - $148K
|
117K
$8.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 1.53% |
$111K - $142K
|
130K
$9.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.84K+ 3.87% |
$105K - $133K
|
49.3K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.71K+ 25.15% |
$97.5K - $124K
|
8.49K
$636K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.63K+ 36.22% |
$93.3K - $119K
|
6.14K
$460K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.56KNew |
$89.1K - $113K
|
1.56K
$117K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.56K+ 19.16% |
$88.9K - $113K
|
9.67K
$724K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.53K+ 2.29% |
$87.4K - $111K
|
68.4K
$5.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 4.51% |
$86.1K - $110K
|
34.9K
$2.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.51K+ 5.34% |
$86K - $109K
|
29.7K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.49K+ 1.23% |
$84.9K - $108K
|
122K
$9.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1.36K+ 3.91% |
$77.6K - $98.7K
|
36.1K
$2.7M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.34K+ 14.99% |
$76.7K - $97.5K
|
10.3K
$771K
|