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
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.31K+ 34.64% |
$74.9K - $95.2K
|
5.09K
$381K
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.27K+ 2.01% |
$72.3K - $91.9K
|
64.1K
$4.8M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.26K+ 3.59% |
$71.9K - $91.4K
|
36.3K
$2.72M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.17K+ 7.29% |
$66.6K - $84.7K
|
17.2K
$1.28M
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 3.64% |
$65.7K - $83.5K
|
32.7K
$2.45M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.14K+ 9.21% |
$65.4K - $83.1K
|
13.6K
$1.02M
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.09K+ 3.67% |
$62.2K - $79.1K
|
30.8K
$2.3M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 2.66% |
$59.9K - $76.2K
|
40.4K
$3.03M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
982+ 8.0% |
$56.1K - $71.4K
|
13.3K
$993K
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
968+ 1.48% |
$55.3K - $70.4K
|
66.3K
$4.97M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
934+ 17.74% |
$53.4K - $67.9K
|
6.2K
$464K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
909+ 1782.35% |
$51.9K - $66.1K
|
960
$71.9K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
907+ 0.58% |
$51.8K - $65.9K
|
158K
$11.8M
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
890+ 1.55% |
$50.9K - $64.7K
|
58.2K
$4.35M
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
877+ 2.04% |
$50.1K - $63.7K
|
44K
$3.29M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
866+ 13.93% |
$49.5K - $62.9K
|
7.08K
$530K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
853+ 25.56% |
$48.7K - $62K
|
4.19K
$314K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
785+ 60.62% |
$44.9K - $57.1K
|
2.08K
$156K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
779+ 16.13% |
$44.5K - $56.6K
|
5.61K
$420K
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
772+ 1.96% |
$44.1K - $56.1K
|
40.2K
$3.01M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
738New |
$42.2K - $53.6K
|
738
$55.3K
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
719+ 8.61% |
$41.1K - $52.3K
|
9.07K
$679K
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
708+ 0.54% |
$40.5K - $51.5K
|
131K
$9.82M
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
699+ 510.22% |
$39.9K - $50.8K
|
836
$62.6K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
691+ 1.37% |
$39.5K - $50.2K
|
51K
$3.82M
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
688+ 0.51% |
$39.3K - $50K
|
136K
$10.2M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
686+ 20.29% |
$39.2K - $49.9K
|
4.07K
$305K
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
685+ 2.0% |
$39.1K - $49.8K
|
35K
$2.62M
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
683+ 0.49% |
$39K - $49.6K
|
140K
$10.5M
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
647+ 2.03% |
$37K - $47K
|
32.5K
$2.43M
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
594+ 1.79% |
$33.9K - $43.2K
|
33.8K
$2.53M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
588+ 3.99% |
$33.6K - $42.7K
|
15.3K
$1.15M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
568+ 15.37% |
$32.5K - $41.3K
|
4.26K
$319K
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
527+ 4.05% |
$30.1K - $38.3K
|
13.5K
$1.01M
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
516+ 2.29% |
$29.5K - $37.5K
|
23.1K
$1.73M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
507+ 0.53% |
$29K - $36.8K
|
95.4K
$7.15M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
504+ 22.71% |
$28.8K - $36.6K
|
2.72K
$204K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
489New |
$27.9K - $35.5K
|
489
$36.6K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
476+ 3.96% |
$27.2K - $34.6K
|
12.5K
$935K
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
466+ 4.82% |
$26.6K - $33.9K
|
10.1K
$758K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
459+ 4.7% |
$26.2K - $33.4K
|
10.2K
$766K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
457+ 7.29% |
$26.1K - $33.2K
|
6.72K
$503K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
450+ 3.1% |
$25.7K - $32.7K
|
15K
$1.12M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
429+ 2.66% |
$24.5K - $31.2K
|
16.6K
$1.24M
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
428New |
$24.5K - $31.1K
|
428
$32.1K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
414+ 1.68% |
$23.7K - $30.1K
|
25K
$1.87M
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
411+ 0.97% |
$23.5K - $29.9K
|
42.9K
$3.21M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
400+ 1.68% |
$22.9K - $29.1K
|
24.2K
$1.81M
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
395+ 2.12% |
$22.6K - $28.7K
|
19K
$1.42M
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
395New |
$22.6K - $28.7K
|
395
$29.6K
|