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 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
371+ 41.97% |
$21.2K - $27K
|
1.26K
$94K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
358+ 73.36% |
$20.5K - $26K
|
846
$63.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
352+ 2.62% |
$20.1K - $25.6K
|
13.8K
$1.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
342+ 1.75% |
$19.5K - $24.9K
|
19.9K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
338+ 9.48% |
$19.3K - $24.6K
|
3.9K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
331+ 6.95% |
$18.9K - $24.1K
|
5.09K
$381K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
323+ 4.32% |
$18.5K - $23.5K
|
7.81K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
312+ 3.68% |
$17.8K - $22.7K
|
8.79K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
308+ 0.22% |
$17.6K - $22.4K
|
137K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
287+ 3.71% |
$16.4K - $20.9K
|
8.03K
$601K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
285+ 6.85% |
$16.3K - $20.7K
|
4.45K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
271+ 5.17% |
$15.5K - $19.7K
|
5.51K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
267+ 0.4% |
$15.3K - $19.4K
|
66.5K
$4.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
265+ 1.51% |
$15.1K - $19.3K
|
17.9K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
259+ 3.5% |
$14.8K - $18.8K
|
7.67K
$574K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
258+ 1.52% |
$14.7K - $18.8K
|
17.3K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
237+ 0.69% |
$13.5K - $17.2K
|
34.7K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
231+ 1.38% |
$13.2K - $16.8K
|
17K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
216+ 266.67% |
$12.3K - $15.7K
|
297
$22.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
204+ 1.51% |
$11.7K - $14.8K
|
13.8K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
182+ 4.93% |
$10.4K - $13.2K
|
3.87K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
180+ 0.72% |
$10.3K - $13.1K
|
25.1K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
172New |
$9.83K - $12.5K
|
172
$12.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
160New |
$9.14K - $11.6K
|
160
$12K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
157+ 1.41% |
$8.97K - $11.4K
|
11.3K
$848K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
156+ 0.79% |
$8.91K - $11.3K
|
19.8K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
155+ 1.99% |
$8.86K - $11.3K
|
7.93K
$594K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
151+ 1.52% |
$8.63K - $11K
|
10.1K
$754K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
145+ 2.25% |
$8.29K - $10.5K
|
6.6K
$494K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
139New |
$7.94K - $10.1K
|
139
$10.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
137+ 1.52% |
$7.83K - $9.96K
|
9.16K
$686K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
137+ 3.02% |
$7.83K - $9.96K
|
4.67K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
135+ 15.88% |
$7.71K - $9.81K
|
985
$73.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
119+ 1.98% |
$6.8K - $8.65K
|
6.14K
$460K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
114+ 1.61% |
$6.51K - $8.29K
|
7.21K
$540K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
112+ 0.42% |
$6.4K - $8.14K
|
26.6K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
109+ 2.34% |
$6.23K - $7.92K
|
4.77K
$357K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
109+ 1.97% |
$6.23K - $7.92K
|
5.65K
$423K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 11.0% |
$5.71K - $7.27K
|
1.01K
$75.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
96+ 10.38% |
$5.49K - $6.98K
|
1.02K
$76.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
92+ 2.12% |
$5.26K - $6.69K
|
4.43K
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
84+ 0.07% |
$4.8K - $6.11K
|
118K
$8.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
81+ 0.73% |
$4.63K - $5.89K
|
11.2K
$836K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
76New |
$4.34K - $5.52K
|
76
$5.69K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
76+ 2.21% |
$4.34K - $5.52K
|
3.51K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
72New |
$4.11K - $5.23K
|
72
$5.39K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 2.02% |
$4K - $5.09K
|
3.53K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
66+ 1.52% |
$3.77K - $4.8K
|
4.42K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
64+ 0.42% |
$3.66K - $4.65K
|
15.2K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
62New |
$3.54K - $4.51K
|
62
$4.64K
|