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 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
60+ 0.4% |
$3.43K - $4.36K
|
15K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
60+ 0.29% |
$3.43K - $4.36K
|
20.8K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
50+ 0.26% |
$2.86K - $3.63K
|
19.5K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
50+ 0.83% |
$2.86K - $3.63K
|
6.07K
$454K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49New |
$2.8K - $3.56K
|
49
$3.67K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
41New |
$2.34K - $2.98K
|
41
$3.07K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
39+ 1.0% |
$2.23K - $2.83K
|
3.95K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
33+ 0.35% |
$1.89K - $2.4K
|
9.49K
$710K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31+ 2.63% |
$1.77K - $2.25K
|
1.21K
$90.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 0.91% |
$1.71K - $2.18K
|
3.32K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 1.49% |
$1.6K - $2.04K
|
1.9K
$142K
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
BUY
|
- |
26+ 5.8% |
$1.49K - $1.89K
|
474
$35.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 1.32% |
$1.49K - $1.89K
|
2K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.43K - $1.82K
|
25
$1.87K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
25+ 0.71% |
$1.43K - $1.82K
|
3.54K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24+ 0.08% |
$1.37K - $1.74K
|
29.4K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
24New |
$1.37K - $1.74K
|
24
$1.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.8% |
$1.37K - $1.74K
|
3.01K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 13.48% |
$1.37K - $1.74K
|
202
$15.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
23New |
$1.31K - $1.67K
|
23
$1.72K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
23+ 0.17% |
$1.31K - $1.67K
|
13.5K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
22+ 0.18% |
$1.26K - $1.6K
|
12.3K
$921K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21+ 0.13% |
$1.2K - $1.53K
|
16.4K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21+ 0.71% |
$1.2K - $1.53K
|
2.97K
$223K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
17+ 1.59% |
$971 - $1.24K
|
1.09K
$81.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.2% |
$971 - $1.24K
|
8.37K
$627K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 1.33% |
$800 - $1.02K
|
1.07K
$80.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 1.5% |
$800 - $1.02K
|
945
$70.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13+ 9.7% |
$743 - $945
|
147
$11K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
12+ 0.47% |
$686 - $872
|
2.55K
$191K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.11% |
$629 - $799
|
10.4K
$781K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9New |
$514 - $654
|
9
$674
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 2.18% |
$457 - $581
|
375
$28.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8New |
$457 - $581
|
8
$599
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 1.52% |
$457 - $581
|
536
$40.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 1.14% |
$457 - $581
|
708
$53K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
8+ 0.07% |
$457 - $581
|
11.8K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 1.08% |
$457 - $581
|
750
$56.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.44% |
$343 - $436
|
422
$31.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6New |
$343 - $436
|
6
$449
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 1.44% |
$171 - $218
|
212
$15.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3+ 0.06% |
$171 - $218
|
5.03K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2+ 0.01% |
$114 - $145
|
14.7K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.11% |
$114 - $145
|
1.86K
$140K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$114 - $145
|
9.93K
$744K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 1.3% |
$114 - $145
|
156
$11.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.04% |
$114 - $145
|
5.07K
$380K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.11% |
$57.1 - $72.7
|
930
$69.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1New |
$57.1 - $72.7
|
1
$74.9
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.2% |
$57.1 - $72.7
|
84
$6.29K
|