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 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 1.64% |
$57.1 - $72.7
|
62
$4.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.04% |
$57.1 - $72.7
|
50
$3.74K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.27% |
$57.1 - $72.7
|
45
$3.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.39% |
$114 - $145
|
508
$38K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3- 0.02% |
$171 - $218
|
14.4K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 0.66% |
$343 - $436
|
901
$67.5K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-7- 6.42% |
$400 - $509
|
102
$7.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 25.64% |
$571 - $727
|
29
$2.17K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-11- 0.04% |
$629 - $799
|
30.2K
$2.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-12- 2.27% |
$686 - $872
|
516
$38.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-14- 0.39% |
$800 - $1.02K
|
3.62K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-14- 30.43% |
$800 - $1.02K
|
32
$2.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.35% |
$857 - $1.09K
|
4.27K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-15- 33.33% |
$857 - $1.09K
|
30
$2.25K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-16- 9.41% |
$914 - $1.16K
|
154
$11.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.32% |
$1.03K - $1.31K
|
5.55K
$415K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-19- 1.01% |
$1.09K - $1.38K
|
1.86K
$139K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19- 51.35% |
$1.09K - $1.38K
|
18
$1.35K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-20- 1.24% |
$1.14K - $1.45K
|
1.59K
$119K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.15% |
$1.14K - $1.45K
|
13.2K
$986K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-26- 0.58% |
$1.49K - $1.89K
|
4.49K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28- 0.03% |
$1.6K - $2.04K
|
94.3K
$7.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28- 0.56% |
$1.6K - $2.04K
|
4.97K
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-29- 1.32% |
$1.66K - $2.11K
|
2.16K
$162K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-30- 0.84% |
$1.71K - $2.18K
|
3.54K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-36- 0.84% |
$2.06K - $2.62K
|
4.23K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-41- 1.03% |
$2.34K - $2.98K
|
3.93K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-43- 2.35% |
$2.46K - $3.13K
|
1.79K
$134K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-43- 0.9% |
$2.46K - $3.13K
|
4.75K
$356K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-46- 0.66% |
$2.63K - $3.34K
|
6.92K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-50- 0.21% |
$2.86K - $3.63K
|
23.5K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-51- 5.09% |
$2.91K - $3.71K
|
950
$71.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-52- 0.68% |
$2.97K - $3.78K
|
7.58K
$567K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-58- 1.21% |
$3.31K - $4.22K
|
4.72K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-60- 0.44% |
$3.43K - $4.36K
|
13.5K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-60- 0.83% |
$3.43K - $4.36K
|
7.16K
$536K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-61- 63.54% |
$3.49K - $4.43K
|
35
$2.62K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-62- 3.18% |
$3.54K - $4.51K
|
1.89K
$141K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-65- 1.54% |
$3.71K - $4.72K
|
4.15K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-76- 0.96% |
$4.34K - $5.52K
|
7.8K
$584K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-78- 1.33% |
$4.46K - $5.67K
|
5.8K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-79- 1.74% |
$4.51K - $5.74K
|
4.46K
$334K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-80- 1.09% |
$4.57K - $5.81K
|
7.27K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-105- 22.29% |
$6K - $7.63K
|
366
$27.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-110- 3.35% |
$6.29K - $7.99K
|
3.17K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-121- 2.9% |
$6.91K - $8.79K
|
4.05K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-125- 1.88% |
$7.14K - $9.09K
|
6.51K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-135- 0.96% |
$7.71K - $9.81K
|
13.9K
$1.04M
|