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 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-135- 0.38% |
$7.71K - $9.81K
|
35.2K
$2.64M
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-137- 8.49% |
$7.83K - $9.96K
|
1.48K
$111K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-138- 3.58% |
$7.89K - $10K
|
3.72K
$278K
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-146- 20.45% |
$8.34K - $10.6K
|
568
$42.5K
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-154- 2.34% |
$8.8K - $11.2K
|
6.42K
$481K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-158- 8.19% |
$9.03K - $11.5K
|
1.77K
$133K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-171- 1.66% |
$9.77K - $12.4K
|
10.1K
$760K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-172- 1.79% |
$9.83K - $12.5K
|
9.41K
$705K
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-183- 1.37% |
$10.5K - $13.3K
|
13.1K
$984K
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-190- 1.86% |
$10.9K - $13.8K
|
10K
$749K
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-192- 2.78% |
$11K - $14K
|
6.73K
$504K
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-194- 3.68% |
$11.1K - $14.1K
|
5.08K
$380K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-198- 0.86% |
$11.3K - $14.4K
|
22.9K
$1.72M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-205- 73.48% |
$11.7K - $14.9K
|
74
$5.54K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-208- 3.91% |
$11.9K - $15.1K
|
5.11K
$383K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-210- 5.65% |
$12K - $15.3K
|
3.5K
$262K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-235- 3.53% |
$13.4K - $17.1K
|
6.42K
$481K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-237- 81.44% |
$13.5K - $17.2K
|
54
$4.04K
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-237- 0.96% |
$13.5K - $17.2K
|
24.4K
$1.83M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-238- 7.26% |
$13.6K - $17.3K
|
3.04K
$228K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-241- 5.57% |
$13.8K - $17.5K
|
4.09K
$306K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-246- 2.11% |
$14.1K - $17.9K
|
11.4K
$856K
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-247- 50.51% |
$14.1K - $18K
|
242
$18.1K
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-257- 3.55% |
$14.7K - $18.7K
|
6.98K
$523K
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-258- 2.71% |
$14.7K - $18.8K
|
9.25K
$692K
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-260- 19.27% |
$14.9K - $18.9K
|
1.09K
$81.6K
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-275- 4.41% |
$15.7K - $20K
|
5.97K
$447K
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-282- 7.97% |
$16.1K - $20.5K
|
3.26K
$244K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-300- 5.82% |
$17.1K - $21.8K
|
4.85K
$363K
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-310- 0.31% |
$17.7K - $22.5K
|
99.4K
$7.44M
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-320- 1.57% |
$18.3K - $23.3K
|
20.1K
$1.5M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-350- 7.12% |
$20K - $25.4K
|
4.57K
$342K
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-352- 2.95% |
$20.1K - $25.6K
|
11.6K
$866K
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-355- 5.75% |
$20.3K - $25.8K
|
5.82K
$436K
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-357- 9.31% |
$20.4K - $25.9K
|
3.48K
$261K
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-368- 9.94% |
$21K - $26.7K
|
3.34K
$250K
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-374- 4.94% |
$21.4K - $27.2K
|
7.2K
$539K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-374- 6.49% |
$21.4K - $27.2K
|
5.39K
$404K
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-390- 0.88% |
$22.3K - $28.3K
|
44K
$3.29M
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-410- 7.24% |
$23.4K - $29.8K
|
5.25K
$393K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-418- 1.14% |
$23.9K - $30.4K
|
36.1K
$2.7M
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-428- 4.84% |
$24.5K - $31.1K
|
8.42K
$631K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-437- 3.95% |
$25K - $31.8K
|
10.6K
$795K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-444- 1.88% |
$25.4K - $32.3K
|
23.2K
$1.74M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-470- 18.21% |
$26.9K - $34.2K
|
2.11K
$158K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-473- 12.05% |
$27K - $34.4K
|
3.45K
$259K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-475- 1.66% |
$27.1K - $34.5K
|
28.1K
$2.11M
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-475- 1.39% |
$27.1K - $34.5K
|
33.8K
$2.53M
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-490- 10.74% |
$28K - $35.6K
|
4.07K
$305K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-491- 4.33% |
$28.1K - $35.7K
|
10.9K
$813K
|