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 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-500- 2.56% |
$28.6K - $36.3K
|
19K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-502- 3.88% |
$28.7K - $36.5K
|
12.4K
$930K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-527- 4.33% |
$30.1K - $38.3K
|
11.6K
$871K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-529- 2.58% |
$30.2K - $38.4K
|
19.9K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-535- 11.73% |
$30.6K - $38.9K
|
4.03K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-538- 1.6% |
$30.7K - $39.1K
|
33.2K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-550- 3.21% |
$31.4K - $40K
|
16.6K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-551- 1.8% |
$31.5K - $40K
|
30.1K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-558- 0.79% |
$31.9K - $40.6K
|
70.2K
$5.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-572- 5.58% |
$32.7K - $41.6K
|
9.68K
$725K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-590- 1.83% |
$33.7K - $42.9K
|
31.6K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-592- 1.21% |
$33.8K - $43K
|
48.3K
$3.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-600- 10.1% |
$34.3K - $43.6K
|
5.34K
$400K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-611- 5.63% |
$34.9K - $44.4K
|
10.2K
$767K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-617- 1.35% |
$35.3K - $44.8K
|
45K
$3.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-619- 6.82% |
$35.4K - $45K
|
8.45K
$633K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-635- 2.94% |
$36.3K - $46.2K
|
21K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-641- 2.28% |
$36.6K - $46.6K
|
27.4K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-654- 1.01% |
$37.4K - $47.5K
|
64.4K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-661- 57.03% |
$37.8K - $48K
|
498
$37.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-693- 3.21% |
$39.6K - $50.4K
|
20.9K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-695- 43.68% |
$39.7K - $50.5K
|
896
$67.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-698- 10.81% |
$39.9K - $50.7K
|
5.76K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-700- 3.5% |
$40K - $50.9K
|
19.3K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-712- 2.25% |
$40.7K - $51.7K
|
31K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-715- 3.17% |
$40.9K - $52K
|
21.9K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-731- 2.8% |
$41.8K - $53.1K
|
25.4K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-731- 6.32% |
$41.8K - $53.1K
|
10.8K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-752- 20.96% |
$43K - $54.7K
|
2.84K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-756- 2.05% |
$43.2K - $54.9K
|
36.2K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-786- 1.21% |
$44.9K - $57.1K
|
64.4K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-855- 7.6% |
$48.9K - $62.1K
|
10.4K
$779K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-873- 1.96% |
$49.9K - $63.4K
|
43.7K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-885- 7.96% |
$50.6K - $64.3K
|
10.2K
$766K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-944- 3.77% |
$53.9K - $68.6K
|
24.1K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-963- 4.06% |
$55K - $70K
|
22.8K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-966- 5.67% |
$55.2K - $70.2K
|
16.1K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-983- 1.85% |
$56.2K - $71.4K
|
52.1K
$3.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-989- 0.34% |
$56.5K - $71.9K
|
289K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-993- 98.32% |
$56.7K - $72.2K
|
17
$1.27K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-993- 4.0% |
$56.7K - $72.2K
|
23.8K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 7.58% |
$57.5K - $73.2K
|
12.3K
$920K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.01K- 5.26% |
$57.8K - $73.5K
|
18.2K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.02K- 12.14% |
$58.2K - $74.1K
|
7.37K
$552K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.08K- 7.53% |
$61.7K - $78.5K
|
13.3K
$994K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.12K- 7.0% |
$63.8K - $81.2K
|
14.8K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 4.0% |
$66.5K - $84.5K
|
27.9K
$2.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.26K- 3.58% |
$71.7K - $91.2K
|
33.8K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.28K- 12.16% |
$73.1K - $93K
|
9.24K
$692K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.31K- 88.59% |
$74.6K - $94.8K
|
168
$12.6K
|