Latest Institutional Purchases of Ishares Tr Msci Eafe Small Cap (SCZ)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Eafe Small Cap (SCZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
220New |
$15.8K - $17K
|
220
$16.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
207+ 828.0% |
$14.9K - $16K
|
232
$17.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
206+ 9.9% |
$14.8K - $15.9K
|
2.29K
$175K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
197+ 1.92% |
$14.2K - $15.2K
|
10.4K
$796K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
169+ 1.07% |
$12.2K - $13.1K
|
16K
$1.22M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
168+ 3.31% |
$12.1K - $13K
|
5.25K
$401K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
159+ 3.6% |
$11.5K - $12.3K
|
4.58K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
144+ 0.61% |
$10.4K - $11.1K
|
23.6K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
132+ 2.59% |
$9.51K - $10.2K
|
5.23K
$399K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
131+ 0.52% |
$9.44K - $10.1K
|
25.3K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
130+ 4.1% |
$9.37K - $10.1K
|
3.3K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
127+ 2.34% |
$9.15K - $9.82K
|
5.55K
$423K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
120+ 3.42% |
$8.64K - $9.28K
|
3.62K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
120New |
$8.64K - $9.28K
|
120
$9.16K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
118New |
$8.5K - $9.13K
|
118
$9.01K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
118+ 0.28% |
$8.5K - $9.13K
|
43K
$3.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
117New |
$8.43K - $9.05K
|
117
$8.93K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
108+ 43.03% |
$7.78K - $8.35K
|
359
$27.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
97New |
$6.99K - $7.5K
|
97
$7.41K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
95New |
$6.84K - $7.35K
|
95
$7.25K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
95+ 1.22% |
$6.84K - $7.35K
|
7.9K
$603K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
92+ 1.67% |
$6.63K - $7.12K
|
5.6K
$428K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
92New |
$6.63K - $7.12K
|
92
$7.02K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
79New |
$5.69K - $6.11K
|
79
$6.03K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
76+ 20.77% |
$5.48K - $5.88K
|
442
$33.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
72New |
$5.19K - $5.57K
|
72
$5.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
64New |
$4.61K - $4.95K
|
64
$4.89K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
62+ 0.77% |
$4.47K - $4.8K
|
8.09K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
59+ 2.08% |
$4.25K - $4.56K
|
2.9K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
52+ 1.09% |
$3.75K - $4.02K
|
4.8K
$367K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
50+ 1.19% |
$3.6K - $3.87K
|
4.24K
$324K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
48+ 0.28% |
$3.46K - $3.71K
|
17K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
46New |
$3.31K - $3.56K
|
46
$3.51K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 0.42% |
$3.1K - $3.33K
|
10.4K
$792K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
40+ 0.53% |
$2.88K - $3.09K
|
7.54K
$576K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
40+ 1.3% |
$2.88K - $3.09K
|
3.12K
$238K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
37+ 112.12% |
$2.67K - $2.86K
|
70
$5.34K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
36New |
$2.59K - $2.78K
|
36
$2.75K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
36New |
$2.59K - $2.78K
|
36
$2.75K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
33New |
$2.38K - $2.55K
|
33
$2.52K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
32+ 0.03% |
$2.31K - $2.48K
|
95.4K
$7.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
27+ 0.54% |
$1.95K - $2.09K
|
5.06K
$386K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
26+ 325.0% |
$1.87K - $2.01K
|
34
$2.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 40.32% |
$1.8K - $1.93K
|
87
$6.64K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16+ 0.16% |
$1.15K - $1.24K
|
10.2K
$776K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.16% |
$1.01K - $1.08K
|
8.5K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12+ 0.24% |
$864 - $928
|
4.99K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10+ 0.08% |
$720 - $774
|
13.2K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 34.48% |
$720 - $774
|
39
$2.98K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
9New |
$648 - $696
|
9
$687
|
|