Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
55.2KNew |
$4.15M - $4.3M
|
55.2K
$4.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
31.9KNew |
$2.4M - $2.49M
|
31.9K
$2.44M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
30.2K+ 76.04% |
$2.27M - $2.35M
|
69.9K
$5.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.3KNew |
$925K - $959K
|
12.3K
$939K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.76K+ 2.48% |
$734K - $761K
|
404K
$30.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.41K+ 4.5% |
$708K - $734K
|
218K
$16.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.21K+ 6.77% |
$542K - $562K
|
114K
$8.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
6.27K+ 6.64% |
$471K - $489K
|
101K
$7.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.92K+ 71.89% |
$370K - $383K
|
11.8K
$898K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 22.27% |
$340K - $353K
|
24.8K
$1.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.07KNew |
$306K - $317K
|
4.07K
$310K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.06K+ 3.61% |
$305K - $317K
|
116K
$8.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3.78K+ 11.36% |
$284K - $295K
|
37.1K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.73K+ 8.56% |
$281K - $291K
|
47.3K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.21K+ 23.82% |
$241K - $250K
|
16.7K
$1.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.96KNew |
$222K - $230K
|
2.96K
$226K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.63KNew |
$198K - $205K
|
2.63K
$201K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.61K+ 6.38% |
$196K - $204K
|
43.6K
$3.33M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.5K+ 6.91% |
$188K - $195K
|
38.7K
$2.95M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
2.2KNew |
$165K - $172K
|
2.2K
$168K
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.12K+ 34.87% |
$160K - $165K
|
8.21K
$627K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.92K+ 6.93% |
$144K - $150K
|
29.6K
$2.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 5.22% |
$128K - $132K
|
34.2K
$2.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.52K+ 4.94% |
$114K - $119K
|
32.3K
$2.46M
|
|
|
Jan 22, 2026
Q4 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.51K+ 4.12% |
$113K - $117K
|
38.1K
$2.91M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.34K+ 5.22% |
$101K - $105K
|
27.1K
$2.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.26K+ 33.64% |
$94.4K - $97.9K
|
4.99K
$381K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.24K+ 3.31% |
$93.1K - $96.5K
|
38.7K
$2.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
925+ 7.93% |
$69.6K - $72.1K
|
12.6K
$961K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
833+ 5.39% |
$62.6K - $65K
|
16.3K
$1.24M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
672+ 36.3% |
$50.5K - $52.4K
|
2.52K
$193K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
609+ 5.97% |
$45.8K - $47.5K
|
10.8K
$825K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
587+ 3.59% |
$44.1K - $45.8K
|
17K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
535+ 3.83% |
$40.2K - $41.7K
|
14.5K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
523+ 4.25% |
$39.3K - $40.8K
|
12.8K
$979K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
482+ 4.91% |
$36.2K - $37.6K
|
10.3K
$787K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
427New |
$32.1K - $33.3K
|
427
$32.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
400+ 8.9% |
$30.1K - $31.2K
|
4.89K
$374K
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
393New |
$29.5K - $30.6K
|
393
$30K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
371+ 1.01% |
$27.9K - $28.9K
|
37.1K
$2.83M
|
|
|
Jan 21, 2026
Q4 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
320+ 3.77% |
$24.1K - $25K
|
8.8K
$672K
|
|
|
Jan 20, 2026
Q4 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
300New |
$22.6K - $23.4K
|
300
$22.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
221+ 1.4% |
$16.6K - $17.2K
|
16K
$1.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
200+ 16.03% |
$15K - $15.6K
|
1.45K
$111K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
200New |
$15K - $15.6K
|
200
$15.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
197+ 3.22% |
$14.8K - $15.4K
|
6.31K
$482K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
183+ 1.17% |
$13.8K - $14.3K
|
15.8K
$1.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
180+ 0.48% |
$13.5K - $14K
|
37.7K
$2.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
155+ 3.86% |
$11.7K - $12.1K
|
4.17K
$319K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
120New |
$9.02K - $9.36K
|
120
$9.16K
|
|