Accretive Wealth Partners, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 8,845 shares of SCZ stock, worth $544,498. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,845
Previous 8,853 0.09%
Holding current value
$544,498
Previous $545,000 9.72%
% of portfolio
0.26%
Previous 0.23%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$60.13 - $68.17 $481 - $545
-8 Reduced 0.09%
8,845 $598,000
Q2 2024

Aug 05, 2024
SELL
$60.46 - $64.81 $181 - $194
-3 Reduced 0.03%
8,853 $545,000
Q1 2024

May 06, 2024
BUY
$59.15 - $63.58 $650 - $699
11 Added 0.12%
8,856 $560,000
Q4 2023

Feb 06, 2024
SELL
$52.38 - $61.98 $4,818 - $5,702
-92 Reduced 1.03%
8,845 $547,000
Q3 2023

Nov 06, 2023
BUY
$56.15 - $61.67 $14,655 - $16,095
261 Added 3.01%
8,937 $504,000
Q2 2023

Aug 07, 2023
BUY
$57.9 - $61.26 $5,211 - $5,513
90 Added 1.05%
8,676 $511,000
Q1 2023

May 04, 2023
SELL
$56.53 - $62.22 $2,883 - $3,173
-51 Reduced 0.59%
8,586 $510,000
Q4 2022

Feb 13, 2023
BUY
$48.03 - $57.76 $414,835 - $498,873
8,637 New
8,637 $487,000
Q2 2022

Aug 12, 2022
SELL
$54.29 - $67.38 $167,050 - $207,328
-3,077 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$61.01 - $73.65 $2,623 - $3,166
43 Added 1.42%
3,077 $204,000
Q4 2021

Feb 14, 2022
BUY
$70.21 - $77.4 $13,059 - $14,396
186 Added 6.53%
3,034 $222,000
Q3 2021

Nov 12, 2021
BUY
$72.22 - $79.08 $722 - $790
10 Added 0.35%
2,848 $212,000
Q2 2021

Aug 13, 2021
BUY
$72.9 - $77.14 $206,890 - $218,923
2,838 New
2,838 $210,000

Others Institutions Holding SCZ

# of Institutions
747
Shares Held
95.7M
Call Options Held
13.7K
Put Options Held
6.6K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
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