Acorn Financial Advisory Services Inc Ishares Tr Msci Eafe Small Cap Transaction History

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$52.38 - $61.98 $912,092 - $1.08 Million	-17,413 Reduced 29.59%	41,439 $2.57 Million
Q3 2023 Oct 10, 2023	BUY	$56.15 - $61.67 $306,354 - $336,471	5,456 Added 10.22%	58,852 $3.32 Million
Q2 2023 Jul 20, 2023	BUY	$57.9 - $61.26 $146,487 - $154,987	2,530 Added 4.97%	53,396 $3.15 Million
Q1 2023 Apr 26, 2023	BUY	$56.53 - $62.22 $67,440 - $74,228	1,193 Added 2.4%	50,866 $3.03 Million
Q4 2022 Jan 20, 2023	SELL	$48.03 - $57.76 $1.76 Million - $2.12 Million	-36,678 Reduced 42.48%	49,673 $0
Q3 2022 Oct 12, 2022	BUY	$48.3 - $59.56 $440,254 - $542,889	9,115 Added 11.8%	86,351 $4.21 Million
Q2 2022 Jul 12, 2022	BUY	$54.29 - $67.38 $355,816 - $441,608	6,554 Added 9.27%	77,236 $4.22 Million
Q1 2022 Apr 18, 2022	BUY	$61.01 - $73.65 $563,305 - $680,010	9,233 Added 15.03%	70,682 $4.69 Million
Q4 2021 Jan 31, 2022	BUY	$70.21 - $77.4 $619,462 - $682,900	8,823 Added 16.77%	61,449 $4.49 Million
Q3 2021 Nov 15, 2021	BUY	$72.22 - $79.08 $222,582 - $243,724	3,082 Added 6.22%	52,626 $3.92 Million
Q2 2021 Jul 23, 2021	BUY	$72.9 - $77.14 $1.88 Million - $1.99 Million	25,827 Added 108.9%	49,544 $3.68 Million
Q1 2021 Apr 12, 2021	SELL	$68.09 - $73.16 $846,154 - $909,159	-12,427 Reduced 34.38%	23,717 $1.7 Million
Q4 2020 Jan 25, 2021	BUY	$56.79 - $68.74 $390,658 - $472,862	6,879 Added 23.51%	36,144 $2.47 Million
Q3 2020 Oct 15, 2020	BUY	$53.91 - $60.23 $484,219 - $540,985	8,982 Added 44.28%	29,265 $1.73 Million
Q2 2020 Jul 10, 2020	BUY	$42.06 - $57.2 $132,531 - $180,237	3,151 Added 18.39%	20,283 $1.09 Million
Q1 2020 Apr 15, 2020	BUY	$38.34 - $62.84 $6,824 - $11,185	178 Added 1.05%	17,132 $769,000
Q4 2019 Jan 27, 2020	BUY	$55.92 - $62.67 $948,067 - $1.06 Million	16,954 New	16,954 $1.06 Million

Others Institutions Holding SCZ

# of Institutions

744

Shares Held

95.3M

Call Options Held

13.7K

Put Options Held

6.6K

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