Aletheian Wealth Advisors LLC Ishares Tr Msci Eafe Small Cap Transaction History

Aletheian Wealth Advisors LLC

  • $162 Million
  • Q4 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 14,464 shares of SCZ stock, worth $909,785. This represents 0.54% of its overall portfolio holdings.

Number of Shares
14,464
Previous 14,723 1.76%
Holding current value
$909,785
Previous $996,000 11.85%
% of portfolio
0.54%
Previous 0.61%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$60.13 - $67.31 $15,573 - $17,433
-259 Reduced 1.76%
14,464 $878,000
Q3 2024

Oct 25, 2024
SELL
$60.13 - $68.17 $227,171 - $257,546
-3,778 Reduced 20.42%
14,723 $996,000
Q2 2024

Jul 26, 2024
BUY
$60.46 - $64.81 $60 - $64
1 Added 0.01%
18,501 $1.14 Million
Q1 2024

Apr 15, 2024
SELL
$59.15 - $63.58 $1,419 - $1,525
-24 Reduced 0.13%
18,500 $1.17 Million
Q4 2023

Jan 05, 2024
BUY
$52.38 - $61.98 $432,501 - $511,768
8,257 Added 80.42%
18,524 $1.15 Million
Q3 2023

Oct 04, 2023
SELL
$56.15 - $61.67 $5,558 - $6,105
-99 Reduced 0.96%
10,267 $579,000
Q2 2023

Jul 13, 2023
BUY
$57.9 - $61.26 $95,998 - $101,569
1,658 Added 19.04%
10,366 $611,000
Q1 2023

May 11, 2023
SELL
$56.53 - $62.22 $119,900 - $131,968
-2,121 Reduced 19.59%
8,708 $518,000
Q4 2022

Jan 17, 2023
BUY
$48.03 - $57.76 $207,393 - $249,407
4,318 Added 66.32%
10,829 $0
Q3 2022

Oct 14, 2022
BUY
$48.3 - $59.56 $131,376 - $162,003
2,720 Added 71.75%
6,511 $318,000
Q2 2022

Jul 11, 2022
SELL
$54.29 - $67.38 $556,689 - $690,914
-10,254 Reduced 73.01%
3,791 $207,000
Q1 2022

Apr 18, 2022
BUY
$61.01 - $73.65 $856,885 - $1.03 Million
14,045 New
14,045 $932,000

Others Institutions Holding SCZ

# of Institutions
777
Shares Held
96.8M
Call Options Held
10.8K
Put Options Held
4.7K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email