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

Aletheian Wealth Advisors LLC

$170 Million
Q1 2025

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 14,404 shares of SCZ stock, worth $949,511. This represents 0.54% of its overall portfolio holdings.

Number of Shares

14,404

Previous 14,464 0.41%

Holding current value

$949,511

Previous $878,000 5.47%

% of portfolio

0.54%

Previous 0.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$59.28 - $66.1 $3,556 - $3,965	-60 Reduced 0.41%	14,404 $926,000
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

780

Shares Held

96.1M

Call Options Held

10.8K

Put Options Held

4.7K

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About ISHARES TR MSCI EAFE SMALL CAP

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