Altium Wealth Management LLC Ishares Tr Msci Eafe Small Cap Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$70.21 - $77.4 $217,440 - $239,707	-3,097 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$72.22 - $79.08 $39,143 - $42,861	-542 Reduced 14.89%	3,097 $230,000
Q1 2021 May 06, 2021	BUY	$68.09 - $73.16 $247,779 - $266,229	3,639 New	3,639 $261,000
Q2 2019 Jul 18, 2019	SELL	$55.8 - $59.5 $250,597 - $267,214	-4,491 Closed	0 $0
Q4 2018 Jan 18, 2019	SELL	$49.58 - $62.49 $74,370 - $93,735	-1,500 Reduced 25.04%	4,491 $233,000
Q3 2018 Nov 13, 2018	BUY	$60.38 - $63.97 $96,547 - $102,288	1,599 Added 36.41%	5,991 $373,000
Q2 2018 Aug 14, 2018	BUY	$62.31 - $66.88 $2,617 - $2,808	42 Added 0.97%	4,392 $276,000
Q4 2017 Jun 01, 2018	BUY	$61.68 - $64.5 $268,308 - $280,575	4,350	4,350 $281,000

Others Institutions Holding SCZ

# of Institutions

711

Shares Held

103M

Call Options Held

10.5K

Put Options Held

114K

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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