Aries Wealth Management Ishares Tr Msci Eafe Small Cap Transaction History

Aries Wealth Management

$359 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$54.29 - $67.38 $4.38 Million - $5.43 Million	-80,654 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$61.01 - $73.65 $4.44 Million - $5.36 Million	72,793 Added 926.0%	80,654 $5.35 Million
Q4 2021 Jan 18, 2022	BUY	$70.21 - $77.4 $551,920 - $608,441	7,861 New	7,861 $575,000
Q3 2020 Oct 14, 2020	SELL	$53.91 - $60.23 $234,023 - $261,458	-4,341 Closed	0 $0
Q2 2020 Jul 09, 2020	SELL	$42.06 - $57.2 $135,643 - $184,470	-3,225 Reduced 42.62%	4,341 $233,000
Q1 2020 Apr 09, 2020	SELL	$38.34 - $62.84 $6,709 - $10,997	-175 Reduced 2.26%	7,566 $329,000
Q4 2019 Jan 13, 2020	SELL	$55.92 - $62.67 $11,184 - $12,534	-200 Reduced 2.52%	7,741 $481,000
Q3 2019 Oct 22, 2019	SELL	$53.71 - $58.5 $16,113 - $17,550	-300 Reduced 3.64%	7,941 $460,000
Q2 2019 Jul 15, 2019	BUY	$55.8 - $59.5 $196,695 - $209,737	3,525 Added 74.75%	8,241 $478,000
Q1 2019 Apr 09, 2019	SELL	$51.31 - $58.06 $9,492 - $10,741	-185 Reduced 3.77%	4,716 $271,000
Q4 2018 Jan 15, 2019	SELL	$49.58 - $62.49 $25,434 - $32,057	-513 Reduced 9.48%	4,901 $254,000
Q3 2018 Nov 14, 2018	BUY	$60.38 - $63.97 $8,151 - $8,635	135 Added 2.56%	5,414 $337,000
Q2 2018 Aug 07, 2018	BUY	$62.31 - $66.88 $27,354 - $29,360	439 Added 9.07%	5,279 $335,000
Q1 2018 Apr 17, 2018	BUY	$62.72 - $69.19 $93,201 - $102,816	1,486 Added 44.31%	4,840 $318,000
Q4 2017 Feb 05, 2018	BUY	$61.68 - $64.5 $206,874 - $216,333	3,354	3,354 $227,000

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

Call Options Held

13.7K

Put Options Held

6.6K

About ISHARES TR MSCI EAFE SMALL CAP

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