Calton & Associates, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Calton & Associates, Inc.

$204 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$62.72 - $69.19 $36,816 - $40,614	-587 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$61.68 - $64.5 $36,206 - $37,861	587	587 $39,000

Others Institutions Holding SCZ

# of Institutions

720

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

Jones Financial Companies Lllp

15.5M
Shares

$968 Million
1.34% of portfolio
Natixis Advisors, L.P. Boston, MA

7.21M
Shares

$451 Million
1.05% of portfolio
State Of New Jersey Common Pension Fund D

5.27M
Shares

$329 Million
1.02% of portfolio
Creative Planning Overland Park, KS

5.07M
Shares

$317 Million
0.36% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.99M
Shares

$312 Million
0.97% of portfolio

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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