Certified Advisory Corp Ishares Tr Msci Eafe Small Cap Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$56.53 - $62.22 $133,128 - $146,528	-2,355 Reduced 12.96%	15,823 $941,000
Q4 2022 Feb 14, 2023	SELL	$48.03 - $57.76 $477,514 - $574,249	-9,942 Reduced 35.36%	18,178 $1.03 Million
Q3 2022 Nov 14, 2022	SELL	$48.3 - $59.56 $222,856 - $274,809	-4,614 Reduced 14.1%	28,120 $1.37 Million
Q2 2022 Aug 15, 2022	SELL	$54.29 - $67.38 $650,665 - $807,549	-11,985 Reduced 26.8%	32,734 $1.79 Million
Q1 2022 May 13, 2022	SELL	$61.01 - $73.65 $1.26 Million - $1.52 Million	-20,678 Reduced 31.62%	44,719 $2.97 Million
Q4 2021 Feb 14, 2022	BUY	$70.21 - $77.4 $759,812 - $837,622	10,822 Added 19.83%	65,397 $4.78 Million
Q3 2021 Nov 15, 2021	BUY	$72.22 - $79.08 $561,149 - $614,451	7,770 Added 16.6%	54,575 $4.06 Million
Q2 2021 Aug 16, 2021	BUY	$72.9 - $77.14 $629,856 - $666,489	8,640 Added 22.64%	46,805 $3.47 Million
Q1 2021 May 10, 2021	BUY	$68.09 - $73.16 $164,777 - $177,047	2,420 Added 6.77%	38,165 $2.74 Million
Q2 2020 Jul 27, 2020	SELL	$42.06 - $57.2 $497,023 - $675,932	-11,817 Reduced 24.85%	35,745 $1.92 Million
Q1 2020 Apr 27, 2020	BUY	$38.34 - $62.84 $647,677 - $1.06 Million	16,893 Added 55.08%	47,562 $2.13 Million
Q4 2019 Jan 29, 2020	BUY	$55.92 - $62.67 $353,470 - $396,137	6,321 Added 25.96%	30,669 $1.91 Million
Q3 2019 Nov 12, 2019	BUY	$53.71 - $58.5 $237,935 - $259,155	4,430 Added 22.24%	24,348 $1.39 Million
Q2 2019 Aug 07, 2019	BUY	$55.8 - $59.5 $35,600 - $37,961	638 Added 3.31%	19,918 $1.14 Million
Q1 2019 May 07, 2019	BUY	$51.31 - $58.06 $45,152 - $51,092	880 Added 4.78%	19,280 $1.11 Million
Q4 2018 Feb 04, 2019	SELL	$49.58 - $62.49 $75,758 - $95,484	-1,528 Reduced 7.67%	18,400 $954,000
Q3 2018 Nov 13, 2018	SELL	$60.38 - $63.97 $17,268 - $18,295	-286 Reduced 1.41%	19,928 $1.24 Million
Q2 2018 Aug 14, 2018	BUY	$62.31 - $66.88 $60,129 - $64,539	965 Added 5.01%	20,214 $1.27 Million
Q1 2018 Apr 30, 2018	SELL	$62.72 - $69.19 $310,965 - $343,044	-4,958 Reduced 20.48%	19,249 $1.25 Million
Q4 2017 Feb 22, 2018	BUY	$61.68 - $64.5 $1.49 Million - $1.56 Million	24,207	24,207 $1.03 Million

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

Call Options Held

13.7K

Put Options Held

6.6K

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