Clearstead Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Clearstead Advisors, LLC holds 16,377 shares of SCZ stock, worth $984,749. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,377
Previous 16,377 -0.0%
Holding current value
$984,749
Previous $1.01 Million 9.81%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$60.46 - $64.81 $64,631 - $69,281
-1,069 Reduced 6.13%
16,377 $1.01 Million
Q1 2024

May 14, 2024
BUY
$59.15 - $63.58 $591 - $635
10 Added 0.06%
17,446 $1.1 Million
Q4 2023

Feb 12, 2024
SELL
$52.38 - $61.98 $116,493 - $137,843
-2,224 Reduced 11.31%
17,436 $1.08 Million
Q3 2023

Nov 13, 2023
SELL
$56.15 - $61.67 $7,524 - $8,263
-134 Reduced 0.68%
19,660 $1.11 Million
Q3 2023

Nov 07, 2023
BUY
$56.15 - $61.67 $195,907 - $215,166
3,489 Added 21.4%
19,794 $1.12 Million
Q2 2023

Aug 07, 2023
BUY
$57.9 - $61.26 $10,422 - $11,026
180 Added 1.12%
16,305 $961,000
Q1 2023

May 09, 2023
SELL
$56.53 - $62.22 $1.3 Million - $1.43 Million
-23,015 Reduced 58.8%
16,125 $959,000
Q4 2022

Feb 14, 2023
BUY
$48.03 - $57.76 $712,765 - $857,158
14,840 Added 61.07%
39,140 $2.21 Million
Q3 2022

Nov 14, 2022
BUY
$48.3 - $59.56 $257,294 - $317,276
5,327 Added 28.08%
24,300 $1.19 Million
Q2 2022

Aug 12, 2022
BUY
$54.29 - $67.38 $405,383 - $503,126
7,467 Added 64.9%
18,973 $1.04 Million
Q1 2022

May 04, 2022
SELL
$61.01 - $73.65 $682,823 - $824,290
-11,192 Reduced 49.31%
11,506 $763,000
Q4 2021

Feb 14, 2022
BUY
$70.21 - $77.4 $989,750 - $1.09 Million
14,097 Added 163.9%
22,698 $1.66 Million
Q2 2021

Aug 12, 2021
BUY
$72.9 - $77.14 $729 - $771
10 Added 0.12%
8,601 $638,000
Q1 2021

May 14, 2021
BUY
$68.09 - $73.16 $68 - $73
1 Added 0.01%
8,591 $617,000
Q4 2020

Feb 11, 2021
BUY
$56.79 - $68.74 $125,903 - $152,396
2,217 Added 34.79%
8,590 $587,000
Q2 2020

Aug 11, 2020
SELL
$42.06 - $57.2 $31,502 - $42,842
-749 Reduced 10.52%
6,373 $342,000
Q1 2020

May 14, 2020
BUY
$38.34 - $62.84 $273,057 - $447,546
7,122 New
7,122 $319,000
Q1 2019

May 14, 2019
SELL
$51.31 - $58.06 $241,977 - $273,810
-4,716 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
$49.58 - $62.49 $233,819 - $294,702
4,716 New
4,716 $244,000

Others Institutions Holding SCZ

# of Institutions
747
Shares Held
95.7M
Call Options Held
13.7K
Put Options Held
6.6K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email