Ep Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,551 shares of SCZ stock, worth $454,041. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,551
Previous 4,843 55.92%
Holding current value
$454,041
Previous $298,000 71.48%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$60.13 - $68.17 $162,832 - $184,604
2,708 Added 55.92%
7,551 $511,000
Q2 2024

Aug 19, 2024
SELL
$60.46 - $64.81 $25,876 - $27,738
-428 Reduced 8.12%
4,843 $298,000
Q1 2024

May 14, 2024
SELL
$59.15 - $63.58 $10,055 - $10,808
-170 Reduced 3.12%
5,271 $333,000
Q4 2023

Feb 28, 2024
SELL
$52.38 - $61.98 $184,744 - $218,603
-3,527 Reduced 39.33%
5,441 $336,000
Q3 2023

Nov 22, 2023
SELL
$56.15 - $61.67 $13.9 Million - $15.3 Million
-248,226 Reduced 96.51%
8,968 $506,000
Q2 2023

Aug 14, 2023
BUY
$57.9 - $61.26 $14.3 Million - $15.1 Million
247,084 Added 2443.96%
257,194 $15.2 Million
Q1 2023

Jun 05, 2023
BUY
$56.53 - $62.22 $571,518 - $629,044
10,110 New
10,110 $601,000
Q2 2022

Aug 11, 2022
SELL
$54.29 - $67.38 $116,017 - $143,991
-2,137 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$61.01 - $73.65 $130,378 - $157,390
2,137 New
2,137 $142,000
Q2 2020

Aug 14, 2020
SELL
$42.06 - $57.2 $277,764 - $377,748
-6,604 Closed
0 $0
Q1 2020

May 18, 2020
BUY
$38.34 - $62.84 $7,322 - $12,002
191 Added 2.98%
6,604 $296,000
Q4 2019

Feb 14, 2020
BUY
$55.92 - $62.67 $57,765 - $64,738
1,033 Added 19.2%
6,413 $399,000
Q3 2019

Nov 18, 2019
BUY
$53.71 - $58.5 $288,959 - $314,730
5,380 New
5,380 $308,000
Q1 2019

May 20, 2019
SELL
$51.31 - $58.06 $695,199 - $786,654
-13,549 Closed
0 $0
Q4 2018

Feb 19, 2019
SELL
$49.58 - $62.49 $3.21 Million - $4.04 Million
-64,721 Reduced 82.69%
13,549 $702,000
Q3 2018

Nov 15, 2018
SELL
$60.38 - $63.97 $193,819 - $205,343
-3,210 Reduced 3.94%
78,270 $4.88 Million
Q2 2018

Aug 14, 2018
BUY
$62.31 - $66.88 $3,177 - $3,410
51 Added 0.06%
81,480 $5.11 Million
Q1 2018

May 15, 2018
BUY
$62.72 - $69.19 $5.11 Million - $5.63 Million
81,429 New
81,429 $5.31 Million

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
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