Evergreen Wealth Solutions, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 5,570 shares of SCZ stock, worth $345,674. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,570
Previous 5,570 -0.0%
Holding current value
$345,674
Previous $343,000 9.91%
% of portfolio
0.26%
Previous 0.24%

Shares

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

Aug 14, 2024
SELL
$60.46 - $64.81 $3,023 - $3,240
-50 Reduced 0.89%
5,570 $343,000
Q4 2023

Feb 07, 2024
BUY
$52.38 - $61.98 $294,375 - $348,327
5,620 New
5,620 $347,000
Q3 2022

Nov 14, 2022
SELL
$48.3 - $59.56 $172,720 - $212,986
-3,576 Reduced 27.45%
9,450 $461,000
Q2 2022

Aug 15, 2022
BUY
$54.29 - $67.38 $259,831 - $322,480
4,786 Added 58.08%
13,026 $711,000
Q1 2022

Apr 22, 2022
SELL
$61.01 - $73.65 $518,585 - $626,025
-8,500 Reduced 50.78%
8,240 $547,000
Q4 2021

Jan 19, 2022
BUY
$70.21 - $77.4 $1.18 Million - $1.3 Million
16,740 New
16,740 $1.22 Million

Others Institutions Holding SCZ

# of Institutions
744
Shares Held
95.3M
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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