Financial Partners Group, Inc Ishares Tr Msci Eafe Small Cap Transaction History

Financial Partners Group, Inc

$621 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$53.71 - $58.5 $2.99 Million - $3.25 Million	-55,626 Closed	0 $0
Q2 2019 Aug 15, 2019	SELL	$55.8 - $59.5 $172,701 - $184,152	-3,095 Reduced 5.27%	55,626 $3.19 Million
Q1 2019 May 07, 2019	BUY	$51.31 - $58.06 $417,612 - $472,550	8,139 Added 16.09%	58,721 $3.37 Million
Q4 2018 Feb 14, 2019	BUY	$49.58 - $62.49 $220,928 - $278,455	4,456 Added 9.66%	50,582 $2.62 Million
Q3 2018 Nov 02, 2018	SELL	$60.38 - $63.97 $369,102 - $391,048	-6,113 Reduced 11.7%	46,126 $2.87 Million

Q2 2018 Aug 03, 2018	BUY	$62.31 - $66.88 $76,329 - $81,928	1,225 Added 2.4%	52,239 $3.28 Million
Q1 2018 May 11, 2018	SELL	$62.72 - $69.19 $2.23 Million - $2.46 Million	-35,571 Reduced 41.08%	51,014 $3.33 Million
Q4 2017 Feb 14, 2018	BUY	$61.68 - $64.5 $5.34 Million - $5.58 Million	86,585	86,585 $5.59 Million

Others Institutions Holding SCZ

# of Institutions

719

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

Jones Financial Companies Lllp

15.5M
Shares

$974 Million
1.34% of portfolio
Natixis Advisors, L.P. Boston, MA

7.21M
Shares

$454 Million
1.05% of portfolio
State Of New Jersey Common Pension Fund D

5.27M
Shares

$331 Million
1.02% of portfolio
Creative Planning Overland Park, KS

5.07M
Shares

$319 Million
0.36% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.99M
Shares

$314 Million
0.97% of portfolio

About ISHARES TR MSCI EAFE SMALL CAP

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