Forum Financial Management, LP Ishares Tr Msci Eafe Small Cap Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Forum Financial Management, LP holds 10,003 shares of SCZ stock, worth $763,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,003
Previous 10,003 -0.0%
Holding current value
$763,729
Previous $727,000 5.5%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$59.28 - $66.1 $422,429 - $471,028
-7,126 Reduced 41.6%
10,003 $635,000
Q2 2023

Jul 26, 2023
BUY
$57.9 - $61.26 $573,036 - $606,290
9,897 Added 136.85%
17,129 $1.01 Million
Q1 2023

Apr 19, 2023
SELL
$56.53 - $62.22 $11,475 - $12,630
-203 Reduced 2.73%
7,232 $430,000
Q3 2022

Nov 07, 2022
BUY
$48.3 - $59.56 $12,509 - $15,426
259 Added 3.61%
7,435 $363,000
Q1 2022

May 16, 2022
SELL
$61.01 - $73.65 $29,223 - $35,278
-479 Reduced 6.26%
7,176 $476,000
Q4 2021

Feb 18, 2022
BUY
$70.21 - $77.4 $537,457 - $592,497
7,655 New
7,655 $560,000

Others Institutions Holding SCZ

# of Institutions
815
Shares Held
105M
Call Options Held
6.3K
Put Options Held
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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