Foundation Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Foundation Wealth Management, LLC

$123 Billion
Q1 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 35,800 shares of SCZ stock, worth $2.25 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

35,800

Previous 38,668 7.42%

Holding current value

$2.25 Million

Previous $2.39 Billion 5.28%

% of portfolio

1.85%

Previous 2.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$59.15 - $63.58 $169,642 - $182,347	-2,868 Reduced 7.42%	35,800 $2.27 Billion
Q4 2023 Jan 24, 2024	SELL	$52.38 - $61.98 $233,457 - $276,244	-4,457 Reduced 10.34%	38,668 $2.39 Billion
Q3 2023 Oct 31, 2023	SELL	$56.15 - $61.67 $326,624 - $358,734	-5,817 Reduced 11.89%	43,125 $2.44 Billion
Q2 2023 Jul 28, 2023	SELL	$57.9 - $61.26 $373,570 - $395,249	-6,452 Reduced 11.65%	48,942 $2.89 Billion
Q1 2023 Apr 18, 2023	SELL	$56.53 - $62.22 $1.03 Million - $1.13 Million	-18,164 Reduced 24.69%	55,394 $3.3 Billion

Q4 2022 Feb 21, 2023	BUY	$50.25 - $57.76 $3.7 Million - $4.25 Million	73,558 New	73,558 $4.15 Billion

Others Institutions Holding SCZ

# of Institutions

719

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Foundation Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History