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

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 157,879 shares of SCZ stock, worth $10.5 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
157,879
Previous 125,616 25.68%
Holding current value
$10.5 Million
Previous $7.63 Million 31.44%
% of portfolio
2.26%
Previous 1.88%

Shares

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

Apr 28, 2025
BUY
$59.28 - $66.1 $1.91 Million - $2.13 Million
32,263 Added 25.68%
157,879 $10 Million
Q4 2024

Jan 24, 2025
BUY
$60.13 - $67.31 $1.19 Million - $1.33 Million
19,780 Added 18.69%
125,616 $7.63 Million
Q3 2024

Oct 30, 2024
BUY
$60.13 - $68.17 $548,746 - $622,119
9,126 Added 9.44%
105,836 $7.17 Million
Q2 2024

Jul 12, 2024
BUY
$60.46 - $64.81 $535,494 - $574,022
8,857 Added 10.08%
96,710 $5.96 Million
Q1 2024

May 14, 2024
BUY
$59.15 - $63.58 $1.3 Million - $1.4 Million
21,971 Added 33.35%
87,853 $5.56 Million
Q4 2023

May 14, 2024
BUY
$52.38 - $61.98 $791,409 - $936,455
15,109 Added 29.76%
65,882 $4.08 Million
Q3 2023

Nov 14, 2023
BUY
$56.15 - $61.67 $476,545 - $523,393
8,487 Added 20.07%
50,773 $2.87 Million
Q2 2023

Jul 12, 2023
BUY
$57.9 - $61.26 $512,009 - $541,722
8,843 Added 26.44%
42,286 $2.49 Million
Q1 2023

Apr 24, 2023
BUY
$56.53 - $62.22 $184,683 - $203,272
3,267 Added 10.83%
33,443 $1.99 Million
Q4 2022

Jan 19, 2023
BUY
$48.03 - $57.76 $225,308 - $270,952
4,691 Added 18.41%
30,176 $0
Q3 2022

Oct 24, 2022
BUY
$48.3 - $59.56 $117,996 - $145,505
2,443 Added 10.6%
25,485 $1.24 Million
Q2 2022

Aug 12, 2022
BUY
$54.29 - $67.38 $1.25 Million - $1.55 Million
23,042 New
23,042 $1.33 Million

Others Institutions Holding SCZ

# of Institutions
776
Shares Held
96.5M
Call Options Held
10.8K
Put Options Held
4.7K
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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