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

Fsm Wealth Advisors, LLC

$281 Million
Q1 2024

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 87,853 shares of SCZ stock, worth $5.42 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

87,853

Previous 65,882 33.35%

Holding current value

$5.42 Million

Previous $4.08 Million 36.41%

% of portfolio

1.98%

Previous 1.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$50.25 - $57.76 $235,722 - $270,952	4,691 Added 18.41%	30,176 $0
Q3 2022 Oct 24, 2022	BUY	$49.8 - $59.56 $121,661 - $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

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