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

Great Point Wealth Advisors, LLC

$421 Million
Q1 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 21,592 shares of SCZ stock, worth $1.35 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

21,592

Previous 24,047 10.21%

Holding current value

$1.35 Million

Previous $1.49 Million 8.13%

% of portfolio

0.32%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$59.15 - $63.58 $145,213 - $156,088	-2,455 Reduced 10.21%	21,592 $1.37 Million
Q4 2023 Jan 22, 2024	SELL	$52.38 - $61.98 $4,347 - $5,144	-83 Reduced 0.34%	24,047 $1.49 Million
Q1 2023 May 12, 2023	SELL	$56.53 - $62.22 $212,948 - $234,382	-3,767 Reduced 13.5%	24,130 $1.44 Million
Q4 2022 Feb 07, 2023	BUY	$50.25 - $57.76 $656,114 - $754,172	13,057 Added 87.99%	27,897 $1.58 Million
Q3 2022 Nov 09, 2022	SELL	$49.8 - $59.56 $679,670 - $812,874	-13,648 Reduced 47.91%	14,840 $724,000

Q2 2022 Aug 25, 2022	BUY	$54.29 - $67.38 $1.55 Million - $1.92 Million	28,488 New	28,488 $1.56 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
Sector ETFs
Industry ETFs

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