Icon Wealth Partners, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,362 shares of SCZ stock, worth $202,157. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,362

Previous 3,362 -0.0%

Holding current value

$202,157

Previous $198,000 4.55%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$56.53 - $62.22 $190,053 - $209,183	3,362 New	3,362 $200,000
Q2 2022 Jul 19, 2022	SELL	$54.29 - $67.38 $182,522 - $226,531	-3,362 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$56.79 - $68.74 $190,927 - $231,103	3,362 New	3,362 $230,000
Q1 2020 Apr 17, 2020	SELL	$38.34 - $62.84 $128,899 - $211,268	-3,362 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$55.92 - $62.67 $188,003 - $210,696	3,362 New	3,362 $209,000
Q2 2019 Aug 13, 2019	SELL	$55.8 - $59.5 $187,599 - $200,039	-3,362 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$49.58 - $62.49 $2,181 - $2,749	44 Added 1.33%	3,362 $174,000
Q2 2018 Aug 13, 2018	BUY	$62.31 - $66.88 $2,492 - $2,675	40 Added 1.22%	3,318 $208,000
Q4 2017 Feb 13, 2018	BUY	$61.68 - $64.5 $202,187 - $211,431	3,278	3,278 $211,000

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

Call Options Held

13.7K

Put Options Held

6.6K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Icon Wealth Partners, LLC Ishares Tr Msci Eafe Small Cap Transaction History