Institutional & Family Asset Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$61.01 - $73.65 $20,560 - $24,820	-337 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$72.22 - $79.08 $1,227 - $1,344	17 Added 5.31%	337 $25,000
Q2 2021 Aug 10, 2021	BUY	$72.9 - $77.14 $4,446 - $4,705	61 Added 23.55%	320 $24,000
Q2 2020 Aug 14, 2020	BUY	$42.06 - $57.2 $10,893 - $14,814	259 New	259 $14,000

Others Institutions Holding SCZ

# of Institutions

710

Shares Held

103M

Call Options Held

10.5K

Put Options Held

114K

Jones Financial Companies Lllp

12.7M
Shares

$856 Million
0.9% of portfolio
Natixis Advisors, L.P. Boston, MA

8.12M
Shares

$549 Million
1.09% of portfolio
Tiaa Trust, National Association Charlotte, NC

7.86M
Shares

$532 Million
1.5% of portfolio
Creative Planning Overland Park, KS

4.97M
Shares

$336 Million
0.33% of portfolio
Matson Money. Inc.

4.27M
Shares

$289 Million
8.75% of portfolio

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

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