Marshall Financial Group LLC Ishares Tr Msci Eafe Small Cap Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	SELL	$52.38 - $61.98 $13,147 - $15,556	-251 Reduced 2.87%	8,492 $525,000
Q3 2023 Oct 19, 2023	SELL	$56.15 - $61.67 $14,935 - $16,404	-266 Reduced 2.95%	8,743 $493,000
Q2 2023 Jul 17, 2023	BUY	$57.9 - $61.26 $6,426 - $6,799	111 Added 1.25%	9,009 $531,000
Q1 2023 Apr 18, 2023	SELL	$56.53 - $62.22 $13,001 - $14,310	-230 Reduced 2.52%	8,898 $529,000
Q4 2022 Feb 01, 2023	BUY	$48.03 - $57.76 $130,593 - $157,049	2,719 Added 42.42%	9,128 $515,000
Q3 2022 Oct 12, 2022	SELL	$48.3 - $59.56 $27,289 - $33,651	-565 Reduced 8.1%	6,409 $313,000
Q2 2022 Jul 25, 2022	SELL	$54.29 - $67.38 $125,681 - $155,984	-2,315 Reduced 24.92%	6,974 $381,000
Q1 2022 May 10, 2022	BUY	$61.01 - $73.65 $18,852 - $22,757	309 Added 3.44%	9,289 $616,000
Q4 2021 Jan 27, 2022	BUY	$70.21 - $77.4 $237,380 - $261,689	3,381 Added 60.39%	8,980 $656,000
Q3 2021 Oct 28, 2021	BUY	$72.22 - $79.08 $15,527 - $17,002	215 Added 3.99%	5,599 $417,000
Q2 2021 Jul 14, 2021	BUY	$72.9 - $77.14 $23,328 - $24,684	320 Added 6.32%	5,384 $399,000
Q1 2021 Apr 20, 2021	BUY	$68.09 - $73.16 $1,157 - $1,243	17 Added 0.34%	5,064 $364,000
Q4 2020 Jan 29, 2021	BUY	$56.79 - $68.74 $286,619 - $346,930	5,047 New	5,047 $345,000

Others Institutions Holding SCZ

# of Institutions

744

Shares Held

95.3M

Call Options Held

13.7K

Put Options Held

6.6K

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