Partnership Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Partnership Wealth Management, LLC

$120 Billion
Q4 2024

A detailed history of Partnership Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 38,757 shares of SCZ stock, worth $2.45 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

38,757

Previous 30,781 25.91%

Holding current value

$2.45 Million

Previous $2.08 Billion 12.99%

% of portfolio

1.96%

Previous 1.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$60.13 - $67.31 $479,596 - $536,864	7,976 Added 25.91%	38,757 $2.35 Billion
Q3 2024 Oct 08, 2024	BUY	$60.13 - $68.17 $1.47 Million - $1.66 Million	24,368 Added 379.98%	30,781 $2.08 Billion
Q2 2024 Jul 03, 2024	SELL	$60.46 - $64.81 $39,843 - $42,709	-659 Reduced 9.32%	6,413 $395 Million
Q1 2024 Apr 10, 2024	BUY	$59.15 - $63.58 $6,979 - $7,502	118 Added 1.7%	7,072 $448 Million
Q4 2023 Feb 07, 2024	BUY	$52.38 - $61.98 $364,250 - $431,008	6,954 New	6,954 $419 Million

Others Institutions Holding SCZ

# of Institutions

777

Shares Held

96.8M

Call Options Held

10.8K

Put Options Held

4.7K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Industry ETFs

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Partnership Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History