Pinnacle Wealth Planning Services, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 8,851 shares of SCZ stock, worth $627,270. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,851

Previous 9,351 5.35%

Holding current value

$627,270

Previous $568,000 1.06%

% of portfolio

0.09%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$59.28 - $66.1 $29,640 - $33,050	-500 Reduced 5.35%	8,851 $562,000
Q4 2024 Feb 06, 2025	SELL	$60.13 - $67.31 $19,421 - $21,741	-323 Reduced 3.34%	9,351 $568,000
Q2 2024 Aug 09, 2024	SELL	$60.46 - $64.81 $544 - $583	-9 Reduced 0.09%	9,674 $596,000
Q1 2024 May 09, 2024	BUY	$59.15 - $63.58 $8,813 - $9,473	149 Added 1.56%	9,683 $613,000
Q4 2023 Feb 07, 2024	BUY	$52.38 - $61.98 $42,532 - $50,327	812 Added 9.31%	9,534 $590,000
Q3 2023 Nov 07, 2023	SELL	$56.15 - $61.67 $786 - $863	-14 Reduced 0.16%	8,722 $492,000
Q2 2023 Aug 07, 2023	SELL	$57.9 - $61.26 $32,887 - $34,795	-568 Reduced 6.1%	8,736 $515,000
Q1 2023 May 03, 2023	SELL	$56.53 - $62.22 $5,709 - $6,284	-101 Reduced 1.07%	9,304 $553,000
Q4 2022 Feb 13, 2023	SELL	$48.03 - $57.76 $18,731 - $22,526	-390 Reduced 3.98%	9,405 $531,000
Q3 2022 Nov 09, 2022	SELL	$48.3 - $59.56 $4,443 - $5,479	-92 Reduced 0.93%	9,795 $478,000
Q2 2022 Aug 03, 2022	SELL	$54.29 - $67.38 $8,740 - $10,848	-161 Reduced 1.6%	9,887 $540,000
Q1 2021 Apr 29, 2021	SELL	$68.09 - $73.16 $8,511 - $9,145	-125 Reduced 1.23%	10,048 $722,000
Q4 2020 Feb 12, 2021	SELL	$56.79 - $68.74 $35,436 - $42,893	-624 Reduced 5.78%	10,173 $695,000
Q3 2020 Nov 03, 2020	SELL	$53.91 - $60.23 $21,510 - $24,031	-399 Reduced 3.56%	10,797 $637,000
Q2 2020 Jul 27, 2020	SELL	$42.06 - $57.2 $121,889 - $165,765	-2,898 Reduced 20.56%	11,196 $600,000
Q1 2020 May 11, 2020	SELL	$38.34 - $62.84 $44,666 - $73,208	-1,165 Reduced 7.63%	14,094 $631,000
Q4 2019 Feb 07, 2020	SELL	$55.92 - $62.67 $16,831 - $18,863	-301 Reduced 1.93%	15,259 $950,000
Q3 2019 Oct 31, 2019	SELL	$53.71 - $58.5 $6,176 - $6,727	-115 Reduced 0.73%	15,560 $890,000
Q2 2019 Aug 06, 2019	SELL	$55.8 - $59.5 $18,302 - $19,516	-328 Reduced 2.05%	15,675 $900,000
Q1 2019 May 08, 2019	SELL	$51.31 - $58.06 $6,824 - $7,721	-133 Reduced 0.82%	16,003 $919,000
Q4 2018 Mar 01, 2019	BUY	$49.58 - $62.49 $462,184 - $582,531	9,322 Added 136.81%	16,136 $836,000
Q3 2018 Feb 28, 2019	SELL	$60.38 - $63.97 $3,381 - $3,582	-56 Reduced 0.82%	6,814 $424,000
Q2 2018 Feb 28, 2019	SELL	$62.31 - $66.88 $9,658 - $10,366	-155 Reduced 2.21%	6,870 $431,000
Q1 2018 Feb 28, 2019	SELL	$62.72 - $69.19 $433,959 - $478,725	-6,919 Reduced 49.62%	7,025 $458,000
Q4 2017 Feb 12, 2018	BUY	$61.68 - $64.5 $860,065 - $899,388	13,944	13,944 $899,000

Others Institutions Holding SCZ

# of Institutions

770

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Pinnacle Wealth Planning Services, Inc. Ishares Tr Msci Eafe Small Cap Transaction History