Prosperity Planning, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Prosperity Planning, Inc.

$289 Million
Q1 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Prosperity Planning, Inc. holds 32,645 shares of SCZ stock, worth $2.05 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

32,645

Previous 31,880 2.4%

Holding current value

$2.05 Million

Previous $1.97 Million 4.76%

% of portfolio

0.72%

Previous 0.74%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$59.15 - $63.58 $45,249 - $48,638	765 Added 2.4%	32,645 $2.07 Million
Q4 2023 Feb 05, 2024	BUY	$52.38 - $61.98 $27,342 - $32,353	522 Added 1.66%	31,880 $1.97 Million
Q3 2023 Oct 24, 2023	SELL	$56.15 - $61.67 $13,644 - $14,985	-243 Reduced 0.77%	31,358 $1.77 Million
Q2 2023 Jul 13, 2023	SELL	$57.9 - $61.26 $20,033 - $21,195	-346 Reduced 1.08%	31,601 $1.86 Million
Q1 2023 Apr 13, 2023	SELL	$56.53 - $62.22 $27,360 - $30,114	-484 Reduced 1.49%	31,947 $1.9 Million

Q3 2022 Oct 12, 2022	BUY	$49.8 - $59.56 $38,445 - $45,980	772 Added 2.44%	32,431 $1.58 Million
Q4 2021 Jan 21, 2022	BUY	$70.21 - $77.4 $95,485 - $105,264	1,360 Added 4.49%	31,659 $2.31 Million
Q3 2021 Oct 08, 2021	SELL	$72.22 - $79.08 $7,655 - $8,382	-106 Reduced 0.35%	30,299 $2.26 Million
Q2 2021 Jul 13, 2021	SELL	$72.9 - $77.14 $43,812 - $46,361	-601 Reduced 1.94%	30,405 $2.26 Million
Q1 2021 Apr 12, 2021	BUY	$68.09 - $73.16 $1,089 - $1,170	16 Added 0.05%	31,006 $2.23 Million
Q4 2020 Feb 01, 2021	BUY	$56.79 - $68.74 $1.76 Million - $2.13 Million	30,990 New	30,990 $2.12 Million

Others Institutions Holding SCZ

# of Institutions

719

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Prosperity Planning, Inc. Ishares Tr Msci Eafe Small Cap Transaction History