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

Sterling Financial Planning, Inc.

$266 Million
Q1 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 20,772 shares of SCZ stock, worth $1.39 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

20,772

Previous 21,126 1.68%

Holding current value

$1.39 Million

Previous $1.28 Million 2.81%

% of portfolio

0.5%

Previous 0.49%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$59.28 - $66.1 $20,985 - $23,399	-354 Reduced 1.68%	20,772 $1.32 Million
Q4 2024 Jan 31, 2025	BUY	$60.13 - $67.31 $4,509 - $5,048	75 Added 0.36%	21,126 $1.28 Million
Q3 2024 Oct 31, 2024	SELL	$60.13 - $68.17 $13,589 - $15,406	-226 Reduced 1.06%	21,051 $1.43 Million
Q2 2024 Jul 30, 2024	SELL	$60.46 - $64.81 $158,042 - $169,413	-2,614 Reduced 10.94%	21,277 $1.31 Million
Q1 2024 May 06, 2024	SELL	$59.15 - $63.58 $12,658 - $13,606	-214 Reduced 0.89%	23,891 $1.51 Million
Q4 2023 Jan 31, 2024	BUY	$52.38 - $61.98 $38,027 - $44,997	726 Added 3.11%	24,105 $1.49 Million
Q3 2023 Nov 03, 2023	BUY	$56.15 - $61.67 $22,684 - $24,914	404 Added 1.76%	23,379 $1.32 Million
Q2 2023 Jul 28, 2023	BUY	$57.9 - $61.26 $28,428 - $30,078	491 Added 2.18%	22,975 $1.36 Million
Q1 2023 May 03, 2023	SELL	$56.53 - $62.22 $12,040 - $13,252	-213 Reduced 0.94%	22,484 $1.34 Million
Q4 2022 Feb 06, 2023	BUY	$48.03 - $57.76 $35,686 - $42,915	743 Added 3.38%	22,697 $1.28 Million
Q3 2022 Nov 01, 2022	BUY	$48.3 - $59.56 $260,916 - $321,743	5,402 Added 32.64%	21,954 $1.07 Million
Q2 2022 Jul 27, 2022	SELL	$54.29 - $67.38 $54,670 - $67,851	-1,007 Reduced 5.73%	16,552 $904,000
Q1 2022 May 10, 2022	BUY	$61.01 - $73.65 $115,186 - $139,051	1,888 Added 12.05%	17,559 $1.17 Million
Q4 2021 Feb 02, 2022	BUY	$70.21 - $77.4 $29,207 - $32,198	416 Added 2.73%	15,671 $1.15 Million
Q3 2021 Oct 28, 2021	BUY	$72.22 - $79.08 $85,219 - $93,314	1,180 Added 8.38%	15,255 $1.14 Million
Q2 2021 Aug 02, 2021	BUY	$72.9 - $77.14 $313,980 - $332,241	4,307 Added 44.09%	14,075 $1.04 Million
Q1 2021 Apr 28, 2021	BUY	$68.09 - $73.16 $665,103 - $714,626	9,768 New	9,768 $702,000

Others Institutions Holding SCZ

# of Institutions

778

Shares Held

96.8M

Call Options Held

10.8K

Put Options Held

4.7K

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About ISHARES TR MSCI EAFE SMALL CAP

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