Stone Point Wealth LLC Ishares Tr Msci Eafe Small Cap Transaction History

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Stone Point Wealth LLC holds 4,005 shares of SCZ stock, worth $282,873. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,005
Previous 4,110 2.55%
Holding current value
$282,873
Previous $249,000 2.01%
% of portfolio
0.09%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$59.28 - $66.1 $6,224 - $6,940
-105 Reduced 2.55%
4,005 $254,000
Q4 2024

Jan 28, 2025
SELL
$60.13 - $67.31 $3,126 - $3,500
-52 Reduced 1.25%
4,110 $249,000
Q3 2024

Oct 31, 2024
SELL
$60.13 - $68.17 $3,728 - $4,226
-62 Reduced 1.47%
4,162 $281,000
Q3 2023

Oct 25, 2023
SELL
$56.15 - $61.67 $2,751 - $3,021
-49 Reduced 1.15%
4,224 $238,000
Q2 2023

Jul 25, 2023
BUY
$57.9 - $61.26 $2,431 - $2,572
42 Added 0.99%
4,273 $252,000
Q1 2023

Apr 20, 2023
SELL
$56.53 - $62.22 $168,798 - $185,788
-2,986 Reduced 41.37%
4,231 $251,000
Q4 2022

Jan 20, 2023
SELL
$48.03 - $57.76 $66,281 - $79,708
-1,380 Reduced 16.05%
7,217 $0
Q3 2022

Nov 03, 2022
SELL
$48.3 - $59.56 $51,439 - $63,431
-1,065 Reduced 11.02%
8,597 $419,000
Q2 2022

Jul 19, 2022
SELL
$54.29 - $67.38 $134,856 - $167,371
-2,484 Reduced 20.45%
9,662 $527,000
Q1 2022

Apr 29, 2022
BUY
$61.01 - $73.65 $43,927 - $53,028
720 Added 6.3%
12,146 $808,000
Q4 2021

Feb 10, 2022
BUY
$70.21 - $77.4 $802,219 - $884,372
11,426 New
11,426 $832,000

Others Institutions Holding SCZ

# of Institutions
769
Shares Held
103M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
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