Tobias Financial Advisors, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 13,724 shares of SCZ stock, worth $851,711. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,724

Previous 13,870 1.05%

Holding current value

$851,711

Previous $854,000 8.78%

% of portfolio

0.19%

Previous 0.19%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$60.13 - $68.17 $8,778 - $9,952	-146 Reduced 1.05%	13,724 $929,000
Q2 2024 Aug 13, 2024	SELL	$60.46 - $64.81 $241 - $259	-4 Reduced 0.03%	13,870 $854,000
Q4 2023 Feb 14, 2024	BUY	$52.38 - $61.98 $1,833 - $2,169	35 Added 0.25%	13,874 $858,000
Q3 2023 Nov 03, 2023	SELL	$56.15 - $61.67 $18,473 - $20,289	-329 Reduced 2.32%	13,839 $781,000
Q2 2023 Aug 03, 2023	SELL	$57.9 - $61.26 $4,689 - $4,962	-81 Reduced 0.57%	14,168 $835,000
Q1 2023 Apr 24, 2023	SELL	$56.53 - $62.22 $33,013 - $36,336	-584 Reduced 3.94%	14,249 $847,000
Q4 2022 Feb 13, 2023	SELL	$48.03 - $57.76 $48 - $57	-1 Reduced 0.01%	14,833 $837,000
Q3 2022 Nov 14, 2022	SELL	$48.3 - $59.56 $113,649 - $140,144	-2,353 Reduced 13.69%	14,834 $724,000
Q2 2022 Aug 12, 2022	SELL	$54.29 - $67.38 $107,114 - $132,940	-1,973 Reduced 10.3%	17,187 $938,000
Q1 2022 May 09, 2022	BUY	$61.01 - $73.65 $1.17 Million - $1.41 Million	19,160 New	19,160 $1.27 Million
Q4 2021 Feb 09, 2022	SELL	$70.21 - $77.4 $1.35 Million - $1.49 Million	-19,199 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$72.22 - $79.08 $36,037 - $39,460	-499 Reduced 2.53%	19,199 $1.43 Million
Q2 2021 Aug 12, 2021	SELL	$72.9 - $77.14 $9,258 - $9,796	-127 Reduced 0.64%	19,698 $1.46 Million
Q1 2021 May 07, 2021	SELL	$68.09 - $73.16 $139,244 - $149,612	-2,045 Reduced 9.35%	19,825 $1.42 Million
Q4 2020 Feb 12, 2021	SELL	$56.79 - $68.74 $90,239 - $109,227	-1,589 Reduced 6.77%	21,870 $1.5 Million
Q3 2020 Nov 05, 2020	SELL	$53.91 - $60.23 $88,196 - $98,536	-1,636 Reduced 6.52%	23,459 $1.38 Million
Q2 2020 Nov 05, 2020	SELL	$42.06 - $57.2 $2.05 Million - $2.79 Million	-48,754 Reduced 66.02%	25,095 $1.35 Million
Q1 2020 May 13, 2020	BUY	$38.34 - $62.84 $63,337 - $103,811	1,652 Added 2.29%	73,849 $3.31 Million
Q4 2019 Feb 04, 2020	BUY	$55.92 - $62.67 $4.04 Million - $4.52 Million	72,197 New	72,197 $4.5 Million

Others Institutions Holding SCZ

# of Institutions

744

Shares Held

95.3M

Call Options Held

13.7K

Put Options Held

6.6K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Tobias Financial Advisors, Inc. Ishares Tr Msci Eafe Small Cap Transaction History