Total Wealth Planning, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Total Wealth Planning, LLC

$604 Million
Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Total Wealth Planning, LLC holds 53,749 shares of SCZ stock, worth $3.27 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

53,749

Previous 54,454 1.29%

Holding current value

$3.27 Million

Previous $3.69 Million 11.42%

% of portfolio

0.54%

Previous 0.61%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$60.13 - $67.31 $42,391 - $47,453	-705 Reduced 1.29%	53,749 $3.27 Million
Q3 2024 Oct 10, 2024	SELL	$60.13 - $68.17 $84,182 - $95,438	-1,400 Reduced 2.51%	54,454 $3.69 Million
Q2 2024 Aug 02, 2024	SELL	$60.46 - $64.81 $110,037 - $117,954	-1,820 Reduced 3.16%	55,854 $3.44 Million
Q1 2024 Apr 18, 2024	SELL	$59.15 - $63.58 $145,331 - $156,216	-2,457 Reduced 4.09%	57,674 $3.65 Million
Q4 2023 Feb 05, 2024	SELL	$52.38 - $61.98 $152,321 - $180,237	-2,908 Reduced 4.61%	60,131 $3.72 Million
Q3 2023 Nov 08, 2023	SELL	$56.15 - $61.67 $7,748 - $8,510	-138 Reduced 0.22%	63,039 $3.56 Million
Q2 2023 Jul 31, 2023	SELL	$57.9 - $61.26 $116,842 - $123,622	-2,018 Reduced 3.1%	63,177 $3.73 Million
Q1 2023 Apr 14, 2023	SELL	$56.53 - $62.22 $62,183 - $68,442	-1,100 Reduced 1.66%	65,195 $3.88 Million
Q4 2022 Feb 02, 2023	BUY	$48.03 - $57.76 $1.67 Million - $2.01 Million	34,792 Added 110.44%	66,295 $3.74 Million
Q3 2022 Nov 14, 2022	BUY	$48.3 - $59.56 $647,847 - $798,878	13,413 Added 74.15%	31,503 $1.54 Million
Q2 2022 Aug 01, 2022	SELL	$54.29 - $67.38 $57,873 - $71,827	-1,066 Reduced 5.56%	18,090 $988,000
Q1 2022 May 13, 2022	BUY	$61.01 - $73.65 $1.17 Million - $1.41 Million	19,156 New	19,156 $1.27 Million

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.6M

Call Options Held

13.7K

Put Options Held

6.6K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

More about SCZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Account

Total Wealth Planning, LLC Ishares Tr Msci Eafe Small Cap Transaction History