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

Total Wealth Planning, LLC

  • $605 Million
  • Q3 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 54,454 shares of SCZ stock, worth $3.35 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
54,454
Previous 55,854 2.51%
Holding current value
$3.35 Million
Previous $3.44 Million 7.09%
% of portfolio
0.61%
Previous 0.62%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
95.7M
Call Options Held
13.7K
Put Options Held
6.6K
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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