Vista Wealth Management Group, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Vista Wealth Management Group, LLC

$1.45 Billion
Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,346 shares of SCZ stock, worth $441,714. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,346

Previous 7,346 -0.0%

Holding current value

$441,714

Previous $452,000 9.96%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$60.46 - $64.81 $325,274 - $348,677	-5,380 Reduced 42.28%	7,346 $452,000
Q1 2024 Apr 29, 2024	SELL	$59.15 - $63.58 $171,298 - $184,127	-2,896 Reduced 18.54%	12,726 $805,000
Q4 2023 Feb 12, 2024	SELL	$52.38 - $61.98 $34,989 - $41,402	-668 Reduced 4.1%	15,622 $967,000
Q1 2023 May 04, 2023	SELL	$56.53 - $62.22 $4,239 - $4,666	-75 Reduced 0.46%	16,290 $969,000
Q3 2022 Oct 25, 2022	SELL	$48.3 - $59.56 $152,821 - $188,447	-3,164 Reduced 16.2%	16,365 $812,000
Q2 2021 Jul 27, 2021	BUY	$72.9 - $77.14 $230,655 - $244,070	3,164 Added 19.33%	19,529 $1.45 Million
Q1 2021 Apr 26, 2021	BUY	$68.09 - $73.16 $5,106 - $5,487	75 Added 0.46%	16,365 $1.18 Million
Q4 2019 Feb 03, 2020	BUY	$55.92 - $62.67 $910,936 - $1.02 Million	16,290 New	16,290 $1.02 Million

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

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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Vista Wealth Management Group, LLC Ishares Tr Msci Eafe Small Cap Transaction History