Wealthspire Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,989 shares of SCZ stock, worth $467,074. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,989
Previous 22,200 68.52%
Holding current value
$467,074
Previous $1.41 Million 69.4%
% of portfolio
0.01%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$60.46 - $64.81 $919,657 - $985,824
-15,211 Reduced 68.52%
6,989 $430,000
Q1 2024

May 06, 2024
BUY
$59.15 - $63.58 $3,430 - $3,687
58 Added 0.26%
22,200 $1.41 Million
Q4 2023

Feb 06, 2024
SELL
$52.38 - $61.98 $215,491 - $254,985
-4,114 Reduced 15.67%
22,142 $1.37 Million
Q2 2023

Jul 31, 2023
BUY
$57.9 - $61.26 $22,754 - $24,075
393 Added 1.52%
26,256 $1.55 Million
Q1 2023

May 09, 2023
BUY
$56.53 - $62.22 $17,015 - $18,728
301 Added 1.18%
25,863 $1.54 Million
Q4 2022

Feb 13, 2023
SELL
$48.03 - $57.76 $33,476 - $40,258
-697 Reduced 2.65%
25,562 $1.44 Million
Q3 2022

Nov 14, 2022
BUY
$48.3 - $59.56 $33,665 - $41,513
697 Added 2.73%
26,259 $1.28 Million
Q2 2022

Aug 09, 2022
BUY
$54.29 - $67.38 $1.39 Million - $1.72 Million
25,562 New
25,562 $1.4 Million
Q4 2021

Feb 14, 2022
SELL
$70.21 - $77.4 $1.7 Million - $1.87 Million
-24,200 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$72.22 - $79.08 $1.75 Million - $1.91 Million
24,200 New
24,200 $1.8 Million
Q1 2021

May 17, 2021
SELL
$68.09 - $73.16 $277,262 - $297,907
-4,072 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$56.79 - $68.74 $231,248 - $279,909
4,072 New
4,072 $278,000

Others Institutions Holding SCZ

# of Institutions
710
Shares Held
103M
Call Options Held
10.5K
Put Options Held
114K
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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