Beaumont Financial Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,917 shares of SCZ stock, worth $311,098. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,917

Previous 5,369 8.42%

Holding current value

$311,098

Previous $363,000 17.91%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$60.13 - $67.31 $27,178 - $30,424	-452 Reduced 8.42%	4,917 $298,000
Q3 2024 Oct 09, 2024	SELL	$60.13 - $68.17 $1,924 - $2,181	-32 Reduced 0.59%	5,369 $363,000
Q2 2024 Jul 24, 2024	BUY	$60.46 - $64.81 $27,327 - $29,294	452 Added 9.13%	5,401 $332,000
Q1 2024 May 10, 2024	BUY	$59.15 - $63.58 $31,941 - $34,333	540 Added 12.25%	4,949 $313,000
Q4 2023 Jan 31, 2024	SELL	$52.38 - $61.98 $7,857 - $9,297	-150 Reduced 3.29%	4,409 $272,000
Q3 2023 Nov 01, 2023	SELL	$56.15 - $61.67 $20,719 - $22,756	-369 Reduced 7.49%	4,559 $257,000
Q2 2023 Aug 02, 2023	BUY	$57.9 - $61.26 $285,331 - $301,889	4,928 New	4,928 $290,000
Q4 2022 Jan 25, 2023	BUY	$48.03 - $57.76 $204,559 - $245,999	4,259 New	4,259 $0

Others Institutions Holding SCZ

# of Institutions

773

Shares Held

99.5M

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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Beaumont Financial Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History