Bergan Kdv Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 833 shares of SCZ stock, worth $63,599. This represents 0.0% of its overall portfolio holdings.

Number of Shares

833

Previous 833 -0.0%

Holding current value

$63,599

Previous $49,000 -0.0%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	SELL	$56.53 - $62.22 $9,553 - $10,515	-169 Reduced 16.87%	833 $49,000
Q4 2022 Jan 31, 2023	BUY	$48.03 - $57.76 $4,754 - $5,718	99 Added 10.96%	1,002 $56,000
Q4 2021 Jan 28, 2022	SELL	$70.21 - $77.4 $60,169 - $66,331	-857 Reduced 48.69%	903 $66,000
Q3 2021 Nov 12, 2021	BUY	$72.22 - $79.08 $127,107 - $139,180	1,760 New	1,760 $131,000
Q3 2019 Nov 08, 2019	SELL	$53.71 - $58.5 $3,168 - $3,451	-59 Closed	0 $0

Q2 2019 Aug 12, 2019	SELL	$55.8 - $59.5 $5,914 - $6,307	-106 Reduced 64.24%	59 $3,000
Q3 2018 Nov 09, 2018	SELL	$60.38 - $63.97 $664 - $703	-11 Reduced 6.25%	165 $10,000
Q2 2018 Jul 23, 2018	BUY	$62.31 - $66.88 $10,966 - $11,770	176 New	176 $11,000

Others Institutions Holding SCZ

# of Institutions

816

Shares Held

104M

Call Options Held

6.3K

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

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Bergan Kdv Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History