Bromfield Sneider Wealth Advisors Ishares Tr Msci Eafe Small Cap Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 14,545 shares of SCZ stock, worth $914,880. This represents 0.57% of its overall portfolio holdings.

Number of Shares

14,545

Previous 12,005 21.16%

Holding current value

$914,880

Previous $743,000 23.96%

% of portfolio

0.57%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$59.15 - $63.58 $150,241 - $161,493	2,540 Added 21.16%	14,545 $921,000
Q4 2023 Jan 05, 2024	BUY	$52.38 - $61.98 $2,985 - $3,532	57 Added 0.48%	12,005 $743,000
Q2 2023 Jul 17, 2023	BUY	$57.9 - $61.26 $4,053 - $4,288	70 Added 0.59%	11,948 $704,000
Q1 2023 Apr 06, 2023	BUY	$56.53 - $62.22 $11,306 - $12,444	200 Added 1.71%	11,878 $706,000
Q4 2022 Jan 09, 2023	BUY	$48.03 - $57.76 $15,129 - $18,194	315 Added 2.77%	11,678 $0
Q3 2022 Oct 07, 2022	BUY	$48.3 - $59.56 $61,099 - $75,343	1,265 Added 12.53%	11,363 $554,000
Q2 2022 Jul 06, 2022	BUY	$54.29 - $67.38 $159,341 - $197,760	2,935 Added 40.97%	10,098 $551,000
Q1 2022 Apr 12, 2022	BUY	$61.01 - $73.65 $61 - $73	1 Added 0.01%	7,163 $475,000
Q4 2021 Jan 14, 2022	BUY	$70.21 - $77.4 $502,844 - $554,338	7,162 New	7,162 $523,000

Others Institutions Holding SCZ

# of Institutions

777

Shares Held

96.8M

Call Options Held

10.8K

Put Options Held

4.7K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

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Bromfield Sneider Wealth Advisors Ishares Tr Msci Eafe Small Cap Transaction History