Cassady Schiller Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,878 shares of SCZ stock, worth $219,735. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,878
Previous 2,878 -0.0%
Holding current value
$219,735
Previous $194,000 10.31%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
SELL
$56.15 - $61.67 $258,290 - $283,682
-4,600 Reduced 61.51%
2,878 $162,000
Q2 2023

Aug 10, 2023
SELL
$57.9 - $61.26 $42,151 - $44,597
-728 Reduced 8.87%
7,478 $441,000
Q3 2022

Nov 09, 2022
SELL
$48.3 - $59.56 $9,660 - $11,912
-200 Reduced 2.38%
8,206 $400,000
Q2 2022

Aug 11, 2022
BUY
$54.29 - $67.38 $2,443 - $3,032
45 Added 0.54%
8,406 $459,000
Q1 2022

May 12, 2022
BUY
$61.01 - $73.65 $183 - $220
3 Added 0.04%
8,361 $555,000
Q4 2021

Feb 09, 2022
BUY
$70.21 - $77.4 $586,815 - $646,909
8,358 New
8,358 $611,000

Others Institutions Holding SCZ

# of Institutions
808
Shares Held
104M
Call Options Held
6.3K
Put Options Held
6K
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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