Disciplined Investments, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Disciplined Investments, LLC

$210 Million
Q1 2025

A detailed history of Disciplined Investments, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Disciplined Investments, LLC holds 44,553 shares of SCZ stock, worth $2.84 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

44,553

Previous 44,444 0.25%

Holding current value

$2.84 Million

Previous $2.7 Million 6.15%

% of portfolio

1.36%

Previous 1.37%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$59.28 - $66.1 $6,461 - $7,204	109 Added 0.25%	44,553 $2.87 Million
Q4 2024 Feb 06, 2025	BUY	$60.13 - $67.31 $48,645 - $54,453	809 Added 1.85%	44,444 $2.7 Million
Q3 2024 Nov 04, 2024	SELL	$60.13 - $68.17 $4,810 - $5,453	-80 Reduced 0.18%	43,635 $2.95 Million
Q2 2024 Aug 09, 2024	BUY	$60.46 - $64.81 $41,717 - $44,718	690 Added 1.6%	43,715 $2.69 Million
Q1 2024 Apr 15, 2024	SELL	$59.15 - $63.58 $202,470 - $217,634	-3,423 Reduced 7.37%	43,025 $2.72 Million
Q4 2023 Jan 12, 2024	SELL	$52.38 - $61.98 $69,822 - $82,619	-1,333 Reduced 2.79%	46,448 $2.88 Million
Q3 2023 Nov 14, 2023	SELL	$56.15 - $61.67 $92,535 - $101,632	-1,648 Reduced 3.33%	47,781 $2.7 Million
Q2 2023 Jul 10, 2023	SELL	$57.9 - $61.26 $636,726 - $673,676	-10,997 Reduced 18.2%	49,429 $2.92 Million
Q1 2023 May 10, 2023	SELL	$56.53 - $62.22 $86,999 - $95,756	-1,539 Reduced 2.48%	60,426 $3.6 Million
Q4 2022 Feb 01, 2023	SELL	$48.03 - $57.76 $341,253 - $410,384	-7,105 Reduced 10.29%	61,965 $3.5 Million
Q3 2022 Nov 03, 2022	SELL	$48.3 - $59.56 $204,357 - $251,998	-4,231 Reduced 5.77%	69,070 $3.37 Million
Q2 2022 Aug 09, 2022	SELL	$54.29 - $67.38 $387,087 - $480,419	-7,130 Reduced 8.86%	73,301 $4 Million
Q1 2022 Apr 22, 2022	BUY	$61.01 - $73.65 $447,264 - $539,928	7,331 Added 10.03%	80,431 $5.34 Million
Q4 2021 Jan 20, 2022	BUY	$70.21 - $77.4 $253,107 - $279,027	3,605 Added 5.19%	73,100 $5.34 Million
Q3 2021 Nov 09, 2021	BUY	$72.22 - $79.08 $352,216 - $385,673	4,877 Added 7.55%	69,495 $5.17 Million
Q2 2021 Aug 02, 2021	BUY	$72.9 - $77.14 $389,942 - $412,621	5,349 Added 9.02%	64,618 $4.79 Million
Q1 2021 May 12, 2021	SELL	$68.09 - $73.16 $139,993 - $150,416	-2,056 Reduced 3.35%	59,269 $4.26 Million
Q4 2020 Feb 12, 2021	BUY	$56.79 - $68.74 $40,888 - $49,492	720 Added 1.19%	61,325 $4.19 Million
Q3 2020 Nov 05, 2020	BUY	$53.91 - $60.23 $74,234 - $82,936	1,377 Added 2.32%	60,605 $3.58 Million
Q2 2020 Aug 13, 2020	BUY	$42.06 - $57.2 $82,816 - $112,626	1,969 Added 3.44%	59,228 $3.18 Million
Q1 2020 May 19, 2020	SELL	$38.34 - $62.84 $436,347 - $715,182	-11,381 Reduced 16.58%	57,259 $2.57 Million
Q4 2019 May 19, 2020	BUY	$55.92 - $62.67 $3.84 Million - $4.3 Million	68,640 New	68,640 $4.28 Million

Others Institutions Holding SCZ

# of Institutions

782

Shares Held

96.2M

Call Options Held

10.8K

Put Options Held

4.7K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Disciplined Investments, LLC Ishares Tr Msci Eafe Small Cap Transaction History