Encompass Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 72,679 shares of SCZ stock, worth $4.57 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
72,679
Previous 68,065 6.78%
Holding current value
$4.57 Million
Previous $4.61 Million 4.19%
% of portfolio
1.8%
Previous 1.66%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$60.13 - $67.31 $277,439 - $310,568
4,614 Added 6.78%
72,679 $4.42 Million
Q3 2024

Nov 05, 2024
BUY
$60.13 - $68.17 $90,676 - $102,800
1,508 Added 2.27%
68,065 $4.61 Million
Q2 2024

Aug 08, 2024
BUY
$60.46 - $64.81 $71,221 - $76,346
1,178 Added 1.8%
66,557 $4.1 Million
Q1 2024

May 10, 2024
BUY
$59.15 - $63.58 $36,850 - $39,610
623 Added 0.96%
65,379 $4.14 Million
Q4 2023

Feb 13, 2024
BUY
$52.38 - $61.98 $206,220 - $244,015
3,937 Added 6.47%
64,756 $4.01 Million
Q3 2023

Nov 07, 2023
BUY
$56.15 - $61.67 $198,041 - $217,510
3,527 Added 6.16%
60,819 $3.43 Million
Q2 2023

Aug 09, 2023
BUY
$57.9 - $61.26 $66,990 - $70,877
1,157 Added 2.06%
57,292 $3.38 Million
Q1 2023

May 04, 2023
SELL
$56.53 - $62.22 $8,083 - $8,897
-143 Reduced 0.25%
56,135 $3.34 Million
Q4 2022

Feb 01, 2023
SELL
$48.03 - $57.76 $16,234 - $19,522
-338 Reduced 0.6%
56,278 $3.18 Million
Q3 2022

Oct 28, 2022
BUY
$48.3 - $59.56 $30,815 - $37,999
638 Added 1.14%
56,616 $2.76 Million
Q2 2022

Aug 03, 2022
SELL
$54.29 - $67.38 $800,017 - $992,911
-14,736 Reduced 20.84%
55,978 $3.06 Million
Q1 2022

Apr 28, 2022
BUY
$61.01 - $73.65 $168,814 - $203,789
2,767 Added 4.07%
70,714 $4.69 Million
Q4 2021

Jan 20, 2022
BUY
$70.21 - $77.4 $546,093 - $602,017
7,778 Added 12.93%
67,947 $4.97 Million
Q3 2021

Nov 16, 2021
BUY
$72.22 - $79.08 $92,369 - $101,143
1,279 Added 2.17%
60,169 $4.48 Million
Q2 2021

Aug 03, 2021
SELL
$72.9 - $77.14 $151,850 - $160,682
-2,083 Reduced 3.42%
58,890 $4.37 Million
Q1 2021

May 25, 2021
BUY
$68.09 - $73.16 $4.15 Million - $4.46 Million
60,973 New
60,973 $4.47 Million
Q4 2020

Mar 09, 2021
SELL
$56.79 - $68.74 $2.26 Million - $2.74 Million
-39,856 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$56.79 - $68.74 $2.26 Million - $2.74 Million
39,856 New
39,856 $2.72 Million

Others Institutions Holding SCZ

# of Institutions
762
Shares Held
93.1M
Call Options Held
13.7K
Put Options Held
6.6K
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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