Financial Synergies Wealth Advisors, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 9,020 shares of SCZ stock, worth $579,895. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,020

Previous 8,916 1.17%

Holding current value

$579,895

Previous $604 Million 9.22%

% of portfolio

0.07%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$60.13 - $67.31 $6,253 - $7,000	104 Added 1.17%	9,020 $548 Million
Q2 2024 Jul 23, 2024	SELL	$60.46 - $64.81 $126,966 - $136,101	-2,100 Reduced 19.06%	8,916 $550 Million
Q1 2024 Apr 12, 2024	SELL	$59.15 - $63.58 $190,403 - $204,664	-3,219 Reduced 22.61%	11,016 $698 Million
Q4 2023 Apr 04, 2024	BUY	$52.38 - $61.98 $173,273 - $205,029	3,308 Added 30.27%	14,235 $804 Million
Q3 2023 Apr 04, 2024	SELL	$56.15 - $61.67 $105,393 - $115,754	-1,877 Reduced 14.66%	10,927 $617 Million
Q2 2023 Apr 04, 2024	SELL	$57.9 - $61.26 $62,995 - $66,650	-1,088 Reduced 7.83%	12,804 $755 Million
Q1 2023 Apr 04, 2024	SELL	$56.53 - $62.22 $19,389 - $21,341	-343 Reduced 2.41%	13,892 $827 Million
Q4 2022 Apr 04, 2024	SELL	$48.03 - $57.76 $554,794 - $667,185	-11,551 Reduced 44.8%	14,235 $804 Million
Q3 2022 Apr 04, 2024	BUY	$48.3 - $59.56 $3,429 - $4,228	71 Added 0.28%	25,786 $1.26 Billion
Q2 2022 Apr 04, 2024	BUY	$54.29 - $67.38 $1.4 Million - $1.73 Million	25,715 New	25,715 $1.4 Billion
Q1 2022 Apr 05, 2024	SELL	$61.01 - $73.65 $190,534 - $230,008	-3,123 Reduced 9.56%	29,537 $1.96 Billion
Q4 2021 Apr 05, 2024	SELL	$70.21 - $77.4 $7,863 - $8,668	-112 Reduced 0.34%	32,660 $2.39 Billion
Q3 2021 Apr 05, 2024	SELL	$72.22 - $79.08 $252,770 - $276,780	-3,500 Reduced 9.65%	32,772 $2.44 Billion
Q2 2021 Apr 05, 2024	SELL	$72.9 - $77.14 $20,193 - $21,367	-277 Reduced 0.76%	36,272 $2.69 Billion
Q4 2020 Apr 05, 2024	SELL	$56.79 - $68.74 $6.81 Million - $8.24 Million	-119,869 Reduced 76.63%	36,549 $2.5 Billion
Q3 2020 Apr 05, 2024	SELL	$53.91 - $60.23 $6.83 Million - $7.63 Million	-126,632 Reduced 44.74%	156,418 $9.23 Billion
Q2 2020 Apr 05, 2024	BUY	$42.06 - $57.2 $11.3 Million - $15.4 Million	268,815 Added 1888.41%	283,050 $15.2 Billion

Others Institutions Holding SCZ

# of Institutions

780

Shares Held

96.1M

Call Options Held

10.8K

Put Options Held

4.7K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

More about SCZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Account

Financial Synergies Wealth Advisors, Inc. Ishares Tr Msci Eafe Small Cap Transaction History