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

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,930 shares of SCZ stock, worth $240,162. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,930

Previous 3,930 -0.0%

Holding current value

$240,162

Previous $242,000 9.92%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$60.46 - $64.81 $1,632 - $1,749	-27 Reduced 0.68%	3,930 $242,000
Q1 2024 Apr 30, 2024	BUY	$59.15 - $63.58 $4,140 - $4,450	70 Added 1.8%	3,957 $250,000
Q4 2023 Jan 16, 2024	SELL	$52.38 - $61.98 $31,375 - $37,126	-599 Reduced 13.35%	3,887 $240,000
Q3 2023 Oct 13, 2023	BUY	$56.15 - $61.67 $29,198 - $32,068	520 Added 13.11%	4,486 $253,000
Q2 2023 Jul 13, 2023	BUY	$57.9 - $61.26 $4,110 - $4,349	71 Added 1.82%	3,966 $233,000
Q4 2022 Jan 20, 2023	BUY	$48.03 - $57.76 $187,076 - $224,975	3,895 New	3,895 $0
Q2 2022 Jul 15, 2022	SELL	$54.29 - $67.38 $64,713 - $80,316	-1,192 Reduced 22.69%	4,062 $222,000
Q1 2022 May 16, 2022	BUY	$61.01 - $73.65 $59,667 - $72,029	978 Added 22.87%	5,254 $349,000
Q4 2021 Feb 15, 2022	BUY	$70.21 - $77.4 $300,217 - $330,962	4,276 New	4,276 $313,000

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

Call Options Held

13.7K

Put Options Held

6.6K

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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

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