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

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Dec 19, 2024	SELL	$57.9 - $61.26 $272,535 - $288,350	-4,707 Closed	0 $0
Q1 2023 Dec 19, 2024	BUY	$56.53 - $62.22 $266,086 - $292,869	4,707 New	4,707 $280 Million

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

Call Options Held

13.7K

Put Options Held

6.6K

Jones Financial Companies Lllp

13.1M
Shares

$795 Million
0.91% of portfolio
Natixis Advisors, L.P. Boston, MA

8.84M
Shares

$538 Million
1.17% of portfolio
Creative Planning Overland Park, KS

4.83M
Shares

$294 Million
0.33% of portfolio
Tiaa, Fsb St. Louis, MO

4.25M
Shares

$259 Million
0.91% of portfolio
State Of New Jersey Common Pension Fund D

3.56M
Shares

$217 Million
1.01% of portfolio

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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