Insight Wealth Strategies, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 01, 2022	SELL	$54.29 - $67.38 $180,079 - $223,499	-3,317 Closed	0 $0
Q1 2022 Apr 12, 2022	SELL	$61.01 - $73.65 $18,425 - $22,242	-302 Reduced 8.34%	3,317 $220,000
Q4 2021 Jan 31, 2022	SELL	$70.21 - $77.4 $117,391 - $129,412	-1,672 Reduced 31.6%	3,619 $265,000
Q3 2021 Oct 28, 2021	SELL	$72.22 - $79.08 $1.3 Million - $1.43 Million	-18,022 Reduced 77.3%	5,291 $394,000
Q2 2021 Aug 12, 2021	BUY	$72.9 - $77.14 $190,487 - $201,566	2,613 Added 12.62%	23,313 $1.73 Million
Q1 2021 May 12, 2021	BUY	$68.09 - $73.16 $247,575 - $266,009	3,636 Added 21.31%	20,700 $1.49 Million
Q4 2020 Feb 05, 2021	BUY	$56.79 - $68.74 $671,201 - $812,438	11,819 Added 225.34%	17,064 $1.17 Million
Q3 2020 Oct 29, 2020	SELL	$53.91 - $60.23 $593 - $662	-11 Reduced 0.21%	5,245 $309,000
Q2 2020 Jul 31, 2020	SELL	$42.06 - $57.2 $914,678 - $1.24 Million	-21,747 Reduced 80.54%	5,256 $282,000
Q1 2020 Apr 21, 2020	SELL	$38.34 - $62.84 $594,385 - $974,208	-15,503 Reduced 36.47%	27,003 $1.21 Million
Q4 2019 Feb 21, 2020	BUY	$55.92 - $62.67 $508,704 - $570,108	9,097 Added 27.23%	42,506 $2.65 Million
Q3 2019 Nov 06, 2019	BUY	$53.71 - $58.5 $278,486 - $303,322	5,185 Added 18.37%	33,409 $1.91 Million
Q2 2019 Aug 06, 2019	SELL	$55.8 - $59.5 $327,378 - $349,086	-5,867 Reduced 17.21%	28,224 $1.62 Million
Q1 2019 Apr 24, 2019	BUY	$51.31 - $58.06 $562,870 - $636,918	10,970 Added 47.45%	34,091 $1.96 Million
Q4 2018 Feb 12, 2019	BUY	$49.58 - $62.49 $1.15 Million - $1.44 Million	23,121 New	23,121 $1.2 Million

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

Call Options Held

13.7K

Put Options Held

6.6K

About ISHARES TR MSCI EAFE SMALL CAP

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