A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,337 shares of SCZ stock, worth $142,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,337
Previous 2,334 0.13%
Holding current value
$142,814
Previous $143,000 10.49%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$60.13 - $68.17 $180 - $204
3 Added 0.13%
2,337 $158,000
Q2 2024

Aug 08, 2024

BUY
$60.46 - $64.81 $11,729 - $12,573
194 Added 9.07%
2,334 $143,000
Q3 2022

Nov 08, 2022

BUY
$48.3 - $59.56 $103,362 - $127,458
2,140 New
2,140 $104,000

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.