Prosperity Planning, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Prosperity Planning, Inc.

$302 Million
Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Prosperity Planning, Inc. holds 34,160 shares of SCZ stock, worth $2.23 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

34,160

Previous 32,717 4.41%

Holding current value

$2.23 Million

Previous $2.21 Million 6.28%

% of portfolio

0.69%

Previous 0.72%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$60.13 - $67.31 $86,767 - $97,128	1,443 Added 4.41%	34,160 $2.08 Million
Q3 2024 Oct 07, 2024	SELL	$60.13 - $68.17 $5,411 - $6,135	-90 Reduced 0.27%	32,717 $2.21 Million
Q2 2024 Jul 23, 2024	BUY	$60.46 - $64.81 $9,794 - $10,499	162 Added 0.5%	32,807 $2.02 Million
Q1 2024 Apr 15, 2024	BUY	$59.15 - $63.58 $45,249 - $48,638	765 Added 2.4%	32,645 $2.07 Million
Q4 2023 Feb 05, 2024	BUY	$52.38 - $61.98 $27,342 - $32,353	522 Added 1.66%	31,880 $1.97 Million
Q3 2023 Oct 24, 2023	SELL	$56.15 - $61.67 $13,644 - $14,985	-243 Reduced 0.77%	31,358 $1.77 Million
Q2 2023 Jul 13, 2023	SELL	$57.9 - $61.26 $20,033 - $21,195	-346 Reduced 1.08%	31,601 $1.86 Million
Q1 2023 Apr 13, 2023	SELL	$56.53 - $62.22 $27,360 - $30,114	-484 Reduced 1.49%	31,947 $1.9 Million
Q3 2022 Oct 12, 2022	BUY	$48.3 - $59.56 $37,287 - $45,980	772 Added 2.44%	32,431 $1.58 Million
Q4 2021 Jan 21, 2022	BUY	$70.21 - $77.4 $95,485 - $105,264	1,360 Added 4.49%	31,659 $2.31 Million
Q3 2021 Oct 08, 2021	SELL	$72.22 - $79.08 $7,655 - $8,382	-106 Reduced 0.35%	30,299 $2.26 Million
Q2 2021 Jul 13, 2021	SELL	$72.9 - $77.14 $43,812 - $46,361	-601 Reduced 1.94%	30,405 $2.26 Million
Q1 2021 Apr 12, 2021	BUY	$68.09 - $73.16 $1,089 - $1,170	16 Added 0.05%	31,006 $2.23 Million
Q4 2020 Feb 01, 2021	BUY	$56.79 - $68.74 $1.76 Million - $2.13 Million	30,990 New	30,990 $2.12 Million

Others Institutions Holding SCZ

# of Institutions

778

Shares Held

96.8M

Call Options Held

10.8K

Put Options Held

4.7K

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About ISHARES TR MSCI EAFE SMALL CAP

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Prosperity Planning, Inc. Ishares Tr Msci Eafe Small Cap Transaction History