A detailed history of Sterling Financial Planning, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 21,051 shares of SCZ stock, worth $1.34 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
21,051
Previous 21,277 1.06%
Holding current value
$1.34 Million
Previous $1.31 Million 8.7%
% of portfolio
0.54%
Previous 0.55%

Shares

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

Oct 31, 2024

SELL
$60.13 - $68.17 $13,589 - $15,406
-226 Reduced 1.06%
21,051 $1.43 Million
Q2 2024

Jul 30, 2024

SELL
$60.46 - $64.81 $158,042 - $169,413
-2,614 Reduced 10.94%
21,277 $1.31 Million
Q1 2024

May 06, 2024

SELL
$59.15 - $63.58 $12,658 - $13,606
-214 Reduced 0.89%
23,891 $1.51 Million
Q4 2023

Jan 31, 2024

BUY
$52.38 - $61.98 $38,027 - $44,997
726 Added 3.11%
24,105 $1.49 Million
Q3 2023

Nov 03, 2023

BUY
$56.15 - $61.67 $22,684 - $24,914
404 Added 1.76%
23,379 $1.32 Million
Q2 2023

Jul 28, 2023

BUY
$57.9 - $61.26 $28,428 - $30,078
491 Added 2.18%
22,975 $1.36 Million
Q1 2023

May 03, 2023

SELL
$56.53 - $62.22 $12,040 - $13,252
-213 Reduced 0.94%
22,484 $1.34 Million
Q4 2022

Feb 06, 2023

BUY
$48.03 - $57.76 $35,686 - $42,915
743 Added 3.38%
22,697 $1.28 Million
Q3 2022

Nov 01, 2022

BUY
$48.3 - $59.56 $260,916 - $321,743
5,402 Added 32.64%
21,954 $1.07 Million
Q2 2022

Jul 27, 2022

SELL
$54.29 - $67.38 $54,670 - $67,851
-1,007 Reduced 5.73%
16,552 $904,000
Q1 2022

May 10, 2022

BUY
$61.01 - $73.65 $115,186 - $139,051
1,888 Added 12.05%
17,559 $1.17 Million
Q4 2021

Feb 02, 2022

BUY
$70.21 - $77.4 $29,207 - $32,198
416 Added 2.73%
15,671 $1.15 Million
Q3 2021

Oct 28, 2021

BUY
$72.22 - $79.08 $85,219 - $93,314
1,180 Added 8.38%
15,255 $1.14 Million
Q2 2021

Aug 02, 2021

BUY
$72.9 - $77.14 $313,980 - $332,241
4,307 Added 44.09%
14,075 $1.04 Million
Q1 2021

Apr 28, 2021

BUY
$68.09 - $73.16 $665,103 - $714,626
9,768 New
9,768 $702,000

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
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