Up Strategic Wealth Investment Advisors LLC Ishares Tr Msci Eafe Small Cap Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $100 Billion
  • Q4 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 3,569 shares of SCZ stock, worth $227,916. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,569
Previous 5,113 30.2%
Holding current value
$227,916
Previous $346 Million 37.36%
% of portfolio
0.22%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$60.13 - $67.31 $92,840 - $103,926
-1,544 Reduced 30.2%
3,569 $217 Million
Q2 2024

Aug 12, 2024
BUY
$60.46 - $64.81 $40,145 - $43,033
664 Added 14.92%
5,113 $315 Million
Q1 2024

May 15, 2024
SELL
$59.15 - $63.58 $9,523 - $10,236
-161 Reduced 3.49%
4,449 $282 Million
Q4 2023

Feb 13, 2024
BUY
$52.38 - $61.98 $241,471 - $285,727
4,610 New
4,610 $285 Million

Others Institutions Holding SCZ

# of Institutions
775
Shares Held
102M
Call Options Held
10.8K
Put Options Held
4.7K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
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