Visionary Wealth Advisors Ishares Tr Msci Eafe Small Cap Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$52.38 - $61.98 $28,756 - $34,027	-549 Reduced 6.45%	7,969 $493,000
Q3 2023 Nov 13, 2023	SELL	$56.15 - $61.67 $11,173 - $12,272	-199 Reduced 2.28%	8,518 $481,000
Q2 2023 Aug 11, 2023	SELL	$57.9 - $61.26 $32,887 - $34,795	-568 Reduced 6.12%	8,717 $514,000
Q1 2023 May 15, 2023	BUY	$56.53 - $62.22 $5,313 - $5,848	94 Added 1.02%	9,285 $552,000
Q4 2022 Feb 13, 2023	BUY	$48.03 - $57.76 $67,097 - $80,690	1,397 Added 17.92%	9,191 $519,000
Q3 2022 Nov 14, 2022	SELL	$48.3 - $59.56 $85,297 - $105,182	-1,766 Reduced 18.47%	7,794 $380,000
Q2 2022 Aug 12, 2022	SELL	$54.29 - $67.38 $105,485 - $130,919	-1,943 Reduced 16.89%	9,560 $522,000
Q1 2022 May 12, 2022	SELL	$61.01 - $73.65 $3,538 - $4,271	-58 Reduced 0.5%	11,503 $763,000
Q4 2021 Feb 14, 2022	BUY	$70.21 - $77.4 $35,807 - $39,474	510 Added 4.61%	11,561 $845,000
Q3 2021 Nov 12, 2021	BUY	$72.22 - $79.08 $196,799 - $215,493	2,725 Added 32.73%	11,051 $822,000
Q2 2021 Aug 13, 2021	BUY	$72.9 - $77.14 $157,391 - $166,545	2,159 Added 35.01%	8,326 $617,000
Q1 2021 May 18, 2021	BUY	$68.09 - $73.16 $89,402 - $96,059	1,313 Added 27.05%	6,167 $443,000
Q4 2020 Feb 16, 2021	BUY	$56.79 - $68.74 $275,658 - $333,663	4,854 New	4,854 $332,000

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

Ticker SCZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.