Wealthcare Advisory Partners LLC Ishares Tr Msci Eafe Small Cap Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 321,864 shares of SCZ stock, worth $21.2 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

321,864

Previous 297,399 8.23%

Holding current value

$21.2 Million

Previous $20.1 Million 2.88%

% of portfolio

0.56%

Previous 0.59%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$60.13 - $67.31 $1.47 Million - $1.65 Million	24,465 Added 8.23%	321,864 $19.6 Million
Q3 2024 Nov 04, 2024	BUY	$60.13 - $68.17 $373,287 - $423,199	6,208 Added 2.13%	297,399 $20.1 Million
Q2 2024 Aug 09, 2024	BUY	$60.46 - $64.81 $824,916 - $884,267	13,644 Added 4.92%	291,191 $17.9 Million
Q1 2024 Apr 15, 2024	BUY	$59.15 - $63.58 $1.3 Million - $1.4 Million	22,036 Added 8.62%	277,547 $17.6 Million
Q4 2023 Feb 06, 2024	BUY	$52.38 - $61.98 $351,417 - $415,823	6,709 Added 2.7%	255,511 $15.8 Million
Q3 2023 Oct 12, 2023	BUY	$56.15 - $61.67 $535,053 - $587,653	9,529 Added 3.98%	248,802 $14 Million
Q2 2023 Jul 17, 2023	SELL	$57.9 - $61.26 $5.61 Million - $5.94 Million	-96,970 Reduced 28.84%	239,273 $14.1 Million
Q1 2023 May 04, 2023	BUY	$56.53 - $62.22 $942,581 - $1.04 Million	16,674 Added 5.22%	336,243 $20 Million
Q4 2022 Feb 13, 2023	BUY	$48.03 - $57.76 $3.61 Million - $4.34 Million	75,087 Added 30.71%	319,569 $18 Million
Q3 2022 Nov 14, 2022	SELL	$48.3 - $59.56 $4.08 Million - $5.03 Million	-84,380 Reduced 25.66%	244,482 $11.9 Million
Q2 2022 Aug 15, 2022	BUY	$54.29 - $67.38 $1.69 Million - $2.1 Million	31,096 Added 10.44%	328,862 $18 Million
Q1 2022 Apr 15, 2022	BUY	$61.01 - $73.65 $9.62 Million - $11.6 Million	157,611 Added 112.45%	297,766 $19.8 Million
Q4 2021 Feb 11, 2022	BUY	$70.21 - $77.4 $115,846 - $127,710	1,650 Added 1.19%	140,155 $10.2 Million
Q3 2021 Nov 15, 2021	SELL	$72.22 - $79.08 $199,399 - $218,339	-2,761 Reduced 1.95%	138,505 $10.3 Million
Q2 2021 Aug 16, 2021	BUY	$72.9 - $77.14 $77,201 - $81,691	1,059 Added 0.76%	141,266 $10.5 Million
Q1 2021 Apr 30, 2021	SELL	$68.09 - $73.16 $277,807 - $298,492	-4,080 Reduced 2.83%	140,207 $10.1 Million
Q4 2020 Feb 12, 2021	SELL	$56.79 - $68.74 $114,431 - $138,511	-2,015 Reduced 1.38%	144,287 $9.86 Million
Q3 2020 Oct 29, 2020	BUY	$53.91 - $60.23 $333,109 - $372,161	6,179 Added 4.41%	146,302 $8.63 Million
Q2 2020 Jul 29, 2020	BUY	$42.06 - $57.2 $470,188 - $639,438	11,179 Added 8.67%	140,123 $7.51 Million
Q1 2020 Apr 29, 2020	BUY	$38.34 - $62.84 $655,345 - $1.07 Million	17,093 Added 15.28%	128,944 $5.78 Million
Q4 2019 Jan 29, 2020	SELL	$55.92 - $62.67 $175,756 - $196,971	-3,143 Reduced 2.73%	111,851 $6.97 Million
Q3 2019 Oct 17, 2019	BUY	$53.71 - $58.5 $138,464 - $150,813	2,578 Added 2.29%	114,994 $6.58 Million
Q2 2019 Jul 30, 2019	BUY	$55.8 - $59.5 $41,794 - $44,565	749 Added 0.67%	112,416 $6.45 Million
Q1 2019 May 13, 2019	BUY	$51.31 - $58.06 $177,378 - $200,713	3,457 Added 3.19%	111,667 $6.41 Million
Q4 2018 Feb 14, 2019	SELL	$49.58 - $62.49 $118,545 - $149,413	-2,391 Reduced 2.16%	108,210 $5.61 Million
Q3 2018 Nov 14, 2018	BUY	$60.38 - $63.97 $235,421 - $249,419	3,899 Added 3.65%	110,601 $6.89 Million
Q2 2018 Aug 14, 2018	BUY	$62.31 - $66.88 $571,071 - $612,955	9,165 Added 9.4%	106,702 $6.69 Million
Q1 2018 May 15, 2018	BUY	$62.72 - $69.19 $518,757 - $572,270	8,271 Added 9.27%	97,537 $6.36 Million
Q4 2017 Feb 14, 2018	BUY	$61.68 - $64.5 $253,504 - $265,095	4,110 Added 4.83%	89,266 $5.76 Million
Q3 2017 Nov 15, 2017	BUY	$61.06 - $62.0 $758,548 - $770,226	12,423 Added 17.08%	85,156 $5.28 Million
Q2 2017 Aug 29, 2017	BUY	N/A	72,733	72,733 $4.21 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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Wealthcare Advisory Partners LLC Ishares Tr Msci Eafe Small Cap Transaction History