ISHARES TR MSCI Small Cap msci small cap shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $692k | 11k | 63.33 |
| 2023-12-31 | $711k | 12k | 61.90 |
| 2023-09-30 | $679k | 12k | 56.47 |
| 2023-06-30 | $870k | 15k | 58.98 |
| 2023-03-31 | $903k | 15k | 59.51 |
| 2022-12-31 | $1.3M | 23k | 56.48 |
| 2022-09-30 | $1.4M | 30k | 48.79 |
| 2022-06-30 | $1.7M | 31k | 54.58 |
| 2022-03-31 | $1.7M | 26k | 66.35 |
| 2021-12-31 | $4.0M | 55k | 73.09 |
| 2021-09-30 | $2.1M | 2.1k | 1000.00 |
| 2021-06-30 | $2.2M | 30k | 74.05 |
| 2021-03-31 | $2.3M | 32k | 71.59 |
| 2020-12-31 | $2.4M | 35k | 68.66 |
| 2020-09-30 | $2.6M | 44k | 59.00 |
| 2020-06-30 | $2.5M | 48k | 53.47 |
| 2020-03-31 | $1.6M | 9.2k | 175.92 |
| 2019-03-31 | $13k | 230 | 56.52 |
| 2018-12-31 | $12k | 230 | 52.17 |
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