Purchases and Sales Made in Q4 2024 in Ishares Tr Currency Hedged Msc (HSCZ)
This table provides information about the institutional ownership of Ishares Tr Currency Hedged Msc (HSCZ) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CURRENCY HEDGED MSC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
87.6KNew |
$2.77M - $2.89M
|
87.6K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
47.7K+ 75.96% |
$1.51M - $1.57M
|
110K
$3.53M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
39.5K+ 18.62% |
$1.25M - $1.3M
|
252K
$8.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.5KNew |
$1.09M - $1.14M
|
34.5K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
25.5K+ 34.32% |
$807K - $842K
|
100K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
25.1KNew |
$792K - $826K
|
25.1K
$801K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
21.9K+ 28.91% |
$692K - $722K
|
97.7K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 13.81% |
$625K - $652K
|
163K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
17.1K+ 59.07% |
$540K - $564K
|
46.1K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
16.8K+ 7.29% |
$529K - $552K
|
247K
$7.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.3K+ 33.06% |
$422K - $440K
|
53.7K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
13.2K+ 11.7% |
$417K - $435K
|
126K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.44K+ 44.38% |
$235K - $245K
|
24.2K
$773K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.33K+ 37.04% |
$231K - $241K
|
27.1K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.01K+ 8.56% |
$222K - $231K
|
89K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.53K+ 16.04% |
$79.9K - $83.3K
|
18.3K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.28K+ 323.51% |
$72.2K - $75.3K
|
2.99K
$95.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.21K+ 25.63% |
$69.7K - $72.7K
|
10.8K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.88K+ 1.74% |
$59.5K - $62.1K
|
110K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.36K+ 24.02% |
$42.8K - $44.6K
|
7K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.22K+ 8.33% |
$38.4K - $40K
|
15.8K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 1137.5% |
$34.5K - $36K
|
1.19K
$38K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
964+ 7.5% |
$30.5K - $31.8K
|
13.8K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
861+ 9.19% |
$27.2K - $28.4K
|
10.2K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
721+ 0.78% |
$22.8K - $23.8K
|
92.9K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
498+ 3.71% |
$15.7K - $16.4K
|
13.9K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
363+ 1.99% |
$11.5K - $12K
|
18.6K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
351+ 0.7% |
$11.1K - $11.6K
|
50.8K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
312New |
$9.86K - $10.3K
|
312
$9.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
164New |
$5.18K - $5.4K
|
164
$5.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
160+ 2.34% |
$5.05K - $5.27K
|
7K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95+ 47.5% |
$3K - $3.13K
|
295
$9.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
60+ 0.6% |
$1.9K - $1.98K
|
10.1K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24+ 0.14% |
$758 - $791
|
17K
$542K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$600 - $626
|
19
$607
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 41.38% |
$379 - $395
|
17
$543
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-55- 2.55% |
$1.74K - $1.81K
|
2.1K
$67.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-611- 6.65% |
$19.3K - $20.1K
|
8.58K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.99K- 87.64% |
$63K - $65.7K
|
281
$8.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.8K- 10.99% |
$435K - $453K
|
111K
$3.56M
|