Bogart Wealth, LLC Ishares Tr Currency Hedged Msc Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$25.85 - $27.65 $7,987 - $8,543	309 Added 28.93%	1,377 $37,000
Q4 2022 Feb 06, 2023	BUY	$25.51 - $30.34 $27,244 - $32,403	1,068 New	1,068 $27,000

Others Institutions Holding HAWX

# of Institutions

42

Shares Held

4.89M

Call Options Held

0

Put Options Held

0

Financial Advisors, LLC Andover, MA

1.75M
Shares

$57.7 Million
10.99% of portfolio
Coldstream Capital Management Inc

571K
Shares

$18.9 Million
0.41% of portfolio
Scotia Capital Inc.

452K
Shares

$14.9 Million
0.08% of portfolio
Partners Capital Investment Group, LLP Boston, MA

386K
Shares

$12.7 Million
0.22% of portfolio
Wolf Group Capital Advisors

351K
Shares

$11.6 Million
4.95% of portfolio

About ISHARES TR CURRENCY HEDGED MSC

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