Comprehensive Wealth Management, LLC Ishares Tr Currency Hedged Msc Transaction History

Comprehensive Wealth Management, LLC

$138 Million
Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Ishares Tr Currency Hedged Msc stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 81,826 shares of HSCZ stock, worth $2.98 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

81,826

Previous 99,989 18.16%

Holding current value

$2.98 Million

Previous $3.2 Million 17.69%

% of portfolio

1.91%

Previous 2.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$31.4 - $33.22 $570,318 - $603,374	-18,163 Reduced 18.16%	81,826 $2.63 Million
Q4 2024 Feb 11, 2025	BUY	$31.59 - $32.95 $807,061 - $841,806	25,548 Added 34.32%	99,989 $3.2 Million
Q3 2024 Nov 06, 2024	BUY	$29.41 - $32.91 $528,968 - $591,919	17,986 Added 31.86%	74,441 $2.43 Million
Q2 2024 Aug 13, 2024	BUY	$30.67 - $32.48 $470,048 - $497,788	15,326 Added 37.26%	56,455 $1.8 Million
Q1 2024 May 01, 2024	BUY	$28.88 - $31.56 $167,301 - $182,827	5,793 Added 16.39%	41,129 $1.3 Million
Q4 2023 Jan 12, 2024	BUY	$26.14 - $29.42 $56,383 - $63,458	2,157 Added 6.5%	35,336 $1.04 Million
Q3 2023 Jan 12, 2024	BUY	$27.42 - $28.8 $41,102 - $43,171	1,499 Added 4.73%	33,179 $924,000
Q2 2023 Jan 12, 2024	BUY	$26.98 - $28.73 $39,147 - $41,687	1,451 Added 4.8%	31,680 $901,000
Q1 2023 Jan 12, 2024	BUY	$26.11 - $28.09 $6,814 - $7,331	261 Added 0.87%	30,229 $827,000
Q4 2022 Jan 12, 2024	BUY	$25.62 - $33.06 $120,900 - $156,010	4,719 Added 18.69%	29,968 $773,000
Q3 2022 Jan 12, 2024	BUY	$29.48 - $33.35 $29,892 - $33,816	1,014 Added 4.18%	25,249 $763,000
Q2 2022 Jan 12, 2024	BUY	$30.7 - $35.08 $167,161 - $191,010	5,445 Added 28.98%	24,235 $759,000
Q1 2022 Jan 12, 2024	BUY	$31.59 - $37.3 $593,576 - $700,867	18,790 New	18,790 $646,000

Others Institutions Holding HSCZ

# of Institutions

Shares Held

2.04M

Call Options Held

Put Options Held

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About ISHARES TR CURRENCY HEDGED MSC

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Comprehensive Wealth Management, LLC Ishares Tr Currency Hedged Msc Transaction History