Founders Financial Securities LLC Ishares Currency Hedged Msci E Transaction History

Founders Financial Securities LLC

$1.06 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 16, 2020	SELL	$26.72 - $28.26 $2.88 Million - $3.05 Million	-107,924 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$23.2 - $28.74 $2.07 Million - $2.57 Million	89,287 Added 479.08%	107,924 $2.98 Million
Q1 2020 May 14, 2020	SELL	$21.23 - $31.4 $5.01 Million - $7.42 Million	-236,171 Reduced 92.69%	18,637 $451,000
Q4 2019 Feb 11, 2020	SELL	$28.97 - $31.38 $95,572 - $103,522	-3,299 Reduced 1.28%	254,808 $7.78 Million
Q3 2019 Oct 17, 2019	BUY	$27.78 - $30.19 $362,667 - $394,130	13,055 Added 5.33%	258,107 $7.73 Million
Q2 2019 Jul 22, 2019	SELL	$28.47 - $29.96 $2.26 Million - $2.38 Million	-79,432 Reduced 24.48%	245,052 $7.31 Million
Q1 2019 Apr 25, 2019	BUY	$25.55 - $29.02 $8.29 Million - $9.42 Million	324,484 New	324,484 $9.37 Million

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

138M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.65 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$257 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$188 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$173 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$169 Million
3.72% of portfolio

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