Hall Kathryn A. Ishares Currency Hedged Msci E Transaction History

Hall Kathryn A.

$146 Million
Q4 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	SELL	$32.34 - $35.85 $4.75 Million - $5.26 Million	-146,810 Reduced 48.21%	157,696 $5.59 Million
Q1 2024 May 13, 2024	BUY	$31.29 - $34.9 $1.93 Million - $2.16 Million	61,755 Added 25.44%	304,506 $10.6 Million
Q4 2023 Feb 13, 2024	SELL	$28.86 - $31.76 $3.21 Million - $3.54 Million	-111,379 Reduced 31.45%	242,751 $7.65 Million
Q3 2023 Nov 13, 2023	SELL	$29.54 - $30.96 $2.11 Million - $2.21 Million	-71,326 Reduced 16.76%	354,130 $10.7 Million
Q2 2023 Aug 11, 2023	SELL	$29.32 - $31.08 $4.6 Million - $4.87 Million	-156,848 Reduced 26.94%	425,456 $13.2 Million
Q1 2023 May 12, 2023	BUY	$27.47 - $29.65 $16 Million - $17.3 Million	582,304 New	582,304 $17.2 Million

Others Institutions Holding HEFA

# of Institutions

443

Shares Held

148M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

50.5M
Shares

$1.87 Billion
0.29% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$270 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.6M
Shares

$207 Million
0.02% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$178 Million
3.72% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

4.46M
Shares

$165 Million
2.67% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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