Institute For Wealth Management, Llc. Ishares Currency Hedged Msci J Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$34.6 - $40.54 $181,788 - $212,997	-5,254 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$38.24 - $41.24 $20,840 - $22,475	-545 Reduced 9.4%	5,254 $208,000
Q3 2021 Nov 15, 2021	SELL	$37.23 - $41.74 $4,877 - $5,467	-131 Reduced 2.21%	5,799 $233,000
Q2 2021 Jul 21, 2021	SELL	$36.84 - $39.6 $331 - $356	-9 Reduced 0.15%	5,930 $230,000
Q1 2021 May 04, 2021	SELL	$35.36 - $39.5 $26,131 - $29,190	-739 Reduced 11.07%	5,939 $231,000
Q4 2020 Feb 01, 2021	SELL	$31.09 - $35.87 $19,711 - $22,741	-634 Reduced 8.67%	6,678 $240,000
Q3 2020 Nov 03, 2020	SELL	$29.45 - $32.27 $15,284 - $16,748	-519 Reduced 6.63%	7,312 $234,000
Q2 2020 Jul 30, 2020	SELL	$25.84 - $32.18 $18,992 - $23,652	-735 Reduced 8.58%	7,831 $241,000
Q1 2020 Apr 29, 2020	SELL	$23.19 - $33.87 $14,238 - $20,796	-614 Reduced 6.69%	8,566 $233,000
Q4 2019 Feb 27, 2020	BUY	$30.43 - $34.16 $270,127 - $303,238	8,877 Added 2929.7%	9,180 $303,000
Q4 2019 Jan 27, 2020	SELL	$30.43 - $34.16 $307,343 - $345,015	-10,100 Reduced 97.09%	303 $303,000
Q3 2019 Oct 28, 2019	SELL	$28.12 - $31.46 $128,902 - $144,212	-4,584 Reduced 30.59%	10,403 $324,000
Q2 2019 Aug 02, 2019	SELL	$29.07 - $31.64 $20,145 - $21,926	-693 Reduced 4.42%	14,987 $455,000
Q1 2019 May 15, 2019	SELL	$27.48 - $30.95 $96,757 - $108,974	-3,521 Reduced 18.34%	15,680 $483,000
Q4 2018 Feb 08, 2019	SELL	$27.38 - $34.61 $19,220 - $24,296	-702 Reduced 3.53%	19,201 $539,000
Q3 2018 Oct 29, 2018	SELL	$31.35 - $34.25 $40,002 - $43,703	-1,276 Reduced 6.02%	19,903 $678,000
Q2 2018 Aug 10, 2018	SELL	$31.28 - $33.7 $31,029 - $33,430	-992 Reduced 4.47%	21,179 $683,000
Q1 2018 May 15, 2018	SELL	$30.23 - $35.21 $774,734 - $902,361	-25,628 Reduced 53.62%	22,171 $725,000
Q4 2017 Feb 12, 2018	BUY	$30.9 - $33.73 $1.48 Million - $1.61 Million	47,799	47,799 $1.62 Million

Others Institutions Holding HEWJ

# of Institutions

69

Shares Held

3.9M

Call Options Held

0

Put Options Held

0

Partners Capital Investment Group, LLP Boston, MA

1.35M
Shares

$59.3 Million
1.02% of portfolio
Deutsche Bank Ag\ Frankfurt Am Main, 2M

941K
Shares

$41.2 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

281K
Shares

$12.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

251K
Shares

$11 Million
0.0% of portfolio
Oversea Chinese Banking Corp LTD Great Eastern Centre, U0

89.3K
Shares

$3.91 Million
0.11% of portfolio

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