J.W. Cole Advisors, Inc. Ishares Currency Hedged Msci E Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$21.23 - $31.4 $238,264 - $352,402	-11,223 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$28.97 - $31.38 $325,130 - $352,177	11,223 New	11,223 $342,000

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.64 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$254 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$186 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$171 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$167 Million
3.72% of portfolio

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