Laurel Wealth Planning LLC Ishares Currency Hedged Msci E Transaction History

Laurel Wealth Planning LLC

$155 Million
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	SELL	$23.58 - $25.55 $127,473 - $138,123	-5,406 Reduced 33.2%	10,877 $257,000
Q2 2023 Jul 19, 2023	SELL	$23.42 - $25.09 $128,528 - $137,693	-5,488 Reduced 25.21%	16,283 $400,000
Q1 2023 Apr 18, 2023	SELL	$22.81 - $25.55 $338,979 - $379,698	-14,861 Reduced 40.57%	21,771 $523,000
Q4 2022 Feb 01, 2023	SELL	$22.42 - $25.29 $100,374 - $113,223	-4,477 Reduced 10.89%	36,632 $840,000
Q3 2022 Nov 02, 2022	SELL	$22.91 - $25.95 $70,860 - $80,263	-3,093 Reduced 7.0%	41,109 $942,000
Q2 2022 Aug 09, 2022	SELL	$24.82 - $28.46 $781,432 - $896,034	-31,484 Reduced 41.6%	44,202 $1.13 Million
Q1 2022 Apr 28, 2022	SELL	$25.68 - $30.65 $66,048 - $78,831	-2,572 Reduced 3.29%	75,686 $2.08 Million
Q4 2021 Feb 01, 2022	SELL	$29.36 - $31.68 $576,366 - $621,910	-19,631 Reduced 20.05%	78,258 $2.32 Million
Q3 2021 Nov 12, 2021	BUY	$30.04 - $32.95 $24,632 - $27,019	820 Added 0.84%	97,889 $2.99 Million
Q2 2021 Aug 09, 2021	BUY	$31.19 - $33.23 $102,646 - $109,359	3,291 Added 3.51%	97,069 $3.21 Million
Q1 2021 May 06, 2021	BUY	$31.02 - $34.67 $228,121 - $254,963	7,354 Added 8.51%	93,778 $3.02 Million
Q4 2020 Feb 08, 2021	BUY	$26.89 - $30.83 $2.32 Million - $2.66 Million	86,424 New	86,424 $2.66 Million

Others Institutions Holding HEEM

# of Institutions

44

Shares Held

3.77M

Call Options Held

0

Put Options Held

0

About ISHARES CURRENCY HEDGED MSCI E

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