Lloyd Advisory Services, Llc. Ishares Tr Currency Hedged Msc Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 21, 2021	SELL	$31.8 - $33.26 $34,948 - $36,552	-1,099 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$31.3 - $33.17 $34,398 - $36,453	1,099 New	1,099 $36,000

Others Institutions Holding HAWX

# of Institutions

42

Shares Held

4.89M

Call Options Held

0

Put Options Held

0

Financial Advisors, LLC Andover, MA

1.75M
Shares

$57.5 Million
10.99% of portfolio
Coldstream Capital Management Inc

571K
Shares

$18.8 Million
0.41% of portfolio
Scotia Capital Inc.

452K
Shares

$14.9 Million
0.08% of portfolio
Partners Capital Investment Group, LLP Boston, MA

386K
Shares

$12.7 Million
0.22% of portfolio
Wolf Group Capital Advisors

351K
Shares

$11.6 Million
4.95% of portfolio

About ISHARES TR CURRENCY HEDGED MSC

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