Marks Group Wealth Management, Inc Ishares Currency Hedged Msci E Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$33.83 - $35.94 $1.77 Million - $1.88 Million	52,193 New	52,193 $1.86 Million

Others Institutions Holding HEFA

# of Institutions

409

Shares Held

138M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.63 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

$185 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

4.68M
Shares

$163 Million
4.08% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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