Strategic Wealth Partners, Ltd. Ishares Currency Hedged Msci E Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 30, 2020	SELL	$28.97 - $31.38 $7,126 - $7,719	-246 Closed	0 $0
Q1 2018 Jul 13, 2018	BUY	$27.69 - $30.85 $6,811 - $7,589	246 New	246 $7,000

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

$255 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

$168 Million
3.72% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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