Wealth Alliance Ishares Currency Hedged Msci E Transaction History

Wealth Alliance

$818 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$33.83 - $35.94 $964,628 - $1.02 Million	-28,514 Reduced 25.11%	85,028 $3.02 Million
Q1 2024 May 10, 2024	BUY	$31.29 - $34.9 $3.55 Million - $3.96 Million	113,542 New	113,542 $3.96 Million

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

$1.62 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$251 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$184 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

4.91M
Shares

$169 Million
2.96% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$166 Million
3.72% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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