Wintrust Investments LLC Ishares Currency Hedged Msci E Transaction History

Wintrust Investments LLC

$1.12 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 05, 2019	SELL	$28.47 - $29.96 $1.66 Million - $1.75 Million	-58,463 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$25.55 - $29.02 $161,373 - $183,290	6,316 Added 12.11%	58,463 $1.69 Million
Q4 2018 Feb 13, 2019	SELL	$25.29 - $30.05 $275,256 - $327,064	-10,884 Reduced 17.27%	52,147 $1.35 Million
Q3 2018 Nov 13, 2018	BUY	$28.75 - $30.09 $274,821 - $287,630	9,559 Added 17.88%	63,031 $1.89 Million
Q2 2018 Aug 13, 2018	BUY	$28.27 - $30.76 $38,984 - $42,418	1,379 Added 2.65%	53,472 $1.58 Million
Q1 2018 May 03, 2018	BUY	$27.69 - $30.85 $224,925 - $250,594	8,123 Added 18.47%	52,093 $1.5 Million
Q4 2017 Feb 13, 2018	BUY	$29.04 - $30.17 $863,940 - $897,557	29,750 Added 209.21%	43,970 $1.31 Million
Q3 2017 Nov 07, 2017	BUY	$28.62 - $28.94 $406,976 - $411,526	14,220	14,220 $412,000

Others Institutions Holding HEFA

# of Institutions

480

Shares Held

180M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

48.7M
Shares

$1.72 Billion
0.3% of portfolio
Envestnet Asset Management Inc

20.5M
Shares

$725 Million
0.26% of portfolio
Jpmorgan Chase & CO New York, NY

7.9M
Shares

$279 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.02M
Shares

$178 Million
0.09% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

4.77M
Shares

$169 Million
1.47% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

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