Purchases and Sales Made in Q1 2024 in Ishares Tr Currency Hedged Msc (HSCZ)
This table provides information about the institutional ownership of Ishares Tr Currency Hedged Msc (HSCZ) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CURRENCY HEDGED MSC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.4KNew |
$2.01M - $2.19M
|
69.4K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.8K+ 81.81% |
$1.47M - $1.6M
|
113K
$3.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.2K+ 26.69% |
$960K - $1.05M
|
158K
$5.1M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
31KNew |
$896K - $979K
|
31K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
21.5KNew |
$620K - $677K
|
21.5K
$694K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.4KNew |
$503K - $550K
|
17.4K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.7K+ 30.04% |
$455K - $497K
|
68.2K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.19KNew |
$208K - $227K
|
7.19K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.74KNew |
$195K - $213K
|
6.74K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.66KNew |
$192K - $210K
|
6.66K
$215K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5.79K+ 16.39% |
$167K - $183K
|
41.1K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.57K+ 26.19% |
$161K - $176K
|
26.9K
$869K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.77KNew |
$138K - $151K
|
4.77K
$154K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
3.12K+ 41.2% |
$90.2K - $98.6K
|
10.7K
$346K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.1KNew |
$31.7K - $34.7K
|
1.1K
$35.5K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
976+ 6.25% |
$28.2K - $30.8K
|
16.6K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
778+ 0.47% |
$22.5K - $24.6K
|
166K
$5.36M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
716+ 101.42% |
$20.7K - $22.6K
|
1.42K
$46K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
691+ 8.69% |
$20K - $21.8K
|
8.64K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
648New |
$18.7K - $20.5K
|
648
$21K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
346+ 21.06% |
$9.99K - $10.9K
|
1.99K
$64.3K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
224New |
$6.47K - $7.07K
|
224
$7.25K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 7.65% |
$2.92K - $3.19K
|
1.42K
$46K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 7.65% |
$2.92K - $3.19K
|
1.42K
$46K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$28.9 - $31.6
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-30- 0.01% |
$866 - $947
|
237K
$7.66M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65- 12.72% |
$1.88K - $2.05K
|
446
$14.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-253- 0.21% |
$7.31K - $7.98K
|
119K
$3.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.75K- 6.4% |
$50.5K - $55.2K
|
25.6K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2K- 20.44% |
$57.9K - $63.2K
|
7.8K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 18.34% |
$80.1K - $87.5K
|
12.3K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.78K- 4.57% |
$138K - $151K
|
99.8K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.28K- 20.9% |
$152K - $167K
|
20K
$646K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.81K- 15.13% |
$197K - $215K
|
38.2K
$1.24M
|