Purchases and Sales Made in Q4 2023 in Ishares Tr Currency Hedged Msc (HSCZ)
This table provides information about the institutional ownership of Ishares Tr Currency Hedged Msc (HSCZ) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45KNew |
$1.18M - $1.33M
|
45K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
41.4KNew |
$1.08M - $1.22M
|
41.4K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23.5K+ 16.62% |
$615K - $692K
|
165K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 20.01% |
$456K - $513K
|
105K
$3.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 16.09% |
$451K - $508K
|
125K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 33.41% |
$407K - $458K
|
62.1K
$1.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
12.4K+ 11.66% |
$325K - $366K
|
119K
$3.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.1KNew |
$263K - $296K
|
10.1K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
8.02K+ 60.43% |
$210K - $236K
|
21.3K
$681K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.76K+ 51.95% |
$98.3K - $111K
|
11K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.78KNew |
$72.7K - $81.8K
|
2.78K
$89.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.51KNew |
$65.6K - $73.8K
|
2.51K
$80.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.16K+ 6.5% |
$56.4K - $63.5K
|
35.3K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.64KNew |
$42.9K - $48.3K
|
1.64K
$52.6K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.48K+ 10.5% |
$38.8K - $43.7K
|
15.6K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
725+ 10.04% |
$19K - $21.3K
|
7.95K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
718+ 119.07% |
$18.8K - $21.1K
|
1.32K
$42.3K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
615+ 87.11% |
$16.1K - $18.1K
|
1.32K
$42.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
286+ 17.64% |
$7.48K - $8.41K
|
1.91K
$61K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
250New |
$6.54K - $7.36K
|
250
$8K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$5.23K - $5.88K
|
200
$6.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 14.57% |
$1.7K - $1.91K
|
511
$16.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.1 - $29.4
|
1
$32
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-94- 1.22% |
$2.46K - $2.77K
|
7.58K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-168- 0.61% |
$4.39K - $4.94K
|
27.3K
$874K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.52K- 9.07% |
$65.8K - $74.1K
|
25.2K
$808K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.87K- 1.61% |
$101K - $114K
|
237K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.71K- 44.03% |
$202K - $227K
|
9.81K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.33K- 15.11% |
$244K - $274K
|
52.4K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.2K- 51.68% |
$423K - $476K
|
15.1K
$484K
|