Lloyd Advisory Services, Llc. Ishares Tr Currency Hedged Msc Transaction History

Lloyd Advisory Services, Llc.

$85.5 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 21, 2021	SELL	$31.8 - $33.26 $34,948 - $36,552	-1,099 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$31.3 - $33.17 $34,398 - $36,453	1,099 New	1,099 $36,000

Others Institutions Holding HAWX

# of Institutions

55

Shares Held

5.6M

Call Options Held

0

Put Options Held

0

Financial Advisors, LLC Andover, MA

1.69M
Shares

$66.4 Million
11.37% of portfolio
Coldstream Capital Management Inc

630K
Shares

$24.7 Million
0.33% of portfolio
Partners Capital Investment Group, LLP Boston, MA

421K
Shares

$16.5 Million
0.66% of portfolio
Scotia Capital Inc.

394K
Shares

$15.4 Million
0.07% of portfolio
Congress Wealth Management LLC Boston, MA

368K
Shares

$14.4 Million
0.13% of portfolio

About ISHARES TR CURRENCY HEDGED MSC

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