Mycio Wealth Partners, LLC Ishares Currency Hedged Msci E Transaction History

Mycio Wealth Partners, LLC

$417 Million
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	BUY	$33.99 - $36.33 $8,735 - $9,336	257 Added 0.73%	35,470 $1.25 Million
Q3 2021 Nov 10, 2021	BUY	$33.35 - $35.56 $6,936 - $7,396	208 Added 0.59%	35,213 $1.21 Million
Q1 2021 May 17, 2021	BUY	$30.49 - $33.1 $1.07 Million - $1.16 Million	35,005 New	35,005 $1.15 Million
Q3 2020 Nov 12, 2020	SELL	$26.72 - $28.26 $282,430 - $298,708	-10,570 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$21.23 - $31.4 $13.9 Million - $20.6 Million	-655,856 Reduced 98.41%	10,570 $256,000
Q4 2019 Feb 13, 2020	BUY	$28.97 - $31.38 $835,610 - $905,124	28,844 Added 4.52%	666,426 $20.3 Million
Q3 2019 Nov 12, 2019	BUY	$27.78 - $30.19 $472,371 - $513,350	17,004 Added 2.74%	637,582 $19.1 Million
Q2 2019 Aug 05, 2019	BUY	$28.47 - $29.96 $1.47 Million - $1.55 Million	51,604 Added 9.07%	620,578 $18.5 Million
Q1 2019 Apr 18, 2019	BUY	$25.55 - $29.02 $984,748 - $1.12 Million	38,542 Added 7.27%	568,974 $16.4 Million
Q4 2018 Jan 22, 2019	SELL	$25.29 - $30.05 $3.16 Million - $3.75 Million	-124,857 Reduced 19.05%	530,432 $13.7 Million
Q3 2018 Oct 25, 2018	BUY	$28.75 - $30.09 $2 Million - $2.1 Million	69,697 Added 11.9%	655,289 $19.6 Million
Q2 2018 Jul 19, 2018	BUY	$28.27 - $30.76 $1.59 Million - $1.73 Million	56,373 Added 10.65%	585,592 $17.3 Million
Q1 2018 Apr 27, 2018	BUY	$27.69 - $30.85 $905,352 - $1.01 Million	32,696 Added 6.58%	529,219 $15.2 Million
Q4 2017 Jan 31, 2018	BUY	$29.04 - $30.17 $1.33 Million - $1.39 Million	45,914 Added 10.19%	496,523 $14.7 Million
Q3 2017 Oct 19, 2017	BUY	$28.62 - $28.94 $581,358 - $587,858	20,313 Added 4.72%	450,609 $13 Million
Q2 2017 Aug 10, 2017	BUY	N/A	43,806 Added 11.33%	430,296 $12.2 Million
Q2 2017 Aug 08, 2017	BUY	N/A	386,490	386,490 $10.6 Million

Others Institutions Holding HEFA

# of Institutions

433

Shares Held

137M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

47M
Shares

$1.7 Billion
0.28% of portfolio
Envestnet Asset Management Inc

7.31M
Shares

$265 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

5.33M
Shares

$193 Million
0.02% of portfolio
Coldstream Capital Management Inc

4.81M
Shares

$174 Million
3.72% of portfolio
Quotient Wealth Partners, LLC Houston, TX

4.42M
Shares

$160 Million
5.02% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.