Avidian Wealth Solutions, LLC Ishares Currency Hedged Msci E Transaction History

Avidian Wealth Solutions, LLC

$2.51 Billion
Q3 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 228,224 shares of HEFA stock, worth $9.39 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

228,224

Previous 230,338 0.92%

Holding current value

$9.39 Million

Previous $8.74 Million 3.39%

% of portfolio

0.36%

Previous 0.37%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$37.2 - $39.61 $78,640 - $83,735	-2,114 Reduced 0.92%	228,224 $9.04 Million
Q2 2025 Jul 30, 2025	SELL	$32.11 - $38.21 $694,442 - $826,367	-21,627 Reduced 8.58%	230,338 $8.74 Million
Q1 2025 Apr 25, 2025	BUY	$34.83 - $37.52 $232,838 - $250,821	6,685 Added 2.73%	251,965 $9.14 Million
Q4 2024 Jan 29, 2025	BUY	$34.42 - $35.88 $129,488 - $134,980	3,762 Added 1.56%	245,280 $8.52 Million
Q3 2024 Oct 30, 2024	BUY	$32.34 - $35.85 $219,782 - $243,636	6,796 Added 2.9%	241,518 $8.55 Million

Q2 2024 Aug 06, 2024	SELL	$33.83 - $35.94 $384,376 - $408,350	-11,362 Reduced 4.62%	234,722 $8.35 Million
Q1 2024 May 03, 2024	BUY	$31.29 - $34.9 $941,891 - $1.05 Million	30,102 Added 13.94%	246,084 $8.58 Million
Q4 2023 Feb 06, 2024	BUY	$28.86 - $31.76 $530,158 - $583,431	18,370 Added 9.3%	215,982 $6.81 Million
Q3 2023 Oct 13, 2023	SELL	$29.54 - $30.96 $984,006 - $1.03 Million	-33,311 Reduced 14.43%	197,612 $5.95 Million
Q2 2023 Aug 03, 2023	SELL	$29.32 - $31.08 $179,409 - $190,178	-6,119 Reduced 2.58%	230,923 $7.16 Million
Q1 2023 May 08, 2023	BUY	$27.47 - $29.65 $779,131 - $840,962	28,363 Added 13.59%	237,042 $6.99 Million
Q4 2022 Feb 06, 2023	BUY	$27.0 - $34.09 $5.63 Million - $7.11 Million	208,679 New	208,679 $5.63 Million
Q2 2022 Jul 29, 2022	SELL	$31.04 - $34.59 $273,959 - $305,291	-8,826 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$30.88 - $35.96 $8.13 Million - $9.47 Million	-263,319 Reduced 96.76%	8,826 $300,000
Q4 2021 Feb 14, 2022	SELL	$33.99 - $36.33 $169,032 - $180,669	-4,973 Reduced 1.79%	272,145 $9.62 Million
Q3 2021 Nov 10, 2021	BUY	$33.35 - $35.56 $226,346 - $241,345	6,787 Added 2.51%	277,118 $9.53 Million
Q2 2021 Aug 09, 2021	BUY	$33.05 - $35.02 $45,212 - $47,907	1,368 Added 0.51%	270,331 $9.36 Million
Q1 2021 May 05, 2021	SELL	$30.49 - $33.1 $139,613 - $151,564	-4,579 Reduced 1.67%	268,963 $8.87 Million
Q4 2020 Feb 09, 2021	BUY	$26.45 - $30.76 $3.44 Million - $4 Million	129,928 Added 90.47%	273,542 $8.34 Million
Q3 2020 Nov 06, 2020	BUY	$26.72 - $28.26 $3.84 Million - $4.06 Million	143,614 New	143,614 $3.96 Million

Others Institutions Holding HEFA

# of Institutions

474

Shares Held

147M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
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Avidian Wealth Solutions, LLC Ishares Currency Hedged Msci E Transaction History