Ivc Wealth Advisors LLC Ishares Currency Hedged Msci E Transaction History
Ivc Wealth Advisors LLC
- $221 Million
- Q3 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 104,001 shares of HEFA stock, worth $4.28 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
104,001
Previous 102,602
1.36%
Holding current value
$4.28 Million
Previous $3.89 Million
5.78%
% of portfolio
1.87%
Previous 1.92%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
471Shares Held
148MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY49.3MShares$2.03 Billion0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.75MShares$236 Million0.05% of portfolio
-
Coldstream Capital Management Inc5.51MShares$227 Million3.04% of portfolio
-
Envestnet Asset Management Inc5.23MShares$215 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY5.07MShares$208 Million0.01% of portfolio