Liberty Wealth Management LLC Ishares Currency Hedged Msci E Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Liberty Wealth Management LLC holds 92,980 shares of HEFA stock, worth $3.23 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

92,980

Previous 209,341 55.58%

Holding current value

$3.23 Million

Previous $3.53 Million 6.58%

% of portfolio

0.58%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$32.34 - $35.85 $3.76 Million - $4.17 Million	-116,361 Reduced 55.58%	92,980 $3.29 Million
Q2 2024 Aug 06, 2024	BUY	$33.83 - $35.94 $5.59 Million - $5.94 Million	165,151 Added 373.73%	209,341 $3.53 Million
Q1 2024 May 02, 2024	BUY	$31.29 - $34.9 $1.38 Million - $1.54 Million	44,190 New	44,190 $1.54 Million
Q2 2021 Aug 13, 2021	SELL	$33.05 - $35.02 $5,783 - $6,128	-175 Closed	0 $0
Q3 2019 Oct 30, 2019	SELL	$27.78 - $30.19 $4,750 - $5,162	-171 Reduced 49.42%	175 $5,000
Q2 2019 Jul 30, 2019	BUY	$28.47 - $29.96 $4,868 - $5,123	171 Added 97.71%	346 $10,000
Q4 2018 Mar 26, 2019	BUY	$25.29 - $30.05 $4,425 - $5,258	175 New	175 $4,000

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

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Liberty Wealth Management LLC Ishares Currency Hedged Msci E Transaction History