A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 19,690 shares of HEFA stock, worth $810,243. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,690
Previous 20,109 2.08%
Holding current value
$810,243
Previous $763,000 2.1%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

SELL
$37.2 - $39.61 $15,586 - $16,596
-419 Reduced 2.08%
19,690 $779,000
Q2 2025

Aug 04, 2025

SELL
$32.11 - $38.21 $107,311 - $127,697
-3,342 Reduced 14.25%
20,109 $763,000
Q1 2025

Apr 29, 2025

BUY
$34.83 - $37.52 $253,597 - $273,183
7,281 Added 45.03%
23,451 $851,000
Q4 2024

Feb 12, 2025

BUY
$34.42 - $35.88 $126,011 - $131,356
3,661 Added 29.27%
16,170 $561,000
Q3 2024

Nov 14, 2024

BUY
$32.34 - $35.85 $165,063 - $182,978
5,104 Added 68.93%
12,509 $443,000
Q2 2024

Aug 14, 2024

BUY
$33.83 - $35.94 $250,511 - $266,135
7,405 New
7,405 $263,000
Q2 2020

Aug 14, 2020

SELL
$23.2 - $28.74 $798,636 - $989,345
-34,424 Closed
0 $0
Q1 2020

Apr 23, 2020

BUY
$21.23 - $31.4 $252,127 - $372,906
11,876 Added 52.67%
34,424 $833,000
Q4 2019

Feb 13, 2020

BUY
$28.97 - $31.38 $653,215 - $707,556
22,548 New
22,548 $688,000

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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