Perigon Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 24,508 shares of HEFA stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,508
Previous 26,634 7.98%
Holding current value
$1.01 Million
Previous $1.01 Million 4.06%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2025
SELL
$37.2 - $39.61 $79,087 - $84,210
-2,126 Reduced 7.98%
24,508 $970,000
Q2 2025

Jul 15, 2025
SELL
$32.11 - $38.21 $2.09 Million - $2.49 Million
-65,185 Reduced 70.99%
26,634 $1.01 Million
Q1 2025

Apr 23, 2025
BUY
$34.83 - $37.52 $2.23 Million - $2.4 Million
63,963 Added 229.62%
91,819 $3.33 Million
Q4 2024

Jan 22, 2025
BUY
$34.42 - $35.88 $14,387 - $14,997
418 Added 1.52%
27,856 $967,000
Q3 2024

Oct 16, 2024
SELL
$32.34 - $35.85 $1.76 Million - $1.95 Million
-54,351 Reduced 66.45%
27,438 $971,000
Q2 2024

Aug 02, 2024
SELL
$33.83 - $35.94 $137,146 - $145,700
-4,054 Reduced 4.72%
81,789 $2.91 Million
Q1 2024

Apr 29, 2024
BUY
$31.29 - $34.9 $2.12 Million - $2.37 Million
67,848 Added 377.04%
85,843 $2.99 Million
Q4 2023

Jan 29, 2024
BUY
$28.86 - $31.76 $66,291 - $72,952
2,297 Added 14.63%
17,995 $567,000
Q3 2023

Oct 30, 2023
BUY
$29.54 - $30.96 $132,811 - $139,196
4,496 Added 40.14%
15,698 $472,000
Q2 2023

Aug 02, 2023
BUY
$29.32 - $31.08 $328,442 - $348,158
11,202 New
11,202 $347,000
Q2 2018

Aug 07, 2018
SELL
$28.27 - $30.76 $43,111 - $46,909
-1,525 Closed
0 $0
Q1 2018

May 15, 2018
SELL
$27.69 - $30.85 $31,151 - $34,706
-1,125 Reduced 42.45%
1,525 $44,000
Q4 2017

Feb 14, 2018
BUY
$29.04 - $30.17 $44,286 - $46,009
1,525 Added 135.56%
2,650 $79,000
Q2 2017

Sep 12, 2017
BUY
N/A
1,125
1,125 $32,000

Others Institutions Holding HEFA

# of Institutions
474
Shares Held
147M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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