Summit Investment Advisory Services, LLC Ishares Currency Hedged Msci E Transaction History

Summit Investment Advisory Services, LLC

$189 Billion
Q3 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 24,370 shares of HEFA stock, worth $851,487. This represents 0.46% of its overall portfolio holdings.

Number of Shares

24,370

Holding current value

$851,487

% of portfolio

0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$32.34 - $35.85 $788,125 - $873,664	24,370 New	24,370 $863 Million
Q1 2024 Apr 18, 2024	BUY	$31.29 - $34.9 $312 - $349	10 Added 0.04%	25,171 $878 Million
Q4 2023 Jan 18, 2024	SELL	$28.86 - $31.76 $43,578 - $47,957	-1,510 Reduced 5.66%	25,161 $793 Million
Q3 2023 Oct 10, 2023	SELL	$29.54 - $30.96 $48,091 - $50,402	-1,628 Reduced 5.75%	26,671 $803 Million
Q2 2023 Jul 26, 2023	SELL	$29.32 - $31.08 $6,860 - $7,272	-234 Reduced 0.82%	28,299 $877 Million
Q1 2023 Apr 17, 2023	SELL	$27.47 - $29.65 $26,920 - $29,057	-980 Reduced 3.32%	28,533 $841 Million
Q4 2022 Feb 02, 2023	BUY	$27.0 - $34.09 $796,851 - $1.01 Million	29,513 New	29,513 $797 Million

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

137M

Call Options Held

Put Options Held

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Account

Summit Investment Advisory Services, LLC Ishares Currency Hedged Msci E Transaction History