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

Summit Investment Advisory Services, LLC

  • $204 Billion
  • Q1 2025

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 21,095 shares of HEFA stock, worth $725,457. This represents 0.38% of its overall portfolio holdings.

Number of Shares
21,095
Previous 24,083 12.41%
Holding current value
$725,457
Previous $837 Million 8.53%
% of portfolio
0.38%
Previous 0.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$34.83 - $37.52 $104,072 - $112,109
-2,988 Reduced 12.41%
21,095 $766 Million
Q4 2024

Jan 21, 2025
SELL
$34.42 - $35.88 $9,878 - $10,297
-287 Reduced 1.18%
24,083 $837 Million
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
469
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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