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

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 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 24,083 shares of HEFA stock, worth $903,594. This represents 0.43% of its overall portfolio holdings.

Number of Shares
24,083
Previous 24,370 1.18%
Holding current value
$903,594
Previous $863 Million 3.05%
% of portfolio
0.43%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
451
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
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email