A detailed history of Trinity Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 33,659 shares of HEFA stock, worth $1.17 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
33,659
Previous 33,083 1.74%
Holding current value
$1.17 Million
Previous $1.18 Million 1.36%
% of portfolio
0.55%
Previous 0.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$32.34 - $35.85 $18,627 - $20,649
576 Added 1.74%
33,659 $1.19 Million
Q2 2024

Jul 15, 2024

BUY
$33.83 - $35.94 $40,798 - $43,343
1,206 Added 3.78%
33,083 $1.18 Million
Q1 2024

Apr 17, 2024

BUY
$31.29 - $34.9 $34,544 - $38,529
1,104 Added 3.59%
31,877 $1.11 Million
Q4 2023

Jan 18, 2024

BUY
$28.86 - $31.76 $61,789 - $67,998
2,141 Added 7.48%
30,773 $969,000
Q3 2023

Oct 10, 2023

BUY
$29.54 - $30.96 $845,789 - $886,446
28,632 New
28,632 $861,000

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


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