A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 34,406 shares of HEFA stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
34,406
Previous 34,827 1.21%
Holding current value
$1.2 Million
Previous $1.24 Million 1.62%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 04, 2024

SELL
$32.34 - $35.85 $13,615 - $15,092
-421 Reduced 1.21%
34,406 $1.22 Million
Q2 2024

Aug 09, 2024

BUY
$33.83 - $35.94 $6,495 - $6,900
192 Added 0.55%
34,827 $1.24 Million
Q1 2024

Apr 15, 2024

SELL
$31.29 - $34.9 $1,251 - $1,396
-40 Reduced 0.12%
34,635 $1.21 Million
Q4 2023

Feb 06, 2024

BUY
$28.86 - $31.76 $598,325 - $658,448
20,732 Added 148.69%
34,675 $1.09 Million
Q3 2023

Oct 12, 2023

SELL
$29.54 - $30.96 $16,867 - $17,678
-571 Reduced 3.93%
13,943 $419,000
Q2 2023

Jul 17, 2023

SELL
$29.32 - $31.08 $198,085 - $209,976
-6,756 Reduced 31.76%
14,514 $449,000
Q1 2023

May 04, 2023

BUY
$27.47 - $29.65 $584,286 - $630,655
21,270 New
21,270 $626,000
Q3 2019

Oct 17, 2019

SELL
$27.78 - $30.19 $1,666 - $1,811
-60 Closed
0 $0
Q2 2019

Jul 30, 2019

SELL
$28.47 - $29.96 $30,178 - $31,757
-1,060 Reduced 94.64%
60 $2,000
Q1 2019

May 13, 2019

SELL
$25.55 - $29.02 $8,150 - $9,257
-319 Reduced 22.17%
1,120 $32,000
Q2 2017

Aug 29, 2017

BUY
N/A
1,439
1,439 $41,000

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.