Western Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,502 shares of HEFA stock, worth $272,997. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,502
Previous 8,801 14.76%
Holding current value
$272,997
Previous $312,000 15.06%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$32.34 - $35.85 $42,009 - $46,569
-1,299 Reduced 14.76%
7,502 $265,000
Q2 2024

Jul 19, 2024
BUY
$33.83 - $35.94 $16,272 - $17,287
481 Added 5.78%
8,801 $312,000
Q1 2024

May 02, 2024
BUY
$31.29 - $34.9 $27,347 - $30,502
874 Added 11.74%
8,320 $290,000
Q4 2023

Jan 31, 2024
BUY
$28.86 - $31.76 $5,800 - $6,383
201 Added 2.77%
7,446 $234,000
Q3 2023

Nov 07, 2023
SELL
$29.54 - $30.96 $18,935 - $19,845
-641 Reduced 8.13%
7,245 $218,000
Q2 2023

Aug 30, 2023
BUY
$29.32 - $31.08 $15,774 - $16,721
538 Added 7.32%
7,886 $244,000
Q1 2023

Aug 30, 2023
BUY
$27.47 - $29.65 $201,849 - $217,868
7,348 New
7,348 $216,000
Q3 2022

Nov 04, 2022
SELL
$29.89 - $33.24 $6,934 - $7,711
-232 Reduced 1.82%
12,535 $375,000
Q2 2022

Jul 18, 2022
SELL
$31.04 - $34.59 $121,180 - $135,039
-3,904 Reduced 23.42%
12,767 $407,000
Q1 2022

May 10, 2022
BUY
$30.88 - $35.96 $227,029 - $264,377
7,352 Added 78.89%
16,671 $566,000
Q4 2021

Feb 14, 2022
SELL
$33.99 - $36.33 $85,926 - $91,842
-2,528 Reduced 21.34%
9,319 $330,000
Q2 2021

Aug 09, 2021
SELL
$33.05 - $35.02 $33 - $35
-1 Reduced 0.01%
11,847 $409,000
Q4 2020

Feb 10, 2021
BUY
$26.45 - $30.76 $4,655 - $5,413
176 Added 1.51%
11,848 $361,000
Q3 2020

Oct 27, 2020
BUY
$26.72 - $28.26 $71,689 - $75,821
2,683 Added 29.85%
11,672 $322,000
Q2 2020

Jul 20, 2020
SELL
$23.2 - $28.74 $9,581 - $11,869
-413 Reduced 4.39%
8,989 $248,000
Q1 2020

Apr 27, 2020
SELL
$21.23 - $31.4 $21 - $31
-1 Reduced 0.01%
9,402 $226,000
Q4 2019

Feb 10, 2020
BUY
$28.97 - $31.38 $15,441 - $16,725
533 Added 6.01%
9,403 $287,000
Q3 2019

Nov 08, 2019
BUY
$27.78 - $30.19 $3,416 - $3,713
123 Added 1.41%
8,870 $265,000
Q1 2019

May 10, 2019
BUY
$25.55 - $29.02 $223,485 - $253,837
8,747 New
8,747 $252,000

Others Institutions Holding HEFA

# of Institutions
439
Shares Held
144M
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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email