Atria Wealth Solutions, Inc. Ishares Currency Hedged Msci E Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 140,398 shares of HEFA stock, worth $5.68 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
140,398
Previous 299,025 53.05%
Holding current value
$5.68 Million
Previous $10.9 Million 50.89%
% of portfolio
0.13%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$32.11 - $38.21 $5.09 Million - $6.06 Million
-158,627 Reduced 53.05%
140,398 $5.33 Million
Q1 2025

May 09, 2025
BUY
$34.83 - $37.52 $5.4 Million - $5.82 Million
155,032 Added 107.67%
299,025 $10.9 Million
Q4 2024

Jan 31, 2025
SELL
$34.42 - $35.88 $386,915 - $403,327
-11,241 Reduced 7.24%
143,993 $5 Million
Q3 2024

Nov 08, 2024
SELL
$32.34 - $35.85 $5.02 Million - $5.57 Million
-155,260 Reduced 50.0%
155,234 $5.5 Million
Q2 2024

Jul 22, 2024
SELL
$33.83 - $35.94 $1.81 Million - $1.93 Million
-53,620 Reduced 14.73%
310,494 $11 Million
Q1 2024

May 13, 2024
BUY
$31.29 - $34.9 $7.95 Million - $8.86 Million
253,940 Added 230.49%
364,114 $12.7 Million
Q4 2023

Feb 02, 2024
SELL
$28.86 - $31.76 $188,484 - $207,424
-6,531 Reduced 5.6%
110,174 $3.47 Million
Q3 2023

Nov 08, 2023
BUY
$29.54 - $30.96 $137,567 - $144,180
4,657 Added 4.16%
116,705 $3.51 Million
Q2 2023

Aug 03, 2023
BUY
$29.32 - $31.08 $393,357 - $416,969
13,416 Added 13.6%
112,048 $3.47 Million
Q1 2023

Aug 22, 2023
SELL
$27.47 - $29.65 $17,251 - $18,620
-628 Reduced 0.56%
111,420 $3.28 Million
Q1 2023

Jun 14, 2023
SELL
$27.47 - $29.65 $351,286 - $379,164
-12,788 Reduced 11.48%
98,632 $2.91 Million
Q1 2023

May 10, 2023
BUY
$27.47 - $29.65 $95,458 - $103,033
3,475 Added 3.22%
111,420 $3.28 Million
Q4 2022

Aug 30, 2023
SELL
$27.0 - $34.09 $362,232 - $457,351
-13,416 Reduced 11.97%
98,632 $2.66 Million
Q4 2022

Feb 13, 2023
BUY
$27.0 - $34.09 $1.18 Million - $1.49 Million
43,788 Added 68.25%
107,945 $2.91 Million
Q3 2022

Feb 13, 2023
SELL
$29.89 - $33.24 $2,809 - $3,124
-94 Reduced 0.15%
64,157 $1.95 Million
Q3 2022

Nov 14, 2022
SELL
$29.89 - $33.24 $541,606 - $602,308
-18,120 Reduced 22.0%
64,251 $1.94 Million
Q2 2022

Aug 15, 2022
BUY
$31.04 - $34.59 $753,682 - $839,879
24,281 Added 41.8%
82,371 $2.62 Million
Q1 2022

May 16, 2022
BUY
$30.88 - $35.96 $1.79 Million - $2.09 Million
58,090 New
58,090 $1.97 Million

Others Institutions Holding HEFA

# of Institutions
503
Shares Held
154M
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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