Avantax Advisory Services, Inc. Ishares Currency Hedged Msci E Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 604,781 shares of HEFA stock, worth $23.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

604,781

Previous 504,643 19.84%

Holding current value

$23.1 Million

Previous $17.5 Million 25.15%

% of portfolio

0.14%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$34.83 - $37.52 $3.49 Million - $3.76 Million	100,138 Added 19.84%	604,781 $21.9 Million
Q4 2024 Feb 07, 2025	BUY	$34.42 - $35.88 $622,244 - $648,638	18,078 Added 3.72%	504,643 $17.5 Million
Q3 2024 Nov 13, 2024	SELL	$32.34 - $35.85 $706,984 - $783,716	-21,861 Reduced 4.3%	486,565 $17.2 Million
Q2 2024 Aug 09, 2024	BUY	$33.83 - $35.94 $1.32 Million - $1.4 Million	39,055 Added 8.32%	508,426 $18.1 Million
Q1 2024 May 08, 2024	BUY	$31.29 - $34.9 $4.32 Million - $4.82 Million	138,041 Added 41.66%	469,371 $16.4 Million
Q4 2023 Feb 07, 2024	BUY	$28.86 - $31.76 $1.79 Million - $1.97 Million	61,947 Added 23.0%	331,330 $10.4 Million
Q3 2023 Nov 07, 2023	BUY	$29.54 - $30.96 $2.64 Million - $2.76 Million	89,225 Added 49.53%	269,383 $8.11 Million
Q2 2023 Aug 11, 2023	BUY	$29.32 - $31.08 $159,324 - $168,888	5,434 Added 3.11%	180,158 $5.58 Million
Q1 2023 Apr 28, 2023	BUY	$27.47 - $29.65 $473,115 - $510,661	17,223 Added 10.94%	174,724 $5.15 Million
Q4 2022 Feb 13, 2023	BUY	$27.0 - $34.09 $233,388 - $294,673	8,644 Added 5.81%	157,501 $4.25 Million
Q3 2022 Nov 01, 2022	BUY	$29.89 - $33.24 $913,109 - $1.02 Million	30,549 Added 25.82%	148,857 $4.45 Million
Q2 2022 Aug 02, 2022	BUY	$31.04 - $34.59 $659,693 - $735,141	21,253 Added 21.9%	118,308 $3.77 Million
Q1 2022 Apr 27, 2022	BUY	$30.88 - $35.96 $1.07 Million - $1.25 Million	34,736 Added 55.74%	97,055 $3.29 Million
Q4 2021 Jan 24, 2022	BUY	$33.99 - $36.33 $1.26 Million - $1.35 Million	37,175 Added 147.85%	62,319 $2.2 Million
Q3 2021 Oct 21, 2021	BUY	$33.35 - $35.56 $487,543 - $519,851	14,619 Added 138.9%	25,144 $864,000
Q2 2021 Jul 29, 2021	BUY	$33.05 - $35.02 $44,154 - $46,786	1,336 Added 14.54%	10,525 $364,000
Q1 2021 May 13, 2021	BUY	$30.49 - $33.1 $13,568 - $14,729	445 Added 5.09%	9,189 $304,000
Q4 2020 Jan 22, 2021	SELL	$26.45 - $30.76 $1.91 Million - $2.22 Million	-72,202 Reduced 89.2%	8,744 $267,000
Q3 2020 Oct 14, 2020	BUY	$26.72 - $28.26 $1.88 Million - $1.99 Million	70,540 Added 677.88%	80,946 $2.23 Million
Q2 2020 Aug 06, 2020	SELL	$23.2 - $28.74 $5,869 - $7,271	-253 Reduced 2.37%	10,406 $288,000
Q1 2020 Apr 30, 2020	SELL	$21.23 - $31.4 $42,735 - $63,208	-2,013 Reduced 15.89%	10,659 $258,000
Q4 2019 Feb 14, 2020	BUY	$28.97 - $31.38 $367,107 - $397,647	12,672 New	12,672 $386,000

Others Institutions Holding HEFA

# of Institutions

522

Shares Held

189M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

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Avantax Advisory Services, Inc. Ishares Currency Hedged Msci E Transaction History