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

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 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 102,750 shares of HEEM stock, worth $3.18 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

102,750

Previous 104,862 2.01%

Holding current value

$3.18 Million

Previous $2.94 Million 5.03%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$24.94 - $30.1 $52,673 - $63,571	-2,112 Reduced 2.01%	102,750 $3.09 Million
Q1 2025 May 06, 2025	BUY	$26.44 - $29.01 $125,272 - $137,449	4,738 Added 4.73%	104,862 $2.94 Million
Q4 2024 Feb 07, 2025	BUY	$27.03 - $29.78 $136,852 - $150,776	5,063 Added 5.33%	100,124 $2.71 Million
Q3 2024 Nov 13, 2024	BUY	$25.51 - $28.97 $123,289 - $140,012	4,833 Added 5.36%	95,061 $2.7 Million
Q2 2024 Aug 09, 2024	BUY	$25.06 - $27.3 $230,852 - $251,487	9,212 Added 11.37%	90,228 $2.45 Million
Q1 2024 May 08, 2024	BUY	$23.46 - $25.65 $93,722 - $102,471	3,995 Added 5.19%	81,016 $2.08 Million
Q4 2023 Feb 07, 2024	BUY	$22.87 - $24.78 $79,541 - $86,184	3,478 Added 4.73%	77,021 $1.89 Million
Q3 2023 Nov 07, 2023	BUY	$23.58 - $25.55 $97,762 - $105,930	4,146 Added 5.97%	73,543 $1.74 Million
Q2 2023 Aug 11, 2023	BUY	$23.42 - $25.09 $107,450 - $115,112	4,588 Added 7.08%	69,397 $1.7 Million
Q1 2023 Apr 28, 2023	BUY	$22.81 - $25.55 $265,211 - $297,069	11,627 Added 21.86%	64,809 $1.56 Million
Q4 2022 Feb 13, 2023	BUY	$22.42 - $25.29 $54,301 - $61,252	2,422 Added 4.77%	53,182 $1.22 Million
Q3 2022 Nov 01, 2022	BUY	$22.91 - $25.95 $202,409 - $229,268	8,835 Added 21.07%	50,760 $1.16 Million
Q2 2022 Aug 02, 2022	BUY	$24.82 - $28.46 $248,224 - $284,628	10,001 Added 31.33%	41,925 $1.07 Million
Q1 2022 Apr 27, 2022	BUY	$25.68 - $30.65 $307,286 - $366,757	11,966 Added 59.96%	31,924 $884,000
Q4 2021 Jan 24, 2022	BUY	$29.36 - $31.68 $263,300 - $284,106	8,968 Added 81.6%	19,958 $591,000
Q3 2021 Oct 21, 2021	BUY	$30.04 - $32.95 $330,139 - $362,120	10,990 New	10,990 $333,000
Q4 2020 Jan 22, 2021	SELL	$26.89 - $30.83 $461,163 - $528,734	-17,150 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$25.14 - $28.01 $228,271 - $254,330	9,080 Added 112.52%	17,150 $466,000
Q2 2020 Aug 06, 2020	BUY	$20.73 - $25.34 $167,291 - $204,493	8,070 New	8,070 $201,000

Others Institutions Holding HEEM

# of Institutions

Shares Held

3.64M

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