Cliftonlarsonallen Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,101 shares of HEFA stock, worth $355,858. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,101
Previous 10,448 3.32%
Holding current value
$355,858
Previous $371,000 3.77%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 11, 2024
SELL
$32.34 - $35.85 $11,221 - $12,439
-347 Reduced 3.32%
10,101 $357,000
Q2 2024

Jul 11, 2024
BUY
$33.83 - $35.94 $11,739 - $12,471
347 Added 3.44%
10,448 $371,000
Q1 2024

May 02, 2024
SELL
$31.29 - $34.9 $8,197 - $9,143
-262 Reduced 2.53%
10,101 $352,000
Q1 2023

Apr 12, 2023
SELL
$27.47 - $29.65 $37,963 - $40,976
-1,382 Reduced 11.77%
10,363 $305,000
Q2 2022

Jul 08, 2022
SELL
$31.04 - $34.59 $72,447 - $80,733
-2,334 Reduced 16.58%
11,745 $374,000
Q1 2022

Apr 27, 2022
BUY
$30.88 - $35.96 $1,976 - $2,301
64 Added 0.46%
14,079 $478,000
Q4 2021

Jan 26, 2022
SELL
$33.99 - $36.33 $262,708 - $280,794
-7,729 Reduced 35.55%
14,015 $495,000
Q3 2021

Nov 02, 2021
BUY
$33.35 - $35.56 $725,162 - $773,216
21,744 New
21,744 $748,000
Q3 2021

Oct 14, 2021
SELL
$33.35 - $35.56 $753,910 - $803,869
-22,606 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
$33.05 - $35.02 $60,415 - $64,016
-1,828 Reduced 7.48%
22,606 $783,000
Q1 2021

May 24, 2021
SELL
$30.49 - $33.1 $45,460 - $49,352
-1,491 Reduced 5.75%
24,434 $806,000
Q2 2020

Jul 16, 2020
SELL
$23.2 - $28.74 $647,581 - $802,219
-27,913 Reduced 51.85%
25,925 $715,000
Q4 2019

Jan 29, 2020
SELL
$28.97 - $31.38 $4.19 Million - $4.54 Million
-144,671 Reduced 72.88%
53,838 $1.64 Million
Q3 2019

Oct 07, 2019
SELL
$27.78 - $30.19 $1.03 Million - $1.12 Million
-37,165 Reduced 15.77%
198,509 $5.94 Million
Q2 2019

Jul 17, 2019
BUY
$28.47 - $29.96 $91,730 - $96,531
3,222 Added 1.39%
235,674 $7.03 Million
Q1 2019

Apr 09, 2019
SELL
$25.55 - $29.02 $486,165 - $552,192
-19,028 Reduced 7.57%
232,452 $6.71 Million
Q4 2018

Jan 22, 2019
SELL
$25.29 - $30.05 $1.14 Million - $1.36 Million
-45,119 Reduced 15.21%
251,480 $6.49 Million
Q3 2018

Nov 05, 2018
BUY
$28.75 - $30.09 $172,040 - $180,058
5,984 Added 2.06%
296,599 $8.88 Million
Q2 2018

Jul 23, 2018
SELL
$28.27 - $30.76 $43,309 - $47,124
-1,532 Reduced 0.52%
290,615 $8.6 Million
Q1 2018

Apr 26, 2018
BUY
$27.69 - $30.85 $690,865 - $769,707
24,950 Added 9.34%
292,147 $8.39 Million
Q4 2017

Jan 31, 2018
BUY
$29.04 - $30.17 $1.98 Million - $2.05 Million
68,028 Added 34.16%
267,197 $7.93 Million
Q3 2017

Nov 06, 2017
BUY
$28.62 - $28.94 $5.7 Million - $5.76 Million
199,169
199,169 $5.76 Million

Others Institutions Holding HEFA

# of Institutions
411
Shares Held
137M
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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