Compass Ion Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Compass Ion Advisors, LLC

  • $851 Million
  • Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 8,570 shares of HEFA stock, worth $349,141. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,570
Previous 11,527 25.65%
Holding current value
$349,141
Previous $418,000 22.25%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 11, 2025
SELL
$32.11 - $38.21 $94,949 - $112,986
-2,957 Reduced 25.65%
8,570 $325,000
Q4 2024

Feb 10, 2025
BUY
$34.42 - $35.88 $49,736 - $51,846
1,445 Added 14.33%
11,527 $400,000
Q3 2024

Oct 18, 2024
BUY
$32.34 - $35.85 $53,684 - $59,511
1,660 Added 19.71%
10,082 $357,000
Q4 2023

Jan 23, 2024
SELL
$28.86 - $31.76 $403,635 - $444,195
-13,986 Reduced 62.42%
8,422 $265,000
Q3 2023

Nov 02, 2023
BUY
$29.54 - $30.96 $661,932 - $693,751
22,408 New
22,408 $674,000

Others Institutions Holding HEFA

# of Institutions
501
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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