Concord Wealth Partners Ishares Currency Hedged Msci E Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Concord Wealth Partners holds 61 shares of HEEM stock, worth $1,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares
61
Previous 279 78.14%
Holding current value
$1,890
Previous $7,000 85.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
SELL
$24.94 - $30.1 $5,436 - $6,561
-218 Reduced 78.14%
61 $1,000
Q1 2025

May 02, 2025
SELL
$26.44 - $29.01 $83,153 - $91,236
-3,145 Reduced 91.85%
279 $7,000
Q4 2024

Jan 23, 2025
SELL
$27.03 - $29.78 $6,865 - $7,564
-254 Reduced 6.91%
3,424 $92,000
Q3 2024

Oct 24, 2024
SELL
$25.51 - $28.97 $1.12 Million - $1.28 Million
-44,045 Reduced 92.29%
3,678 $104,000
Q2 2024

Jul 31, 2024
SELL
$25.06 - $27.3 $5,062 - $5,514
-202 Reduced 0.42%
47,723 $1.29 Million
Q1 2024

Apr 30, 2024
BUY
$23.46 - $25.65 $116,502 - $127,377
4,966 Added 11.56%
47,925 $1.23 Million
Q4 2023

Apr 30, 2024
BUY
$22.87 - $24.78 $35,951 - $38,954
1,572 Added 3.8%
42,959 $1.06 Million
Q4 2023

Feb 05, 2024
BUY
$22.87 - $24.78 $35,951 - $38,954
1,572 Added 3.8%
42,959 $1.06 Million
Q3 2023

Apr 30, 2024
SELL
$23.58 - $25.55 $37,067 - $40,164
-1,572 Reduced 3.66%
41,387 $978,000
Q3 2023

Oct 25, 2023
BUY
$23.58 - $25.55 $975,905 - $1.06 Million
41,387 New
41,387 $978,000

Others Institutions Holding HEEM

# of Institutions
49
Shares Held
3.64M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEEM Quotes by TradingView
  • Ticker HEEM
  • Sector ETFs
  • Industry ETFs
More about HEEM
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