Cypress Financial Planning LLC Ishares Currency Hedged Msci E Transaction History

Cypress Financial Planning LLC

$270 Million
Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Cypress Financial Planning LLC holds 9,252 shares of HEFA stock, worth $327,243. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,252

Previous 9,238 0.15%

Holding current value

$327,243

Previous $328,000 0.3%

% of portfolio

0.12%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$32.34 - $35.85 $452 - $501	14 Added 0.15%	9,252 $327,000
Q2 2024 Jul 16, 2024	SELL	$33.83 - $35.94 $1,150 - $1,221	-34 Reduced 0.37%	9,238 $328,000
Q1 2024 Apr 12, 2024	SELL	$31.29 - $34.9 $10,638 - $11,866	-340 Reduced 3.54%	9,272 $323,000
Q4 2023 Jan 09, 2024	SELL	$28.86 - $31.76 $50,793 - $55,897	-1,760 Reduced 15.48%	9,612 $302,000
Q3 2023 Oct 10, 2023	SELL	$29.54 - $30.96 $11,816 - $12,384	-400 Reduced 3.4%	11,372 $342,000
Q2 2023 Jul 11, 2023	SELL	$29.32 - $31.08 $5,072 - $5,376	-173 Reduced 1.45%	11,772 $364,000
Q4 2022 Jan 30, 2023	SELL	$27.0 - $34.09 $4,455 - $5,624	-165 Reduced 1.36%	11,945 $322,000
Q3 2022 Oct 13, 2022	SELL	$29.89 - $33.24 $19,249 - $21,406	-644 Reduced 5.05%	12,110 $362,000
Q2 2022 Jul 20, 2022	BUY	$31.04 - $34.59 $395,884 - $441,160	12,754 New	12,754 $406,000

Others Institutions Holding HEFA

# of Institutions

445

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

More about HEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Account

Cypress Financial Planning LLC Ishares Currency Hedged Msci E Transaction History