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 $322,339. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,252

Previous 9,238 0.15%

Holding current value

$322,339

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

410

Shares Held

137M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
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Cypress Financial Planning LLC Ishares Currency Hedged Msci E Transaction History