A detailed history of Family Asset Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Family Asset Management, LLC holds 5,080 shares of HEFA stock, worth $175,717. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,080
Previous 5,947 14.58%
Holding current value
$175,717
Previous $207 Million 12.93%
% of portfolio
0.12%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$33.83 - $35.94 $29,330 - $31,159
-867 Reduced 14.58%
5,080 $181 Million
Q4 2023

Feb 06, 2024

SELL
$28.86 - $31.76 $258,556 - $284,537
-8,959 Reduced 60.1%
5,947 $187 Million
Q3 2023

Nov 02, 2023

SELL
$29.54 - $30.96 $89,594 - $93,901
-3,033 Reduced 16.91%
14,906 $449 Million
Q2 2023

Jul 27, 2023

SELL
$29.32 - $31.08 $669,815 - $710,022
-22,845 Reduced 56.01%
17,939 $556 Million
Q1 2023

May 03, 2023

BUY
$27.47 - $29.65 $1.08 Million - $1.16 Million
39,265 Added 2584.92%
40,784 $1.2 Billion
Q4 2022

Jan 18, 2023

BUY
$27.0 - $34.09 $41,013 - $51,782
1,519 New
1,519 $41 Million

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Family Asset Management, LLC Portfolio

Follow Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Asset Management, LLC with notifications on news.