Geller Advisors LLC Ishares Currency Hedged Msci E Transaction History

Geller Advisors LLC

$1.51 Billion
Q4 2024

A detailed history of Geller Advisors LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Geller Advisors LLC holds 18,192 shares of HEFA stock, worth $699,300. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,192

Previous 18,359 0.91%

Holding current value

$699,300

Previous $650,000 2.77%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$34.42 - $35.88 $5,748 - $5,991	-167 Reduced 0.91%	18,192 $632,000
Q3 2024 Nov 15, 2024	SELL	$32.34 - $35.85 $102,970 - $114,146	-3,184 Reduced 14.78%	18,359 $650,000
Q2 2024 Aug 13, 2024	BUY	$33.83 - $35.94 $105,752 - $112,348	3,126 Added 16.97%	21,543 $766,000
Q4 2023 Feb 14, 2024	SELL	$28.86 - $31.76 $332,640 - $366,065	-11,526 Reduced 38.49%	18,417 $580,000
Q3 2023 Nov 13, 2023	BUY	$29.54 - $30.96 $16,483 - $17,275	558 Added 1.9%	29,943 $901,000
Q2 2023 Aug 09, 2023	BUY	$29.32 - $31.08 $236,289 - $250,473	8,059 Added 37.79%	29,385 $910,000
Q1 2023 May 12, 2023	BUY	$27.47 - $29.65 $19,833 - $21,407	722 Added 3.5%	21,326 $628,000
Q4 2022 Feb 14, 2023	BUY	$27.0 - $34.09 $556,308 - $702,390	20,604 New	20,604 $556,000

Others Institutions Holding HEFA

# of Institutions

502

Shares Held

155M

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 Geller Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geller Advisors LLC with notifications on news.

Account

Geller Advisors LLC Ishares Currency Hedged Msci E Transaction History