Ivc Wealth Advisors LLC Ishares Currency Hedged Msci E Transaction History
Ivc Wealth Advisors LLC
- $221 Million
- Q3 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 104,001 shares of HEFA stock, worth $4.24 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
104,001
Previous 102,602
1.36%
Holding current value
$4.24 Million
Previous $3.89 Million
5.78%
% of portfolio
1.87%
Previous 1.92%
Shares
3 transactions
Others Institutions Holding HEFA
# of Institutions
501Shares Held
154MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48MShares$1.96 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$356 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$289 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$270 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.41MShares$220 Million0.07% of portfolio