Ivc Wealth Advisors LLC Ishares Currency Hedged Msci E Transaction History
Ivc Wealth Advisors LLC
- $203 Million
- Q2 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 102,602 shares of HEFA stock, worth $3.94 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
102,602
Previous 85,923
19.41%
Holding current value
$3.94 Million
Previous $3.14 Million
23.93%
% of portfolio
1.92%
Previous 1.71%
Shares
2 transactions
Others Institutions Holding HEFA
# of Institutions
502Shares Held
155MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY48MShares$1.85 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.74MShares$336 Million0.02% of portfolio
-
Envestnet Asset Management Inc7.09MShares$272 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$254 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.41MShares$208 Million0.07% of portfolio