Robertson Stephens Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History

Robertson Stephens Wealth Management, LLC

$2.7 Billion
Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,725 shares of HEFA stock, worth $199,229. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,725

Previous 19,782 71.06%

Holding current value

$199,229

Previous $703,000 71.27%

% of portfolio

0.01%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$32.34 - $35.85 $454,603 - $503,943	-14,057 Reduced 71.06%	5,725 $202,000
Q2 2024 Aug 13, 2024	BUY	$33.83 - $35.94 $163,974 - $174,201	4,847 Added 32.45%	19,782 $703,000
Q1 2024 May 15, 2024	BUY	$31.29 - $34.9 $467,316 - $521,231	14,935 New	14,935 $520,000
Q3 2019 Nov 14, 2019	SELL	$27.78 - $30.19 $391,170 - $425,105	-14,081 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$25.55 - $29.02 $22,535 - $25,595	-882 Reduced 5.89%	14,081 $407,000
Q4 2018 Feb 12, 2019	BUY	$25.29 - $30.05 $378,414 - $449,638	14,963 New	14,963 $386,000

Others Institutions Holding HEFA

# of Institutions

410

Shares Held

138M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
Sector ETFs
Industry ETFs

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Robertson Stephens Wealth Management, LLC Ishares Currency Hedged Msci E Transaction History