Steward Partners Investment Advisory, LLC Ishares Currency Hedged Msci E Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 106,331 shares of HEFA stock, worth $4.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
106,331
Previous 151,747 29.93%
Holding current value
$4.09 Million
Previous $5.51 Million 26.7%
% of portfolio
0.03%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$32.11 - $38.21 $1.46 Million - $1.74 Million
-45,416 Reduced 29.93%
106,331 $4.04 Million
Q1 2025

May 13, 2025
BUY
$34.83 - $37.52 $4.08 Million - $4.39 Million
117,017 Added 336.93%
151,747 $5.51 Million
Q4 2024

Feb 06, 2025
BUY
$34.42 - $35.88 $979,076 - $1.02 Million
28,445 Added 452.59%
34,730 $1.21 Million
Q3 2024

Nov 14, 2024
SELL
$32.34 - $35.85 $1.6 Million - $1.78 Million
-49,541 Reduced 88.74%
6,285 $222,000
Q2 2024

Aug 08, 2024
SELL
$33.83 - $35.94 $923,186 - $980,766
-27,289 Reduced 32.83%
55,826 $1.99 Million
Q1 2024

May 15, 2024
BUY
$31.29 - $34.9 $2.56 Million - $2.86 Million
81,828 Added 6358.04%
83,115 $2.9 Million
Q4 2023

Feb 12, 2024
BUY
$28.86 - $31.76 $5,079 - $5,589
176 Added 15.84%
1,287 $40,000
Q3 2023

Nov 13, 2023
SELL
$29.54 - $30.96 $6,794 - $7,120
-230 Reduced 17.15%
1,111 $33,000
Q1 2023

May 15, 2023
BUY
$27.47 - $29.65 $25,492 - $27,515
928 Added 224.7%
1,341 $39,000
Q2 2021

Aug 13, 2021
SELL
$33.05 - $35.02 $6,543 - $6,933
-198 Reduced 32.41%
413 $14,000
Q3 2020

Oct 30, 2020
BUY
$26.72 - $28.26 $320 - $339
12 Added 2.0%
611 $17,000
Q2 2020

Aug 06, 2020
SELL
$23.2 - $28.74 $7,493 - $9,283
-323 Reduced 35.03%
599 $17,000
Q4 2019

Jan 17, 2020
SELL
$28.97 - $31.38 $89,575 - $97,026
-3,092 Reduced 77.03%
922 $28,000
Q3 2019

Oct 30, 2019
SELL
$27.78 - $30.19 $30,252 - $32,876
-1,089 Reduced 21.34%
4,014 $120,000
Q2 2019

Jul 25, 2019
BUY
$28.47 - $29.96 $145,282 - $152,885
5,103 New
5,103 $152,000
Q4 2018

Jan 15, 2019
SELL
$25.29 - $30.05 $15,603 - $18,540
-617 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
$28.75 - $30.09 $10,436 - $10,922
-363 Reduced 37.04%
617 $18,000
Q2 2018

Jul 20, 2018
SELL
$28.27 - $30.76 $255,928 - $278,470
-9,053 Reduced 90.23%
980 $29,000
Q1 2018

Apr 20, 2018
BUY
$27.69 - $30.85 $242,758 - $270,461
8,767 Added 692.5%
10,033 $288,000
Q4 2017

Jan 19, 2018
SELL
$29.04 - $30.17 $2,090 - $2,172
-72 Reduced 5.38%
1,266 $37,000
Q3 2017

Nov 22, 2017
BUY
$28.62 - $28.94 $2,060 - $2,083
72 Added 5.69%
1,338 $38,000
Q1 2017

Nov 22, 2017
SELL
N/A
-2,170 Reduced 63.15%
1,266 $34,000
Q4 2016

Nov 22, 2017
BUY
N/A
3,436
3,436 $89,000

Others Institutions Holding HEFA

# of Institutions
500
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

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