Valeo Financial Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Valeo Financial Advisors, LLC

$3.34 Billion
Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 297,974 shares of HEFA stock, worth $10.6 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

297,974

Previous 299,849 0.63%

Holding current value

$10.6 Million

Previous $10.5 Million 0.62%

% of portfolio

0.31%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$31.29 - $34.9 $58,668 - $65,437	-1,875 Reduced 0.63%	297,974 $10.4 Million
Q4 2023 Jan 29, 2024	BUY	$28.86 - $31.76 $298,412 - $328,398	10,340 Added 3.57%	299,849 $9.45 Million
Q3 2023 Oct 19, 2023	BUY	$29.54 - $30.96 $3.96 Million - $4.15 Million	133,998 Added 86.17%	289,509 $8.71 Million
Q2 2023 Jul 14, 2023	BUY	$29.32 - $31.08 $254,380 - $269,650	8,676 Added 5.91%	155,511 $4.82 Million
Q1 2023 Apr 17, 2023	BUY	$27.47 - $29.65 $2.61 Million - $2.82 Million	95,125 Added 183.96%	146,835 $4.33 Million

Q4 2022 Feb 09, 2023	BUY	$27.0 - $34.09 $1.4 Million - $1.76 Million	51,710 New	51,710 $1.4 Million

Others Institutions Holding HEFA

# of Institutions

418

Shares Held

179M

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

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Account

Valeo Financial Advisors, LLC Ishares Currency Hedged Msci E Transaction History