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

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

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 433,765 shares of HEFA stock, worth $17.8 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
433,765
Previous 433,765 -0.0%
Holding current value
$17.8 Million
Previous $16.5 Million 4.35%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Jul 22, 2025
SELL
$32.11 - $38.21 $1.57 Million - $1.87 Million
-49,023 Reduced 10.15%
433,765 $16.5 Million
Q1 2025

Apr 30, 2025
SELL
$34.83 - $37.52 $235,172 - $253,335
-6,752 Reduced 1.38%
482,788 $17.5 Million
Q3 2024

Oct 10, 2024
BUY
$32.34 - $35.85 $45,664 - $50,620
1,412 Added 0.29%
489,540 $17.3 Million
Q2 2024

Jul 10, 2024
BUY
$33.83 - $35.94 $6.43 Million - $6.83 Million
190,154 Added 63.82%
488,128 $17.4 Million
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
476
Shares Held
147M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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