Valley National Advisers Inc Ishares Currency Hedged Msci E Transaction History

Valley National Advisers Inc

$674 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$27.78 - $34.79 $9,639 - $12,072	-347 Reduced 44.49%	433 $13,000
Q2 2021 Aug 02, 2021	BUY	$34.59 - $36.91 $26,980 - $28,789	780 New	780 $28,000

Others Institutions Holding HEZU

# of Institutions

61

Shares Held

6.9M

Call Options Held

29.7K

Put Options Held

0

Black Rock Inc. New York, NY

1.21M
Shares

$42.9 Million
0.0% of portfolio
Permanens Capital L.P. New York, NY

1.01M
Shares

$35.9 Million
4.58% of portfolio
Jpmorgan Chase & CO New York, NY

444K
Shares

$15.7 Million
0.0% of portfolio
Connecticut Wealth Management, LLC

387K
Shares

$13.7 Million
0.76% of portfolio
Robertson Stephens Wealth Management, LLC San Francisco, CA

340K
Shares

$12 Million
0.63% of portfolio

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEZU
Sector ETFs
Industry ETFs

More about HEZU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.