Valmark Advisers, Inc. Ishares Currency Hedged Msci E Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Valmark Advisers, Inc. holds 29,797 shares of HEFA stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

29,797

Previous 28,988 2.79%

Holding current value

$1.08 Million

Previous $1.03 Million 0.88%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$34.42 - $35.88 $27,845 - $29,026	809 Added 2.79%	29,797 $1.04 Million
Q3 2024 Oct 25, 2024	SELL	$32.34 - $35.85 $1,228 - $1,362	-38 Reduced 0.13%	28,988 $1.03 Million
Q2 2024 Jul 31, 2024	BUY	$33.83 - $35.94 $217,087 - $230,626	6,417 Added 28.38%	29,026 $1.03 Million
Q1 2024 May 03, 2024	SELL	$31.29 - $34.9 $10,419 - $11,621	-333 Reduced 1.45%	22,609 $788,000
Q4 2023 Feb 02, 2024	BUY	$28.86 - $31.76 $46,695 - $51,387	1,618 Added 7.59%	22,942 $722,000
Q3 2023 Nov 07, 2023	BUY	$29.54 - $30.96 $53,851 - $56,440	1,823 Added 9.35%	21,324 $641,000
Q2 2023 Aug 02, 2023	SELL	$29.32 - $31.08 $58,610 - $62,128	-1,999 Reduced 9.3%	19,501 $604,000
Q1 2023 May 01, 2023	BUY	$27.47 - $29.65 $1,593 - $1,719	58 Added 0.27%	21,500 $633,000
Q4 2022 Feb 06, 2023	BUY	$27.0 - $34.09 $2,673 - $3,374	99 Added 0.46%	21,442 $578,000
Q3 2022 Nov 02, 2022	SELL	$29.89 - $33.24 $53,353 - $59,333	-1,785 Reduced 7.72%	21,343 $638,000
Q2 2022 Aug 01, 2022	BUY	$31.04 - $34.59 $381,667 - $425,318	12,296 Added 113.52%	23,128 $736,000
Q1 2022 May 10, 2022	BUY	$30.88 - $35.96 $334,492 - $389,518	10,832 New	10,832 $368,000

Others Institutions Holding HEFA

# of Institutions

451

Shares Held

147M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
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Valmark Advisers, Inc. Ishares Currency Hedged Msci E Transaction History