Vertex Planning Partners, LLC Ishares Currency Hedged Msci E Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 239,831 shares of HEFA stock, worth $9.77 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
239,831
Previous 275,303 12.88%
Holding current value
$9.77 Million
Previous $9.99 Billion 8.88%
% of portfolio
1.9%
Previous 2.18%

Shares

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

Aug 13, 2025
SELL
$32.11 - $38.21 $1.14 Million - $1.36 Million
-35,472 Reduced 12.88%
239,831 $9.1 Billion
Q1 2025

May 14, 2025
BUY
$34.83 - $37.52 $1.74 Million - $1.88 Million
50,083 Added 22.24%
275,303 $9.99 Billion
Q4 2024

Feb 12, 2025
BUY
$34.42 - $35.88 $7.75 Million - $8.08 Million
225,220 New
225,220 $7.83 Billion
Q2 2024

Aug 13, 2024
SELL
$33.83 - $35.94 $412,658 - $438,396
-12,198 Reduced 26.2%
34,357 $1.22 Billion
Q1 2024

May 13, 2024
BUY
$31.29 - $34.9 $1.46 Million - $1.62 Million
46,555 New
46,555 $1.62 Billion

Others Institutions Holding HEFA

# of Institutions
501
Shares Held
154M
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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