W Advisors, LLC Ishares Currency Hedged Msci E Transaction History

W Advisors, LLC

$158 Million
Q1 2025

A detailed history of W Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, W Advisors, LLC holds 8,446 shares of HEFA stock, worth $318,752. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,446

Holding current value

$318,752

% of portfolio

0.19%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$34.83 - $37.52 $294,174 - $316,893	8,446 New	8,446 $306,000
Q2 2024 Aug 06, 2024	SELL	$33.83 - $35.94 $10,419 - $11,069	-308 Reduced 3.12%	9,563 $340,000
Q1 2024 Apr 25, 2024	BUY	$31.29 - $34.9 $308,863 - $344,497	9,871 New	9,871 $344,000

Others Institutions Holding HEFA

# of Institutions

553

Shares Held

199M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

51.3M
Shares

$1.94 Billion
0.31% of portfolio
Envestnet Asset Management Inc

20.8M
Shares

$786 Million
0.25% of portfolio
Jpmorgan Chase & CO New York, NY

8.74M
Shares

$330 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

7.97M
Shares

$301 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

6.09M
Shares

$230 Million
3.97% of portfolio

View Full List

About ISHARES CURRENCY HEDGED MSCI E

Ticker HEFA
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