A detailed history of Western Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Western Wealth Management, LLC holds 8,320 shares of HEFA stock, worth $295,110. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,320
Previous 7,446 11.74%
Holding current value
$295,110
Previous $234,000 23.93%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$31.29 - $34.9 $27,347 - $30,502
874 Added 11.74%
8,320 $290,000
Q4 2023

Jan 31, 2024

BUY
$28.86 - $31.76 $5,800 - $6,383
201 Added 2.77%
7,446 $234,000
Q3 2023

Nov 07, 2023

SELL
$29.54 - $30.96 $18,935 - $19,845
-641 Reduced 8.13%
7,245 $218,000
Q2 2023

Aug 30, 2023

BUY
$29.32 - $31.08 $15,774 - $16,721
538 Added 7.32%
7,886 $244,000
Q1 2023

Aug 30, 2023

BUY
$27.47 - $29.65 $201,849 - $217,868
7,348 New
7,348 $216,000
Q3 2022

Nov 04, 2022

SELL
$30.39 - $33.24 $7,050 - $7,711
-232 Reduced 1.82%
12,535 $375,000
Q2 2022

Jul 18, 2022

SELL
$31.04 - $34.59 $121,180 - $135,039
-3,904 Reduced 23.42%
12,767 $407,000
Q1 2022

May 10, 2022

BUY
$30.88 - $35.96 $227,029 - $264,377
7,352 Added 78.89%
16,671 $566,000
Q4 2021

Feb 14, 2022

SELL
$33.99 - $36.33 $85,926 - $91,842
-2,528 Reduced 21.34%
9,319 $330,000
Q2 2021

Aug 09, 2021

SELL
$33.05 - $35.02 $33 - $35
-1 Reduced 0.01%
11,847 $409,000
Q4 2020

Feb 10, 2021

BUY
$26.45 - $30.76 $4,655 - $5,413
176 Added 1.51%
11,848 $361,000
Q3 2020

Oct 27, 2020

BUY
$26.72 - $28.26 $71,689 - $75,821
2,683 Added 29.85%
11,672 $322,000
Q2 2020

Jul 20, 2020

SELL
$23.2 - $28.74 $9,581 - $11,869
-413 Reduced 4.39%
8,989 $248,000
Q1 2020

Apr 27, 2020

SELL
$21.23 - $31.4 $21 - $31
-1 Reduced 0.01%
9,402 $226,000
Q4 2019

Feb 10, 2020

BUY
$28.97 - $31.38 $15,441 - $16,725
533 Added 6.01%
9,403 $287,000
Q3 2019

Nov 08, 2019

BUY
$27.78 - $30.19 $3,416 - $3,713
123 Added 1.41%
8,870 $265,000
Q1 2019

May 10, 2019

BUY
$25.55 - $29.02 $223,485 - $253,837
8,747 New
8,747 $252,000

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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