Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 2.5M shares of HEFA (ISHARES TR), worth $103M as of 2025-Q4. The position was increased (++4.0% shares). HEFA represents 0.8% of Waverly Advisors, LLC's portfolio.
Current Value
$103M
Current Shares
2.5M
Total Value Change
+$101.6M
Total Shares Change
+2.5M
Other major holders of HEFA: GOLDMAN SACHS GROUP INC
Increased |
| 2.5M |
+4.0% |
| $103M |
| 0.8% |
| $41.54 |
44 |
| 2025-Q3 | Increased | 2.4M | +9.8% | $94.9M | 0.9% | $38.37 | 46 |
| 2025-Q2 | Increased | 2.2M | +11.8% | $82.8M | 0.9% | $36.43 | 47 |
| 2025-Q1 | Increased | 2M | +2115.8% | $70.8M | 0.9% | $34.94 | 67 |
| 2024-Q4 | Increased | 88,097 | +38.9% | $3.1M | 0.0% | $33.10 | 35 |
| 2024-Q3 | Increased | 63,407 | +56.2% | $2.2M | 0.0% | $33.34 | 37 |
| 2024-Q2 | New | 40,602 | - | $1.4M | 0.0% | $32.95 | 35 |