Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 3.6M shares of HEFA (ISHARES TR), worth $147M as of 2025-Q4. The position was decreased (-15.3% shares). HEFA represents 1.4% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$147M
Current Shares
3.6M
Total Value Change
-$4.4M
Total Shares Change
-702,496
Other major holders of HEFA: GOLDMAN SACHS GROUP INC
Decreased |
| 3.6M |
-15.3% |
| $147M |
| 1.4% |
| $41.54 |
0 |
| 2025-Q3 | Increased | 4.2M | +15.3% | $166.2M | 2.2% | $38.37 | 60 |
| 2025-Q2 | Decreased | 3.6M | -6.3% | $138.1M | 2.4% | $36.43 | 0 |
| 2025-Q1 | Decreased | 3.9M | -13.0% | $140.9M | 2.3% | $34.94 | 0 |
| 2024-Q4 | New | 4.5M | - | $155M | 2.7% | $33.10 | 78 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $33.34 | 0 |
| 2024-Q2 | Decreased | 4.3M | -0.1% | $151.4M | 4.5% | $32.95 | 0 |