Purchases and Sales Made in Q4 2024 in Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
165KNew |
$4.45M - $4.9M
|
165K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.2K+ 42.01% |
$2.47M - $2.72M
|
308K
$8.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41K+ 5.65% |
$1.11M - $1.22M
|
768K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8K+ 307.93% |
$777K - $857K
|
38.1K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.6K+ 13.1% |
$745K - $821K
|
238K
$6.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
14.3KNew |
$387K - $427K
|
14.3K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.6KNew |
$313K - $345K
|
11.6K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6KNew |
$288K - $317K
|
10.6K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1KNew |
$273K - $301K
|
10.1K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.4K+ 2.62% |
$200K - $220K
|
290K
$8.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.38K+ 48.64% |
$173K - $190K
|
19.5K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.63K+ 150.64% |
$152K - $168K
|
9.36K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.06K+ 5.33% |
$137K - $151K
|
100K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.4KNew |
$91.8K - $101K
|
3.4K
$95.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63KNew |
$44.1K - $48.6K
|
1.63K
$45.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
460New |
$12.4K - $13.7K
|
460
$12.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
220+ 0.35% |
$5.95K - $6.55K
|
63K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
34+ 0.07% |
$919 - $1.01K
|
49K
$1.38M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$487 - $536
|
18
$506
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
13New |
$351 - $387
|
13
$366
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 1.65% |
$108 - $119
|
246
$6.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-113- 9.27% |
$3.05K - $3.37K
|
1.11K
$31.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-254- 6.91% |
$6.87K - $7.56K
|
3.42K
$96.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-843- 2.02% |
$22.8K - $25.1K
|
40.9K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.37K- 12.0% |
$37.1K - $40.9K
|
10.1K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.77K- 0.55% |
$47.9K - $52.7K
|
319K
$8.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.9K- 9.98% |
$51.3K - $56.5K
|
17.1K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.42K- 1.43% |
$147K - $161K
|
373K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.69K- 15.59% |
$181K - $199K
|
36.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.1K- 61.89% |
$517K - $569K
|
11.8K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 44.41% |
$530K - $584K
|
24.6K
$691K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-84.2K- 65.12% |
$2.28M - $2.51M
|
45.1K
$1.27M
|