Purchases and Sales Made in Q1 2024 in Ishares Currency Hedged Msci E (HEFA)

HEFA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 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
May 13, 2024 Q1 2024
Envestnet Asset Management Inc

BUY
 -
21.4M
+ 352.29%
$671M - $748M
27.5M $957M
May 10, 2024 Q1 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.75M
+ 374.79%
$148M - $166M
6.01M $209M
May 15, 2024 Q1 2024
Dynasty Wealth Management, LLC

St. Petersburg, FL
BUY
 -
4.26M
New
$133M - $149M
4.26M $148M
May 10, 2024 Q1 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.14M
+ 108.91%
$129M - $144M
7.94M $276M
May 06, 2024 Q1 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
3.19M
+ 8608.12%
$99.8M - $111M
3.23M $112M
Apr 05, 2024 Q1 2024
Cwm, LLC

BUY
 -
2.7M
New
$84.3M - $94.1M
2.7M $93.7M
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

BUY
 -
2.26M
New
$70.7M - $78.9M
2.26M $78.6M
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2M
New
$62.7M - $69.9M
2M $69.7M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
1.75M
+ 64.71%
$54.9M - $61.2M
4.46M $155M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
1.75M
+ 64.71%
$54.9M - $61.2M
4.46M $155M
May 14, 2024 Q1 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.66M
+ 1666.45%
$51.9M - $57.9M
1.76M $61.2M
May 01, 2024 Q1 2024
Janney Montgomery Scott LLC

BUY
 -
1.23M
+ 1066.3%
$38.4M - $42.8M
1.34M $46.6M
May 10, 2024 Q1 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
834K
+ 10833.2%
$26.1M - $29.1M
841K $29.3M
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
821K
+ 147.85%
$25.7M - $28.6M
1.38M $47.8M
Apr 30, 2024 Q1 2024
Jb Capital LLC

BUY
 -
733K
New
$22.9M - $25.6M
733K $25.5M
May 15, 2024 Q1 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
699K
+ 52.32%
$21.9M - $24.4M
2.03M $70.7M
May 10, 2024 Q1 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
611K
+ 69.31%
$19.1M - $21.3M
1.49M $51.9M
May 01, 2024 Q1 2024
First Interstate Bank

Billings, MT
BUY
 -
589K
+ 33.15%
$18.4M - $20.6M
2.37M $82.3M
May 15, 2024 Q1 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
572K
+ 12.28%
$17.9M - $20M
5.23M $182M
May 14, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
542K
+ 4167.55%
$17M - $18.9M
555K $19.3M
May 14, 2024 Q1 2024
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
486K
+ 13.16%
$15.2M - $17M
4.18M $145M
May 13, 2024 Q1 2024
Foundations Investment Advisors, LLC

BUY
 -
456K
+ 6844.85%
$14.3M - $15.9M
463K $16.1M
May 14, 2024 Q1 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
416K
+ 5898.13%
$13M - $14.5M
424K $14.7M
May 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
385K
+ 354.82%
$12M - $13.4M
493K $17.2M
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
366K
+ 43191.16%
$11.5M - $12.8M
367K $12.8M
Apr 15, 2024 Q1 2024
Advocacy Wealth Management Services, LLC

BUY
 -
366K
New
$11.4M - $12.8M
366K $12.7M
Apr 12, 2024 Q1 2024
Austin Private Wealth, LLC

BUY
 -
293K
New
$9.17M - $10.2M
293K $10.2M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
287K
+ 106.68%
$8.97M - $10M
556K $19.3M
May 21, 2024 Q1 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
286K
+ 538.19%
$8.96M - $10M
340K $11.8M
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
254K
+ 230.49%
$7.95M - $8.86M
364K $12.7M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
241K
+ 999.79%
$7.54M - $8.41M
265K $9.22M
May 14, 2024 Q1 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
235K
New
$7.35M - $8.2M
235K $8.17M
Oct 29, 2024 Q1 2024
Cypress Capital, LLC

BUY
 -
224K
+ 2655.7%
$7.02M - $7.83M
233K $8.09M
May 06, 2024 Q1 2024
Stokes Family Office, LLC

BUY
 -
210K
New
$6.56M - $7.32M
210K $7.3M
May 15, 2024 Q1 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
208K
New
$6.52M - $7.27M
208K $7.25M
Apr 24, 2024 Q1 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
192K
+ 19.12%
$6M - $6.69M
1.2M $41.6M
May 10, 2024 Q1 2024
Truist Financial Corp

BUY
 -
189K
+ 2804.93%
$5.91M - $6.59M
196K $6.8M
May 24, 2024 Q1 2024
Invst, LLC

Indianapolis, IN
BUY
 -
188K
New
$5.87M - $6.55M
188K $6.52M
Oct 17, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
182K
+ 4.26%
$5.71M - $6.37M
4.46M $155M
May 10, 2024 Q1 2024
Black Rock Inc.

New York, NY
BUY
 -
175K
+ 3729.99%
$5.48M - $6.12M
180K $6.26M
May 10, 2024 Q1 2024
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
172K
New
$5.4M - $6.02M
172K $6M
May 13, 2024 Q1 2024
Coldstream Capital Management Inc

BUY
 -
171K
+ 3.93%
$5.36M - $5.98M
4.53M $158M
Apr 17, 2024 Q1 2024
Steel Peak Wealth Management LLC

BUY
 -
171K
New
$5.35M - $5.96M
171K $5.94M
May 15, 2024 Q1 2024
Stone House Investment Management, LLC

BUY
 -
167K
New
$5.23M - $5.84M
167K $5.82M
May 07, 2024 Q1 2024
Us Bancorp \De\

BUY
 -
166K
+ 14.43%
$5.21M - $5.81M
1.32M $45.9M
May 06, 2024 Q1 2024
Merit Financial Group, LLC

BUY
 -
164K
New
$5.12M - $5.71M
164K $5.69M
May 14, 2024 Q1 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
162K
New
$5.06M - $5.64M
162K $5.62M
Apr 17, 2024 Q1 2024
Pettinga Financial Advisors, LLC

BUY
 -
157K
New
$4.91M - $5.48M
157K $5.46M
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
156K
+ 12491.75%
$4.88M - $5.45M
157K $5.47M

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