Purchases and Sales Made in Q1 2024 in Ishares Currency Hedged Msci E (HEFA)
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 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
68KNew |
$2.13M - $2.37M
|
68K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.8K+ 377.04% |
$2.12M - $2.37M
|
85.8K
$3.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
67.6KNew |
$2.12M - $2.36M
|
67.6K
$2.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
66.2KNew |
$2.07M - $2.31M
|
66.2K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.1KNew |
$2.01M - $2.24M
|
64.1K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
61.8K+ 25.44% |
$1.93M - $2.16M
|
305K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
61.5K+ 502.76% |
$1.92M - $2.15M
|
73.7K
$2.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
61K+ 16.26% |
$1.91M - $2.13M
|
436K
$15.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
59.9K+ 1296.39% |
$1.87M - $2.09M
|
64.5K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
58.2KNew |
$1.82M - $2.03M
|
58.2K
$2.05M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
57.8K+ 7.87% |
$1.81M - $2.02M
|
792K
$27.9M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57.1KNew |
$1.79M - $1.99M
|
57.1K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56.1KNew |
$1.76M - $1.96M
|
56.1K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55.8KNew |
$1.75M - $1.95M
|
55.8K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
53.2KNew |
$1.66M - $1.86M
|
53.2K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
50KNew |
$1.57M - $1.75M
|
50K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.5KNew |
$1.55M - $1.73M
|
49.5K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49.1KNew |
$1.54M - $1.71M
|
49.1K
$1.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
49.1KNew |
$1.54M - $1.71M
|
49.1K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.6K+ 46.35% |
$1.49M - $1.66M
|
150K
$5.29M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
46.6K+ 8.56% |
$1.46M - $1.62M
|
591K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
46.6KNew |
$1.46M - $1.62M
|
46.6K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
46.2K+ 1657.8% |
$1.45M - $1.61M
|
49K
$1.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
45.6KNew |
$1.43M - $1.59M
|
45.6K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
45.2KNew |
$1.42M - $1.58M
|
45.2K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
44.6K+ 320.06% |
$1.39M - $1.56M
|
58.5K
$2.06M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44.2KNew |
$1.38M - $1.54M
|
44.2K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.2K+ 2.53% |
$1.35M - $1.51M
|
1.75M
$61.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42.4K+ 237.62% |
$1.33M - $1.48M
|
60.3K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41.7KNew |
$1.31M - $1.46M
|
41.7K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
41.1KNew |
$1.29M - $1.43M
|
41.1K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
41KNew |
$1.28M - $1.43M
|
41K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40.9KNew |
$1.28M - $1.43M
|
40.9K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
40.3K+ 49.39% |
$1.26M - $1.41M
|
122K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
38.9KNew |
$1.22M - $1.36M
|
38.9K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
38.9KNew |
$1.22M - $1.36M
|
38.9K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
38.8K+ 8.68% |
$1.21M - $1.35M
|
485K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
38.3KNew |
$1.2M - $1.34M
|
38.3K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
37.3KNew |
$1.17M - $1.3M
|
37.3K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
36.8KNew |
$1.15M - $1.29M
|
36.8K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
36.2KNew |
$1.13M - $1.26M
|
36.2K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.1K+ 168.33% |
$1.13M - $1.26M
|
57.6K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
36.1KNew |
$1.13M - $1.26M
|
36.1K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
36.1K+ 30.58% |
$1.13M - $1.26M
|
154K
$5.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
36KNew |
$1.13M - $1.26M
|
36K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.7K+ 47.59% |
$1.12M - $1.25M
|
111K
$3.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
35.5KNew |
$1.11M - $1.24M
|
35.5K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.9KNew |
$1.09M - $1.22M
|
34.9K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.2K+ 32.46% |
$1.07M - $1.19M
|
140K
$4.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
31.5KNew |
$987K - $1.1M
|
31.5K
$1.11M
|