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 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.1K+ 4.6% |
$972K - $1.08M
|
707K
$24.9M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31K+ 317.0% |
$971K - $1.08M
|
40.8K
$1.44M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
30.6KNew |
$956K - $1.07M
|
30.6K
$1.07M
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
30.5KNew |
$955K - $1.07M
|
30.5K
$1.07M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.2KNew |
$946K - $1.05M
|
30.2K
$1.06M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
30.1K+ 13.94% |
$942K - $1.05M
|
246K
$8.65M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.8KNew |
$933K - $1.04M
|
29.8K
$1.05M
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.5KNew |
$922K - $1.03M
|
29.5K
$1.04M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.5K+ 18029.75% |
$891K - $994K
|
28.6K
$1.01M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 70.25% |
$832K - $928K
|
64.4K
$2.27M
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
25.1KNew |
$786K - $877K
|
25.1K
$884K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.9KNew |
$778K - $868K
|
24.9K
$875K
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
24.3K+ 24.46% |
$760K - $847K
|
124K
$4.34M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
24KNew |
$750K - $837K
|
24K
$843K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.4KNew |
$732K - $816K
|
23.4K
$822K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22.3K+ 3717.83% |
$698K - $779K
|
22.9K
$806K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
22KNew |
$689K - $769K
|
22K
$775K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.9K+ 19.02% |
$684K - $763K
|
137K
$4.81M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
21.8KNew |
$681K - $759K
|
21.8K
$765K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.6KNew |
$675K - $753K
|
21.6K
$759K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.4K+ 201.69% |
$668K - $746K
|
32K
$1.12M
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
21.2KNew |
$663K - $739K
|
21.2K
$745K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.9KNew |
$654K - $729K
|
20.9K
$735K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
20.8K+ 31.81% |
$651K - $726K
|
86.2K
$3.03M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.6KNew |
$645K - $720K
|
20.6K
$725K
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
19.4KNew |
$606K - $676K
|
19.4K
$681K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
19.3KNew |
$603K - $673K
|
19.3K
$678K
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
19KNew |
$596K - $665K
|
19K
$670K
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
19KNew |
$595K - $663K
|
19K
$668K
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
18.9KNew |
$591K - $660K
|
18.9K
$665K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18.8KNew |
$588K - $656K
|
18.8K
$661K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
18.7KNew |
$585K - $653K
|
18.7K
$658K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
18.2KNew |
$568K - $634K
|
18.2K
$639K
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18KNew |
$563K - $628K
|
18K
$633K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
17KNew |
$531K - $593K
|
17K
$597K
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
16.7KNew |
$523K - $583K
|
16.7K
$588K
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16.3KNew |
$511K - $570K
|
16.3K
$574K
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16KNew |
$501K - $558K
|
16K
$563K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
15.9K+ 78.65% |
$497K - $554K
|
36.1K
$1.27M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15.8K+ 21.88% |
$493K - $550K
|
87.8K
$3.09M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.6KNew |
$487K - $544K
|
15.6K
$548K
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
15KNew |
$470K - $524K
|
15K
$528K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.9KNew |
$467K - $521K
|
14.9K
$525K
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
14.9K+ 106.55% |
$466K - $519K
|
28.8K
$1.01M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
14.6K+ 41.4% |
$457K - $509K
|
49.8K
$1.75M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
14.2K+ 5.12% |
$444K - $495K
|
291K
$10.2M
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.9KNew |
$436K - $486K
|
13.9K
$490K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.8KNew |
$430K - $480K
|
13.8K
$484K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13.7KNew |
$428K - $477K
|
13.7K
$481K
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13.7KNew |
$427K - $476K
|
13.7K
$480K
|