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
Apr 26, 2024 Q1 2024
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
13K
New
$408K - $455K
13K $454K
May 10, 2024 Q1 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
13K
New
$407K - $454K
13K $453K
May 09, 2024 Q1 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
13K
+ 166.33%
$407K - $454K
20.8K $724K
May 07, 2024 Q1 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
12.8K
+ 12.82%
$400K - $447K
113K $3.92M
May 13, 2024 Q1 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
12.6K
New
$394K - $439K
12.6K $438K
May 14, 2024 Q1 2024
Centaurus Financial, Inc.

BUY
 -
12.5K
+ 186.32%
$390K - $435K
19.2K $667K
Apr 22, 2024 Q1 2024
Rovin Capital

BUY
 -
12.4K
New
$386K - $431K
12.4K $430K
Apr 22, 2024 Q1 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
12.3K
New
$385K - $430K
12.3K $428K
May 15, 2024 Q1 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
12.2K
+ 4.21%
$382K - $426K
302K $10.5M
Apr 30, 2024 Q1 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
11.2K
New
$350K - $391K
11.2K $390K
Apr 25, 2024 Q1 2024
Capital Investment Advisory Services, LLC

BUY
 -
10.8K
+ 412.05%
$338K - $377K
13.4K $467K
Apr 15, 2024 Q1 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
10.5K
New
$329K - $367K
10.5K $366K
Apr 03, 2024 Q1 2024
Dentgroup LLC

BUY
 -
10.4K
New
$326K - $364K
10.4K $363K
May 14, 2024 Q1 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
10.3K
New
$322K - $359K
10.3K $358K
Apr 15, 2024 Q1 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.3K
+ 4.82%
$321K - $358K
223K $7.76M
Apr 25, 2024 Q1 2024
W Advisors, LLC

Germantown, TN
BUY
 -
9.87K
New
$309K - $344K
9.87K $344K
May 02, 2024 Q1 2024
Absolute Capital Management, LLC

BUY
 -
9.25K
New
$289K - $323K
9.25K $322K
May 01, 2024 Q1 2024
Hanlon Investment Management, Inc.

BUY
 -
9.15K
New
$286K - $319K
9.15K $318K
Apr 29, 2024 Q1 2024
Commonwealth Equity Services, LLC

BUY
 -
9.04K
+ 1.03%
$283K - $315K
884K $30.8M
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
8.98K
+ 13.59%
$281K - $314K
75.1K $2.61M
May 03, 2024 Q1 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
8.78K
+ 43.09%
$275K - $306K
29.1K $1.01M
Apr 29, 2024 Q1 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
8.69K
New
$272K - $303K
8.69K $302K
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

BUY
 -
8.46K
New
$265K - $295K
8.46K $294K
May 06, 2024 Q1 2024
Eq LLC

Mercer Island, WA
BUY
 -
8.43K
New
$264K - $294K
8.43K $293K
May 01, 2024 Q1 2024
Stone Point Wealth LLC

BUY
 -
8.32K
+ 19.14%
$260K - $291K
51.8K $1.8M
May 07, 2024 Q1 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
7.93K
New
$248K - $277K
7.93K $276K
Apr 24, 2024 Q1 2024
Demars Financial Group, LLC

BUY
 -
7.45K
+ 4.9%
$233K - $260K
159K $5.55M
Apr 18, 2024 Q1 2024
Sharkey, Howes & Javer

BUY
 -
7.34K
New
$230K - $256K
7.34K $255K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
7.34K
+ 23.19%
$230K - $256K
39K $1.36M
May 01, 2024 Q1 2024
Beacon Financial Advisory LLC

BUY
 -
7.19K
New
$225K - $251K
7.19K $250K
Apr 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.69K
+ 2.32%
$209K - $233K
295K $10.3M
May 14, 2024 Q1 2024
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
6.61K
New
$207K - $231K
6.61K $230K
May 07, 2024 Q1 2024
Thoroughbred Financial Services, LLC

BUY
 -
6.57K
+ 97.0%
$206K - $229K
13.3K $465K
May 07, 2024 Q1 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
6.28K
+ 6.93%
$197K - $219K
96.9K $3.37M
May 16, 2024 Q1 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
6.16K
New
$193K - $215K
6.16K $214K
May 13, 2024 Q1 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
6.15K
New
$192K - $215K
6.15K $214K
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
6.04K
+ 46.41%
$189K - $211K
19.1K $663K
May 13, 2024 Q1 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
5.96K
New
$187K - $208K
5.96K $208K
May 14, 2024 Q1 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
5.8K
New
$181K - $202K
5.8K $202K
Apr 23, 2024 Q1 2024
Moody Lynn & Lieberson, LLC

BUY
 -
5.75K
New
$180K - $201K
5.75K $200K
May 07, 2024 Q1 2024
First Heartland Consultants, Inc.

BUY
 -
5.47K
+ 34.06%
$171K - $191K
21.5K $749K
Oct 21, 2024 Q1 2024
Wt Wealth Management

BUY
 -
5.22K
+ 4.01%
$163K - $182K
135K $4.71M
Apr 24, 2024 Q1 2024
Private Trust CO Na

BUY
 -
4.84K
+ 852.82%
$152K - $169K
5.41K $188K
May 15, 2024 Q1 2024
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
4.81K
+ 4.53%
$151K - $168K
111K $3.86M
May 15, 2024 Q1 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
4.68K
New
$147K - $163K
4.68K $163K
May 15, 2024 Q1 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
4.68K
New
$146K - $163K
4.68K $163K
Apr 15, 2024 Q1 2024
Maltin Wealth Management, Inc.

BUY
 -
4.6K
+ 15.02%
$144K - $161K
35.2K $1.23M
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
4.52K
New
$142K - $158K
4.52K $157K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
3.98K
New
$125K - $139K
3.98K $139K

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