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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.6K+ 15.02% |
$144K - $161K
|
35.2K
$1.31M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$142K - $158K
|
4.52K
$168K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.98KNew |
$125K - $139K
|
3.98K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.82KNew |
$119K - $133K
|
3.82K
$142K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.78KNew |
$118K - $132K
|
3.78K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.67KNew |
$115K - $128K
|
3.67K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.55KNew |
$111K - $124K
|
3.55K
$132K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.39K+ 2.23% |
$106K - $118K
|
155K
$5.76M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.37KNew |
$105K - $118K
|
3.37K
$125K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.18KNew |
$99.6K - $111K
|
3.18K
$118K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3KNew |
$94K - $105K
|
3K
$112K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.95K+ 9.41% |
$92.4K - $103K
|
34.3K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.31K+ 10.84% |
$72.3K - $80.7K
|
23.6K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.19KNew |
$68.6K - $76.5K
|
2.19K
$81.4K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.12K+ 49.84% |
$66.3K - $74K
|
6.37K
$237K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2.05KNew |
$64.2K - $71.6K
|
2.05K
$76.2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2K+ 357.78% |
$62.6K - $69.8K
|
2.56K
$95K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.86K+ 10.15% |
$58.3K - $65K
|
20.2K
$751K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.86KNew |
$58.1K - $64.8K
|
1.86K
$68.9K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.66KNew |
$51.8K - $57.8K
|
1.66K
$61.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.56K+ 18.69% |
$48.9K - $54.6K
|
9.93K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.3KNew |
$40.7K - $45.4K
|
1.3K
$48.3K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.29KNew |
$40.2K - $44.9K
|
1.29K
$47.7K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.28K+ 19.14% |
$39.9K - $44.5K
|
7.94K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.21K+ 76.74% |
$37.9K - $42.3K
|
2.79K
$104K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.19K+ 0.85% |
$37.1K - $41.4K
|
141K
$5.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.59% |
$34.5K - $38.5K
|
31.9K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.07K+ 0.96% |
$33.5K - $37.4K
|
113K
$4.18M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1KNew |
$31.3K - $34.9K
|
1K
$37.2K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
959+ 4.06% |
$30K - $33.5K
|
24.6K
$914K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
955+ 3.15% |
$29.9K - $33.3K
|
31.3K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
883New |
$27.6K - $30.8K
|
883
$32.8K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
874+ 11.74% |
$27.3K - $30.5K
|
8.32K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
798+ 0.27% |
$25K - $27.9K
|
300K
$11.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
786+ 3.76% |
$24.6K - $27.4K
|
21.7K
$805K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
768+ 30.65% |
$24K - $26.8K
|
3.27K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
762+ 138.8% |
$23.8K - $26.6K
|
1.31K
$48.7K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
727New |
$22.7K - $25.4K
|
727
$27K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
593+ 2.72% |
$18.6K - $20.7K
|
22.4K
$833K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
479+ 6.51% |
$15K - $16.7K
|
7.84K
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
430New |
$13.5K - $15K
|
430
$16K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
397New |
$12.4K - $13.9K
|
397
$14.7K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
396+ 45.21% |
$12.4K - $13.8K
|
1.27K
$47.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
380+ 3.72% |
$11.9K - $13.3K
|
10.6K
$393K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
349+ 4.3% |
$10.9K - $12.2K
|
8.46K
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
336+ 9.99% |
$10.5K - $11.7K
|
3.7K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
333+ 5.2% |
$10.4K - $11.6K
|
6.73K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
303+ 2.85% |
$9.48K - $10.6K
|
10.9K
$406K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
300+ 3.11% |
$9.39K - $10.5K
|
9.96K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
287+ 2.26% |
$8.98K - $10K
|
13K
$482K
|