Purchases and Sales Made in Q2 2024 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.58M+ 253.22% |
$87.1M - $92.5M
|
3.59M
$125M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.44M+ 3387.7% |
$48.6M - $51.6M
|
1.48M
$51.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.26M+ 212.05% |
$42.6M - $45.3M
|
1.85M
$64.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.22M+ 1412.57% |
$41.2M - $43.8M
|
1.3M
$45.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.12M+ 2.35% |
$37.9M - $40.3M
|
48.7M
$1.69B
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 38.52% |
$36M - $38.3M
|
3.83M
$133M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
911K+ 182.88% |
$30.8M - $32.8M
|
1.41M
$49M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
731K+ 96.94% |
$24.7M - $26.3M
|
1.48M
$51.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
628K+ 71.04% |
$21.2M - $22.6M
|
1.51M
$52.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
422K+ 27.63% |
$14.3M - $15.2M
|
1.95M
$67.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
401K+ 19.74% |
$13.6M - $14.4M
|
2.44M
$84.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
397K+ 26.56% |
$13.4M - $14.3M
|
1.89M
$65.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
314K+ 224.14% |
$10.6M - $11.3M
|
455K
$15.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
275KNew |
$9.29M - $9.87M
|
275K
$9.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
201K+ 34.83% |
$6.81M - $7.24M
|
779K
$27.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
194KNew |
$6.58M - $6.99M
|
194K
$6.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
190K+ 63.82% |
$6.43M - $6.83M
|
488K
$17M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
190KNew |
$6.41M - $6.81M
|
190K
$6.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
175KNew |
$5.91M - $6.28M
|
175K
$6.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
171K+ 264.9% |
$5.77M - $6.13M
|
235K
$8.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
165K+ 373.73% |
$5.59M - $5.94M
|
209K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
164KNew |
$5.53M - $5.88M
|
164K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
145KNew |
$4.9M - $5.2M
|
145K
$5.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
145K+ 3.19% |
$4.89M - $5.2M
|
4.68M
$163M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
106KNew |
$3.58M - $3.8M
|
106K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$3.55M - $3.77M
|
105K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100K+ 14.15% |
$3.38M - $3.59M
|
807K
$28.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99.8K+ 44.72% |
$3.37M - $3.59M
|
323K
$11.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
99.2KNew |
$3.36M - $3.57M
|
99.2K
$3.45M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
98.8K+ 23.33% |
$3.34M - $3.55M
|
522K
$18.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
98.6KNew |
$3.34M - $3.54M
|
98.6K
$3.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.4K+ 33.31% |
$3.33M - $3.54M
|
394K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.6K+ 5.43% |
$3.23M - $3.44M
|
1.86M
$64.5M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
93.7K+ 3.96% |
$3.17M - $3.37M
|
2.46M
$85.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
89.7K+ 11.6% |
$3.04M - $3.23M
|
863K
$30M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
89.6K+ 1221.05% |
$3.03M - $3.22M
|
97K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87.4K+ 651.3% |
$2.96M - $3.14M
|
101K
$3.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
79.5K+ 109.86% |
$2.69M - $2.86M
|
152K
$5.29M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
78.2KNew |
$2.64M - $2.81M
|
78.2K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74.5K+ 67.32% |
$2.52M - $2.68M
|
185K
$6.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
68.2K+ 34.12% |
$2.31M - $2.45M
|
268K
$9.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.9K+ 15.12% |
$2.23M - $2.37M
|
502K
$17.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
64.9K+ 10.99% |
$2.2M - $2.33M
|
656K
$22.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
62.8K+ 792.25% |
$2.13M - $2.26M
|
70.8K
$2.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
58.4KNew |
$1.98M - $2.1M
|
58.4K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56.2KNew |
$1.9M - $2.02M
|
56.2K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
55.1K+ 52.22% |
$1.86M - $1.98M
|
161K
$5.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
55K+ 10.37% |
$1.86M - $1.98M
|
585K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54.4KNew |
$1.84M - $1.96M
|
54.4K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.9K+ 17.84% |
$1.82M - $1.94M
|
356K
$12.4M
|