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 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
52.2KNew |
$1.77M - $1.88M
|
52.2K
$1.82M
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
51.8KNew |
$1.75M - $1.86M
|
51.8K
$1.8M
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
48.6KNew |
$1.64M - $1.75M
|
48.6K
$1.69M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
48.1KNew |
$1.63M - $1.73M
|
48.1K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
46.1KNew |
$1.56M - $1.66M
|
46.1K
$1.6M
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
44.9KNew |
$1.52M - $1.61M
|
44.9K
$1.56M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.5K+ 24.93% |
$1.47M - $1.56M
|
218K
$7.58M
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
43KNew |
$1.46M - $1.55M
|
43K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.6KNew |
$1.37M - $1.46M
|
40.6K
$1.41M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
39.6K+ 35.25% |
$1.34M - $1.42M
|
152K
$5.29M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.1K+ 8.32% |
$1.32M - $1.4M
|
508K
$17.7M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
39KNew |
$1.32M - $1.4M
|
39K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
37.4KNew |
$1.27M - $1.34M
|
37.4K
$1.3M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36.9K+ 15.87% |
$1.25M - $1.33M
|
270K
$9.38M
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
36KNew |
$1.22M - $1.3M
|
36K
$1.25M
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
34.9K+ 28.22% |
$1.18M - $1.25M
|
158K
$5.51M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.7K+ 46.19% |
$1.17M - $1.25M
|
110K
$3.82M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$1.15M - $1.22M
|
33.9K
$1.18M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
33.8KNew |
$1.14M - $1.22M
|
33.8K
$1.18M
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
33.5KNew |
$1.13M - $1.2M
|
33.5K
$1.17M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.2K+ 45.04% |
$1.12M - $1.19M
|
107K
$3.72M
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
31.6KNew |
$1.07M - $1.14M
|
31.6K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.4K+ 794.82% |
$1.03M - $1.09M
|
34.2K
$1.19M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
30.2KNew |
$1.02M - $1.09M
|
30.2K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
30K+ 34.22% |
$1.02M - $1.08M
|
118K
$4.1M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29.5KNew |
$997K - $1.06M
|
29.5K
$1.03M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.2K+ 50.71% |
$989K - $1.05M
|
86.8K
$3.02M
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
28.5KNew |
$964K - $1.02M
|
28.5K
$991K
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
28.2KNew |
$954K - $1.01M
|
28.2K
$980K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
27.3K+ 34.74% |
$923K - $981K
|
106K
$3.68M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27K+ 44.74% |
$912K - $969K
|
87.3K
$3.03M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
25.9KNew |
$877K - $931K
|
25.9K
$901K
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.4K+ 368.66% |
$824K - $875K
|
31K
$1.08M
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
24.3KNew |
$822K - $873K
|
24.3K
$845K
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
22.9KNew |
$773K - $822K
|
22.9K
$795K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
21.1KNew |
$714K - $758K
|
21.1K
$734K
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
21.1K+ 5.77% |
$713K - $758K
|
387K
$13.4M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.9K+ 15.29% |
$707K - $751K
|
158K
$5.48M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20K+ 150.08% |
$678K - $720K
|
33.4K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.9K+ 110.89% |
$675K - $717K
|
37.9K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
19.9K+ 104.94% |
$675K - $717K
|
38.9K
$1.35M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
19.4K+ 54.62% |
$655K - $696K
|
54.8K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
18.7KNew |
$632K - $672K
|
18.7K
$650K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.6K+ 1.97% |
$561K - $596K
|
858K
$29.8M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 80.69% |
$552K - $587K
|
36.5K
$1.27M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
15.4KNew |
$519K - $552K
|
15.4K
$534K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
15.1K+ 21.77% |
$510K - $542K
|
84.4K
$2.93M
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
14.8K+ 3.05% |
$502K - $533K
|
500K
$17.4M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14.8KNew |
$502K - $533K
|
14.8K
$516K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.5KNew |
$492K - $522K
|
14.5K
$506K
|