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 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.5KNew |
$492K - $522K
|
14.5K
$506K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.9KNew |
$471K - $500K
|
13.9K
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.7KNew |
$462K - $491K
|
13.7K
$475K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 5.71% |
$457K - $486K
|
250K
$8.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.4KNew |
$453K - $481K
|
13.4K
$466K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13.4KNew |
$452K - $481K
|
13.4K
$465K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 2.85% |
$447K - $475K
|
476K
$16.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13K+ 38188.24% |
$439K - $467K
|
13K
$453K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.8KNew |
$435K - $462K
|
12.8K
$447K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.7K+ 16.85% |
$430K - $457K
|
88.1K
$3.07M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.5K+ 314.06% |
$423K - $449K
|
16.5K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.6KNew |
$392K - $416K
|
11.6K
$403K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.5K+ 45.87% |
$390K - $414K
|
36.7K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.5K+ 8.25% |
$390K - $414K
|
151K
$5.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.5K+ 446.37% |
$389K - $414K
|
14.1K
$490K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
11.2KNew |
$379K - $403K
|
11.2K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$379K - $402K
|
11.2K
$390K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.1KNew |
$375K - $399K
|
11.1K
$386K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$367K - $390K
|
10.8K
$377K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 2.83% |
$352K - $374K
|
378K
$13.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 6.36% |
$352K - $374K
|
174K
$6.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 28.31% |
$345K - $367K
|
46.3K
$1.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
9.95KNew |
$337K - $358K
|
9.95K
$346K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
9.84KNew |
$333K - $354K
|
9.84K
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
9.78K+ 6.13% |
$331K - $351K
|
169K
$5.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.92K+ 19.73% |
$302K - $321K
|
54.2K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
8.83K+ 1.11% |
$299K - $317K
|
801K
$27.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.63K+ 16.24% |
$292K - $310K
|
61.8K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.04K+ 21.52% |
$272K - $289K
|
45.4K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.92KNew |
$268K - $285K
|
7.92K
$275K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
7.77K+ 6.89% |
$263K - $279K
|
120K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.59K+ 24.86% |
$257K - $273K
|
38.1K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
7.5KNew |
$254K - $270K
|
7.5K
$261K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
7.45K+ 6.11% |
$252K - $268K
|
129K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.41KNew |
$251K - $266K
|
7.41K
$258K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.92K+ 42.37% |
$234K - $249K
|
23.2K
$808K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.83KNew |
$231K - $245K
|
6.83K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.78KNew |
$229K - $244K
|
6.78K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.72K+ 34.72% |
$227K - $242K
|
26.1K
$907K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.42K+ 28.38% |
$217K - $231K
|
29K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.22K+ 1566.5% |
$210K - $224K
|
6.62K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.2K+ 9.17% |
$210K - $223K
|
73.8K
$2.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.95K+ 12.13% |
$201K - $214K
|
55K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.93KNew |
$201K - $213K
|
5.93K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.83KNew |
$197K - $210K
|
5.83K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.73KNew |
$194K - $206K
|
5.73K
$199K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.7KNew |
$193K - $205K
|
5.7K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.69KNew |
$192K - $204K
|
5.69K
$198K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.65KNew |
$191K - $203K
|
5.65K
$197K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
5.63KNew |
$190K - $202K
|
5.63K
$196K
|