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
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.28K+ 22.02% |
$179K - $190K
|
29.3K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.17K+ 16.5% |
$175K - $186K
|
36.5K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.15K+ 27.01% |
$174K - $185K
|
24.2K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.85K+ 32.45% |
$164K - $174K
|
19.8K
$688K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.82K+ 48.56% |
$163K - $173K
|
14.8K
$513K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.61K+ 9.39% |
$156K - $166K
|
53.7K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.81K+ 84.19% |
$129K - $137K
|
8.33K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.79K+ 1.3% |
$128K - $136K
|
295K
$10.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.45K+ 27.41% |
$117K - $124K
|
16K
$558K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.18K+ 344.22% |
$108K - $114K
|
4.11K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.13K+ 16.97% |
$106K - $112K
|
21.5K
$749K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.87KNew |
$97.2K - $103K
|
2.87K
$99.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.81K+ 15.47% |
$95K - $101K
|
21K
$729K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.34K+ 1.96% |
$79.1K - $84.1K
|
122K
$4.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.14K+ 4.14% |
$72.5K - $77K
|
54K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$69.5K - $73.9K
|
2.06K
$71.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 9.61% |
$67.7K - $71.9K
|
22.8K
$794K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.99KNew |
$67.4K - $71.6K
|
1.99K
$69.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.97K+ 11.64% |
$66.7K - $70.9K
|
18.9K
$658K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.93K+ 1.74% |
$65.4K - $69.4K
|
113K
$3.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.9K+ 9052.38% |
$64.3K - $68.3K
|
1.92K
$66.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.86KNew |
$62.9K - $66.8K
|
1.86K
$64.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.73KNew |
$58.6K - $62.2K
|
1.73K
$60.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.59K+ 23.59% |
$53.7K - $57.1K
|
8.32K
$289K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.54K+ 0.51% |
$52.1K - $55.3K
|
301K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.4K+ 22.69% |
$47.2K - $50.1K
|
7.54K
$262K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.39K+ 7.24% |
$46.9K - $49.8K
|
20.5K
$714K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.26KNew |
$42.7K - $45.4K
|
1.26K
$43.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.23K+ 3009.76% |
$41.7K - $44.3K
|
1.28K
$44.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.23K+ 13.83% |
$41.7K - $44.3K
|
10.1K
$353K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.21K+ 3.78% |
$40.8K - $43.3K
|
33.1K
$1.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.21K+ 3.77% |
$40.8K - $43.3K
|
33.2K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
1.16K+ 9.42% |
$39.3K - $41.8K
|
13.5K
$470K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
976New |
$33K - $35.1K
|
976
$33.9K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
965+ 13.24% |
$32.6K - $34.7K
|
8.25K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
955+ 20.42% |
$32.3K - $34.3K
|
5.63K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
911+ 0.61% |
$30.8K - $32.7K
|
150K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
884+ 0.91% |
$29.9K - $31.8K
|
97.8K
$3.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
840New |
$28.4K - $30.2K
|
840
$29.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
811+ 891.21% |
$27.4K - $29.1K
|
902
$31.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
786+ 3.86% |
$26.6K - $28.2K
|
21.2K
$736K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
761+ 2.16% |
$25.7K - $27.4K
|
36K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
652+ 73.84% |
$22.1K - $23.4K
|
1.54K
$53.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
636+ 0.55% |
$21.5K - $22.9K
|
116K
$4.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
528+ 1.34% |
$17.9K - $19K
|
40K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
481+ 5.78% |
$16.3K - $17.3K
|
8.8K
$306K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
456+ 6.57% |
$15.4K - $16.4K
|
7.4K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
435New |
$14.7K - $15.6K
|
435
$15.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
385New |
$13K - $13.8K
|
385
$13.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
370+ 3.38% |
$12.5K - $13.3K
|
11.3K
$393K
|