Purchases and Sales Made in Q2 2024 in Ishares Currency Hedged Msci E (HEFA)

HEFA Quotes by TradingView

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
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
370
+ 3.38%
$12.5K - $13.3K
11.3K $393K
Jul 11, 2024 Q2 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
347
+ 3.44%
$11.7K - $12.5K
10.4K $363K
Aug 14, 2024 Q2 2024
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
345
+ 4.35%
$11.7K - $12.4K
8.28K $288K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
335
+ 8.55%
$11.3K - $12K
4.25K $148K
Jul 17, 2024 Q2 2024
Tompkins Financial Corp

BUY
 -
325
New
$11K - $11.7K
325 $11.3K
Aug 01, 2024 Q2 2024
Acorn Financial Advisory Services Inc

BUY
 -
281
+ 1.86%
$9.51K - $10.1K
15.4K $535K
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
BUY
 -
271
New
$9.17K - $9.74K
271 $9.43K
Aug 12, 2024 Q2 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
248
+ 95.38%
$8.39K - $8.91K
508 $17.7K
Aug 12, 2024 Q2 2024
Kestra Private Wealth Services, LLC

BUY
 -
215
+ 0.68%
$7.27K - $7.73K
32K $1.11M
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
192
+ 0.55%
$6.5K - $6.9K
34.8K $1.21M
Jul 31, 2024 Q2 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
176
New
$5.95K - $6.33K
176 $6.12K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
153
New
$5.18K - $5.5K
153 $5.32K
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
150
+ 1.51%
$5.07K - $5.39K
10.1K $352K
Aug 14, 2024 Q2 2024
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
144
+ 0.35%
$4.87K - $5.18K
41.2K $1.43M
Aug 14, 2024 Q2 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
142
New
$4.8K - $5.1K
142 $4.94K
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
118
New
$3.99K - $4.24K
118 $4.1K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
100
+ 50.0%
$3.38K - $3.59K
300 $10.4K
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
97
New
$3.28K - $3.49K
97 $3.37K
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
83
New
$2.81K - $2.98K
83 $2.89K
Jul 23, 2024 Q2 2024
American National Bank

BUY
 -
62
New
$2.1K - $2.23K
62 $2.16K
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
57
New
$1.93K - $2.05K
57 $1.98K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
55
New
$1.86K - $1.98K
55 $1.91K
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
52
+ 5.64%
$1.76K - $1.87K
974 $33.9K
Aug 05, 2024 Q2 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
42
+ 1.32%
$1.42K - $1.51K
3.23K $112K
Aug 08, 2024 Q2 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
42
+ 3.23%
$1.42K - $1.51K
1.34K $46.7K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
38
+ 13.38%
$1.29K - $1.37K
322 $11.2K
Aug 15, 2024 Q2 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
30
+ 0.03%
$1.01K - $1.08K
110K $3.83M
Jul 18, 2024 Q2 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
23
New
$778 - $827
23 $800
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
20
New
$677 - $719
20 $696
Jul 08, 2024 Q2 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
17
New
$575 - $611
17 $591
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

SELL
 -
-5
- 0.14%
$169 - $180
3.54K $123K
Jul 08, 2024 Q2 2024
Sugarloaf Wealth Management, LLC

SELL
 -
-19
- 4.42%
$643 - $683
411 $14.3K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-25
- 0.27%
$846 - $899
9.27K $322K
Aug 02, 2024 Q2 2024
Verity Wealth Advisors

SELL
 -
-28
- 0.03%
$947 - $1.01K
80.8K $2.81M
Jul 16, 2024 Q2 2024
Cypress Financial Planning LLC

SELL
 -
-34
- 0.37%
$1.15K - $1.22K
9.24K $321K
Jul 31, 2024 Q2 2024
Concord Wealth Partners

SELL
 -
-49
- 59.76%
$1.66K - $1.76K
33 $1.15K
Aug 13, 2024 Q2 2024
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-60
- 1.01%
$2.03K - $2.16K
5.9K $205K
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-75
- 2.69%
$2.54K - $2.7K
2.71K $94.4K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-87
- 8.69%
$2.94K - $3.13K
914 $31.8K
Aug 06, 2024 Q2 2024
Clearwater Capital Advisors, LLC

SELL
 -
-100
- 0.7%
$3.38K - $3.59K
14.1K $491K
Aug 13, 2024 Q2 2024
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-162
- 0.72%
$5.48K - $5.82K
22.3K $774K
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
SELL
 -
-206
- 1.59%
$6.97K - $7.4K
12.8K $444K
Jul 29, 2024 Q2 2024
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-217
- 13.1%
$7.34K - $7.8K
1.44K $50.1K
Aug 14, 2024 Q2 2024
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-261
- 9.81%
$8.83K - $9.38K
2.4K $83.5K
Aug 06, 2024 Q2 2024
W Advisors, LLC

Germantown, TN
SELL
 -
-308
- 3.12%
$10.4K - $11.1K
9.56K $333K
Jul 22, 2024 Q2 2024
Aaron Wealth Advisors LLC

SELL
 -
-338
- 0.42%
$11.4K - $12.1K
79.6K $2.77M
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-349
- 0.39%
$11.8K - $12.5K
89.6K $3.12M
Aug 09, 2024 Q2 2024
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-407
- 2.26%
$13.8K - $14.6K
17.6K $612K
Aug 05, 2024 Q2 2024
Parkside Financial Bank & Trust

SELL
 -
-422
- 16.49%
$14.3K - $15.2K
2.14K $74.3K

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