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 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.49K- 20.85% |
$118K - $125K
|
13.2K
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.65K- 29.68% |
$124K - $131K
|
8.66K
$301K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 4.72% |
$137K - $146K
|
81.8K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.19K- 10.78% |
$142K - $151K
|
34.7K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.22K- 19.4% |
$143K - $152K
|
17.5K
$610K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 20.56% |
$143K - $152K
|
16.4K
$570K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.32K- 11.29% |
$146K - $155K
|
34K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4.47K- 12.39% |
$151K - $161K
|
31.6K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.63K- 15.87% |
$156K - $166K
|
24.5K
$853K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.73K- 74.16% |
$160K - $170K
|
1.65K
$57.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-4.97K- 0.12% |
$168K - $179K
|
4.26M
$148M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.02K- 26.06% |
$170K - $181K
|
14.3K
$496K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.14K- 37.64% |
$174K - $185K
|
8.52K
$296K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-5.14K- 37.68% |
$174K - $185K
|
8.51K
$296K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-6.17K- 19.55% |
$209K - $222K
|
25.4K
$882K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.21K- 39.85% |
$210K - $223K
|
9.37K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.66K- 1.48% |
$225K - $239K
|
443K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-6.71K- 3.38% |
$227K - $241K
|
192K
$6.68M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.88K- 33.03% |
$233K - $247K
|
14K
$485K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.96K- 24.3% |
$236K - $250K
|
21.7K
$754K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-7.72K- 36.45% |
$261K - $277K
|
13.5K
$468K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.79K- 41.47% |
$264K - $280K
|
11K
$382K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.99K- 36.26% |
$270K - $287K
|
14K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-8.14K- 36.64% |
$275K - $292K
|
14.1K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.62K- 8.19% |
$292K - $310K
|
96.6K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-9.02K- 48.23% |
$305K - $324K
|
9.69K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-9.18K- 1.66% |
$311K - $330K
|
543K
$18.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.21K- 1.59% |
$312K - $331K
|
571K
$19.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.22K- 42.73% |
$312K - $331K
|
12.4K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.53K- 14.77% |
$322K - $343K
|
55K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.71K- 6.18% |
$328K - $349K
|
147K
$5.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-10.7K- 29.17% |
$364K - $386K
|
26.1K
$908K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.9K- 31.11% |
$367K - $390K
|
24K
$836K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11K- 26.89% |
$372K - $395K
|
29.9K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-11.3K- 31.91% |
$381K - $405K
|
24K
$836K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.3K- 17.13% |
$384K - $408K
|
54.9K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.4K- 4.62% |
$384K - $408K
|
235K
$8.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-11.4K- 2.15% |
$387K - $411K
|
521K
$18.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 32.84% |
$400K - $425K
|
24.2K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12.2K- 26.2% |
$413K - $438K
|
34.4K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.6K- 22.56% |
$426K - $453K
|
43.2K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.8K- 26.13% |
$433K - $460K
|
36.2K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-13.3K- 46.02% |
$449K - $477K
|
15.6K
$542K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.7K- 33.63% |
$465K - $494K
|
27.1K
$943K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.2K- 1.19% |
$480K - $510K
|
1.18M
$41.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-15K- 38.59% |
$507K - $539K
|
23.9K
$830K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.1K- 25.95% |
$511K - $543K
|
43.1K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 37.27% |
$518K - $551K
|
25.8K
$897K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-15.8K- 11.67% |
$534K - $567K
|
119K
$4.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.3K- 39.18% |
$553K - $587K
|
25.4K
$883K
|