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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.8K- 20.0% |
$569K - $605K
|
67.3K
$2.34M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-18.5K- 17.11% |
$626K - $665K
|
89.6K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-18.6K- 47.04% |
$628K - $667K
|
20.9K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 33.09% |
$628K - $667K
|
37.5K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.7K- 1.12% |
$667K - $709K
|
1.73M
$60.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-19.9K- 20.5% |
$673K - $715K
|
77.1K
$2.68M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-20.2K- 8.7% |
$684K - $726K
|
212K
$7.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.2K- 37.23% |
$719K - $764K
|
35.8K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-21.4K- 26.41% |
$725K - $770K
|
59.7K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.8K- 33.56% |
$772K - $820K
|
45.2K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23.1K- 31.13% |
$780K - $829K
|
51K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-23.7K- 44.46% |
$803K - $854K
|
29.7K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.8K- 22.17% |
$805K - $856K
|
83.6K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-25.1K- 32.49% |
$850K - $903K
|
52.2K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.3K- 32.83% |
$923K - $981K
|
55.8K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.8K- 32.93% |
$941K - $999K
|
56.6K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.1K- 43.87% |
$952K - $1.01M
|
36K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28.3K- 22.45% |
$956K - $1.02M
|
97.6K
$3.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28.5K- 25.11% |
$965K - $1.02M
|
85K
$2.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-30.9K- 29.77% |
$1.05M - $1.11M
|
72.9K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-31.4K- 20.42% |
$1.06M - $1.13M
|
123K
$4.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.7K- 0.4% |
$1.07M - $1.14M
|
7.9M
$275M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.4K- 5.2% |
$1.1M - $1.17M
|
592K
$20.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.7K- 22.04% |
$1.14M - $1.21M
|
119K
$4.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-34K- 38.44% |
$1.15M - $1.22M
|
54.5K
$1.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-34.3K- 47.17% |
$1.16M - $1.23M
|
38.5K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-37.1K- 21.74% |
$1.26M - $1.33M
|
134K
$4.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-37.3K- 24.2% |
$1.26M - $1.34M
|
117K
$4.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-37.7K- 61.27% |
$1.27M - $1.35M
|
23.8K
$828K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-38.4K- 35.26% |
$1.3M - $1.38M
|
70.5K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40.9K- 25.31% |
$1.38M - $1.47M
|
121K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-40.9K- 19.64% |
$1.38M - $1.47M
|
167K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-42K- 29.99% |
$1.42M - $1.51M
|
98K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-42.7K- 26.06% |
$1.44M - $1.53M
|
121K
$4.21M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43K- 36.79% |
$1.46M - $1.55M
|
74K
$2.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43.3K- 35.46% |
$1.46M - $1.56M
|
78.8K
$2.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-44.3K- 25.65% |
$1.5M - $1.59M
|
128K
$4.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44.6K- 30.42% |
$1.51M - $1.6M
|
102K
$3.54M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-51.2K- 27.31% |
$1.73M - $1.84M
|
136K
$4.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-53.6K- 14.73% |
$1.81M - $1.93M
|
310K
$10.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-57.4K- 29.36% |
$1.94M - $2.06M
|
138K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57.5K- 34.39% |
$1.95M - $2.07M
|
110K
$3.82M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-59.3K- 28.26% |
$2.01M - $2.13M
|
151K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-69.4K- 38.57% |
$2.35M - $2.49M
|
111K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-80.9K- 16.4% |
$2.74M - $2.91M
|
413K
$14.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-88.1K- 30.07% |
$2.98M - $3.17M
|
205K
$7.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-96.6K- 2.31% |
$3.27M - $3.47M
|
4.08M
$142M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-102K- 29.96% |
$3.44M - $3.66M
|
238K
$8.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-161K- 12.24% |
$5.46M - $5.8M
|
1.16M
$40.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 4.09% |
$6.17M - $6.56M
|
4.28M
$149M
|