Purchases and Sales Made in Q3 2023 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 Q3 2023. 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
Nov 14, 2023 Q3 2023
Schroder Investment Management Group

London, X0
BUY
 -
17K
New
$503K - $527K
17K $592K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
16.9K
+ 24.9%
$500K - $524K
85K $2.96M
Dec 01, 2023 Q3 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
13.2K
+ 63.33%
$389K - $407K
33.9K $1.18M
Nov 14, 2023 Q3 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
13.2K
+ 63.33%
$389K - $407K
33.9K $1.18M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
13K
New
$384K - $402K
13K $452K
Mar 11, 2024 Q3 2023
Nepc LLC

Boston, MA
BUY
 -
12.5K
+ 6.01%
$370K - $388K
221K $7.69M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
12K
New
$355K - $372K
12K $418K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.4K
+ 0.85%
$336K - $352K
1.35M $46.8M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
11.1K
+ 2.11%
$329K - $345K
540K $18.8M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
10.8K
+ 72.38%
$319K - $334K
25.7K $894K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
10.2K
+ 12.27%
$302K - $317K
93.7K $3.26M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.55K
+ 3.13%
$282K - $296K
315K $10.9M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
9.03K
New
$267K - $280K
9.03K $314K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
8.91K
New
$263K - $276K
8.91K $310K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
8.83K
+ 8.34%
$261K - $273K
115K $3.99M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
7.66K
New
$226K - $237K
7.66K $267K
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
7.42K
New
$219K - $230K
7.42K $258K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
7.27K
New
$215K - $225K
7.27K $253K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
6.25K
New
$184K - $193K
6.25K $217K
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
6.22K
+ 29.98%
$184K - $193K
27K $938K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
5.28K
+ 46.16%
$156K - $163K
16.7K $581K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.66K
+ 4.16%
$138K - $144K
117K $4.06M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
4.52K
+ 13.82%
$134K - $140K
37.2K $1.29M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.5K
+ 40.14%
$133K - $139K
15.7K $546K
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
3.86K
+ 2.69%
$114K - $120K
147K $5.12M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.73K
New
$110K - $116K
3.73K $130K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
3.71K
+ 7.96%
$109K - $115K
50.3K $1.75M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.59K
+ 18.54%
$106K - $111K
23K $799K
Nov 13, 2023 Q3 2023
Hsbc Holdings PLC

London, X0
BUY
 -
3.51K
+ 0.38%
$104K - $109K
936K $32.5M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.5K
+ 16.95%
$103K - $108K
24.1K $840K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
3.5K
+ 0.78%
$103K - $108K
451K $15.7M
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

BUY
 -
3.49K
+ 19.02%
$103K - $108K
21.9K $760K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
3.47K
+ 2.46%
$102K - $107K
145K $5.03M
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
3.03K
+ 9.68%
$89.5K - $93.8K
34.3K $1.19M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
3K
+ 38.29%
$88.7K - $93K
10.8K $377K
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

BUY
 -
2.98K
+ 42.86%
$87.9K - $92.1K
9.92K $345K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.93K
+ 105.02%
$86.5K - $90.7K
5.72K $199K
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
2.75K
+ 15.34%
$81.2K - $85.1K
20.7K $719K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.68K
+ 36.71%
$79.2K - $83K
9.99K $347K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.56K
+ 7.26%
$75.7K - $79.4K
37.8K $1.32M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.99K
+ 9.06%
$58.7K - $61.5K
23.9K $832K
Dec 04, 2023 Q3 2023
Wt Wealth Management

BUY
 -
1.85K
+ 1.35%
$54.5K - $57.2K
139K $4.82M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
1.82K
+ 9.35%
$53.9K - $56.4K
21.3K $742K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
1.81K
+ 163.98%
$53.5K - $56.1K
2.92K $101K
Oct 26, 2023 Q3 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
1.64K
+ 0.23%
$48.5K - $50.9K
730K $25.4M
Oct 30, 2023 Q3 2023
Exchange Capital Management, Inc.

BUY
 -
1.57K
+ 0.58%
$46.3K - $48.5K
273K $9.5M
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
1.47K
+ 8.27%
$43.4K - $45.5K
19.2K $669K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.39K
New
$41.1K - $43K
1.39K $48.3K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.37K
+ 3.26%
$40.3K - $42.3K
43.3K $1.5M

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