Purchases and Sales Made in Q3 2024 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.31M+ 36.57% |
$42.5M - $47.1M
|
4.91M
$171M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
664KNew |
$21.5M - $23.8M
|
664K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
310KNew |
$10M - $11.1M
|
310K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
253K+ 122.69% |
$8.18M - $9.07M
|
459K
$16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
233K+ 59.14% |
$7.53M - $8.35M
|
627K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
217K+ 14.59% |
$7M - $7.76M
|
1.7M
$59.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
209K+ 14.15% |
$6.76M - $7.5M
|
1.69M
$58.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
192K+ 2268.79% |
$6.2M - $6.87M
|
200K
$6.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
188KNew |
$6.07M - $6.73M
|
188K
$6.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
136K+ 3.33% |
$4.4M - $4.87M
|
4.22M
$147M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 5.57% |
$4.39M - $4.86M
|
2.57M
$89.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
134K+ 2.86% |
$4.33M - $4.8M
|
4.81M
$167M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
129KNew |
$4.18M - $4.64M
|
129K
$4.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
106K+ 18.5% |
$3.42M - $3.79M
|
677K
$23.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
105KNew |
$3.4M - $3.77M
|
105K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 5.34% |
$3.37M - $3.73M
|
2.06M
$71.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
99.8K+ 57.16% |
$3.23M - $3.58M
|
274K
$9.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.1K+ 5.37% |
$3.01M - $3.34M
|
1.83M
$63.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
88.4KNew |
$2.86M - $3.17M
|
88.4K
$3.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
53.9K+ 120.11% |
$1.74M - $1.93M
|
98.8K
$3.44M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
48.8K+ 1.98% |
$1.58M - $1.75M
|
2.51M
$87.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47K+ 832.47% |
$1.52M - $1.69M
|
52.7K
$1.83M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
38.6KNew |
$1.25M - $1.38M
|
38.6K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.6KNew |
$1.15M - $1.27M
|
35.6K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34.8K+ 22.06% |
$1.13M - $1.25M
|
192K
$6.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
34.1K+ 6.82% |
$1.1M - $1.22M
|
534K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
30.8K+ 676.32% |
$996K - $1.1M
|
35.4K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
30.6KNew |
$988K - $1.1M
|
30.6K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27.3K+ 44.17% |
$883K - $978K
|
89.1K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
24.4KNew |
$788K - $874K
|
24.4K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.9KNew |
$772K - $856K
|
23.9K
$831K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
23.5K+ 20.22% |
$760K - $842K
|
140K
$4.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.4K+ 21.89% |
$757K - $839K
|
130K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22.8K+ 56.17% |
$738K - $818K
|
63.4K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.9KNew |
$709K - $786K
|
21.9K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9K+ 58.2% |
$643K - $713K
|
54.1K
$1.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$643K - $712K
|
19.9K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 18.2% |
$513K - $569K
|
103K
$3.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15.3K+ 12.97% |
$494K - $548K
|
133K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$486K - $538K
|
15K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15K+ 14.83% |
$484K - $536K
|
116K
$4.03M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.2K+ 16.4% |
$461K - $511K
|
101K
$3.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.2K+ 9.38% |
$458K - $508K
|
165K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
13.8KNew |
$446K - $494K
|
13.8K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.6K+ 24.14% |
$438K - $486K
|
69.7K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.2K+ 4.91% |
$428K - $474K
|
283K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13KNew |
$422K - $467K
|
13K
$453K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.7KNew |
$411K - $456K
|
12.7K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
12.3KNew |
$397K - $440K
|
12.3K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
11.8K+ 34.83% |
$381K - $423K
|
45.6K
$1.59M
|