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 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 14.88% |
$62K - $68.8K
|
11K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 99.08% |
$62.7K - $69.5K
|
18
$658
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.03K- 4.96% |
$65.6K - $72.7K
|
38.9K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.11K- 14.28% |
$68.1K - $75.5K
|
12.6K
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.12K- 12.04% |
$68.5K - $75.9K
|
15.5K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 86.1% |
$78.7K - $87.3K
|
393
$14.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.45K- 22.09% |
$79.2K - $87.8K
|
8.64K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.5K- 96.78% |
$80.8K - $89.5K
|
83
$3.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.77K- 49.53% |
$89.6K - $99.4K
|
2.83K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.79K- 0.32% |
$90.4K - $100K
|
861K
$31.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.96K- 91.6% |
$95.6K - $106K
|
271
$9.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3K- 18.96% |
$97K - $108K
|
12.8K
$469K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.03K- 26.67% |
$98.1K - $109K
|
8.34K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.18K- 14.78% |
$103K - $114K
|
18.4K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 3.13% |
$106K - $118K
|
102K
$3.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.35K- 13.82% |
$108K - $120K
|
20.9K
$763K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.54K- 5.02% |
$115K - $127K
|
67K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.9K- 1.1% |
$126K - $140K
|
352K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.93K- 2.4% |
$127K - $141K
|
160K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4K- 41.63% |
$129K - $143K
|
5.6K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-4.02K- 17.6% |
$130K - $144K
|
18.8K
$689K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.13K- 30.9% |
$134K - $148K
|
9.24K
$338K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.19K- 25.4% |
$135K - $150K
|
12.3K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.26K- 31.83% |
$138K - $153K
|
9.13K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.29K- 99.98% |
$139K - $154K
|
1
$36.6
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.46K- 71.69% |
$144K - $160K
|
1.76K
$64.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5K- 21.0% |
$162K - $179K
|
18.8K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.15K- 36.45% |
$167K - $185K
|
8.98K
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.4K- 14.81% |
$175K - $194K
|
31.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.63K- 16.4% |
$182K - $202K
|
28.7K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.42K- 5.24% |
$208K - $230K
|
116K
$4.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.45K- 77.47% |
$209K - $231K
|
1.88K
$68.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-6.64K- 1.22% |
$215K - $238K
|
536K
$19.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.67K- 31.59% |
$216K - $239K
|
14.4K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.79K- 13.99% |
$219K - $243K
|
41.7K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.91K- 28.17% |
$223K - $248K
|
17.6K
$644K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.07K- 6.43% |
$229K - $254K
|
103K
$3.76M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.27K- 37.34% |
$235K - $261K
|
12.2K
$446K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.3K- 52.3% |
$236K - $262K
|
6.66K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.94K- 5.22% |
$257K - $285K
|
144K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.61K- 58.09% |
$279K - $309K
|
6.21K
$227K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-8.87K- 54.08% |
$287K - $318K
|
7.54K
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-8.87K- 54.08% |
$287K - $318K
|
7.54K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-9.09K- 14.19% |
$294K - $326K
|
55K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.54K- 73.29% |
$309K - $342K
|
3.48K
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-9.75K- 3.64% |
$315K - $350K
|
258K
$9.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.5K- 32.85% |
$340K - $377K
|
21.5K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11K- 30.63% |
$357K - $395K
|
25K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-11.5K- 1.07% |
$372K - $412K
|
1.06M
$38.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.7K- 32.55% |
$379K - $421K
|
24.3K
$889K
|