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 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.45K- 22.09% |
$79.2K - $87.8K
|
8.64K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.5K- 96.78% |
$80.8K - $89.5K
|
83
$2.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.77K- 49.53% |
$89.6K - $99.4K
|
2.83K
$98.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.79K- 0.32% |
$90.4K - $100K
|
861K
$29.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.96K- 91.6% |
$95.6K - $106K
|
271
$9.43K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3K- 18.96% |
$97K - $108K
|
12.8K
$446K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.18K- 14.78% |
$103K - $114K
|
18.4K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 3.13% |
$106K - $118K
|
102K
$3.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.35K- 13.82% |
$108K - $120K
|
20.9K
$726K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.54K- 5.02% |
$115K - $127K
|
67K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.9K- 1.1% |
$126K - $140K
|
352K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.93K- 2.4% |
$127K - $141K
|
160K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4K- 41.63% |
$129K - $143K
|
5.6K
$195K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-4.02K- 17.6% |
$130K - $144K
|
18.8K
$655K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.13K- 30.9% |
$134K - $148K
|
9.24K
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.19K- 25.4% |
$135K - $150K
|
12.3K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.26K- 31.83% |
$138K - $153K
|
9.13K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.29K- 99.98% |
$139K - $154K
|
1
$34.8
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.46K- 71.69% |
$144K - $160K
|
1.76K
$61.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5K- 21.0% |
$162K - $179K
|
18.8K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.15K- 36.45% |
$167K - $185K
|
8.98K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.4K- 14.81% |
$175K - $194K
|
31.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.63K- 16.4% |
$182K - $202K
|
28.7K
$998K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.42K- 5.24% |
$208K - $230K
|
116K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.45K- 77.47% |
$209K - $231K
|
1.88K
$65.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-6.64K- 1.22% |
$215K - $238K
|
536K
$18.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.67K- 31.59% |
$216K - $239K
|
14.4K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.79K- 13.99% |
$219K - $243K
|
41.7K
$1.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.91K- 28.17% |
$223K - $248K
|
17.6K
$613K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.07K- 6.43% |
$229K - $254K
|
103K
$3.58M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.27K- 37.34% |
$235K - $261K
|
12.2K
$424K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.3K- 52.3% |
$236K - $262K
|
6.66K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.94K- 5.22% |
$257K - $285K
|
144K
$5.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.61K- 58.09% |
$279K - $309K
|
6.21K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-8.87K- 54.08% |
$287K - $318K
|
7.54K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-9.09K- 14.19% |
$294K - $326K
|
55K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.54K- 73.29% |
$309K - $342K
|
3.48K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-9.75K- 3.64% |
$315K - $350K
|
258K
$8.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.5K- 32.85% |
$340K - $377K
|
21.5K
$748K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11K- 30.63% |
$357K - $395K
|
25K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-11.5K- 1.07% |
$372K - $412K
|
1.06M
$37M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.7K- 32.55% |
$379K - $421K
|
24.3K
$846K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.6K- 56.61% |
$408K - $452K
|
9.66K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-12.8K- 18.11% |
$414K - $459K
|
58K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 71.06% |
$455K - $504K
|
5.73K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14.6K- 10.45% |
$472K - $523K
|
125K
$4.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.4K- 14.06% |
$499K - $553K
|
94.3K
$3.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16K- 6.8% |
$517K - $573K
|
219K
$7.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-16.4K- 64.58% |
$530K - $587K
|
8.99K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.5K- 64.39% |
$565K - $626K
|
9.65K
$336K
|