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
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.9K- 89.11% |
$578K - $641K
|
2.18K
$75.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18K- 18.15% |
$581K - $644K
|
81K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19.2K- 88.65% |
$622K - $689K
|
2.46K
$85.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-20.9K- 57.77% |
$677K - $750K
|
15.3K
$532K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-21.3K- 72.95% |
$690K - $765K
|
7.92K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.9K- 4.3% |
$707K - $784K
|
487K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.2K- 12.74% |
$716K - $794K
|
152K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-22.8K- 72.18% |
$737K - $817K
|
8.79K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-23.6K- 68.0% |
$762K - $845K
|
11.1K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 12.78% |
$766K - $849K
|
162K
$5.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.6K- 1.33% |
$797K - $884K
|
1.83M
$63.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-26.7K- 88.45% |
$864K - $958K
|
3.49K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.7K- 30.34% |
$865K - $958K
|
61.4K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-27.7K- 82.73% |
$896K - $994K
|
5.79K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.6K- 66.31% |
$924K - $1.02M
|
14.5K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-31.5K- 32.61% |
$1.02M - $1.13M
|
65.1K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-31.5K- 46.87% |
$1.02M - $1.13M
|
35.8K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-31.7K- 83.62% |
$1.03M - $1.14M
|
6.21K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-34.6K- 5.28% |
$1.12M - $1.24M
|
621K
$21.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.3K- 3.07% |
$1.17M - $1.3M
|
1.14M
$39.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38.4K- 32.19% |
$1.24M - $1.37M
|
80.8K
$2.81M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38.7K- 89.41% |
$1.25M - $1.39M
|
4.58K
$159K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40.5K- 71.55% |
$1.31M - $1.45M
|
16.1K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-44.2K- 97.51% |
$1.43M - $1.59M
|
1.13K
$39.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-44.4K- 81.57% |
$1.44M - $1.59M
|
10K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46.3K- 12.26% |
$1.5M - $1.66M
|
331K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-47.5K- 36.72% |
$1.54M - $1.7M
|
81.9K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-48.8K- 88.87% |
$1.58M - $1.75M
|
6.11K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-49.5K- 97.06% |
$1.6M - $1.78M
|
1.5K
$52.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49.5K- 88.74% |
$1.6M - $1.78M
|
6.29K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-50.7K- 97.12% |
$1.64M - $1.82M
|
1.5K
$52.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-52K- 87.1% |
$1.68M - $1.87M
|
7.7K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-53K- 4.06% |
$1.71M - $1.9M
|
1.25M
$43.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54.4K- 66.45% |
$1.76M - $1.95M
|
27.4K
$954K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59.8K- 23.93% |
$1.93M - $2.14M
|
190K
$6.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-64.6K- 41.06% |
$2.09M - $2.31M
|
92.7K
$3.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65.5K- 78.38% |
$2.12M - $2.35M
|
18.1K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-69.8K- 71.19% |
$2.26M - $2.5M
|
28.2K
$982K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-71.2K- 91.09% |
$2.3M - $2.55M
|
6.97K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-74.3K- 88.04% |
$2.4M - $2.66M
|
10.1K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-83K- 85.07% |
$2.68M - $2.98M
|
14.6K
$507K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-84.4K- 87.08% |
$2.73M - $3.03M
|
12.5K
$436K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-86.6K- 81.86% |
$2.8M - $3.11M
|
19.2K
$668K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-88.4K- 16.96% |
$2.86M - $3.17M
|
433K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92.3K- 20.29% |
$2.98M - $3.31M
|
362K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-95.9K- 97.29% |
$3.1M - $3.44M
|
2.68K
$93.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-99.3K- 71.88% |
$3.21M - $3.56M
|
38.9K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-99.7K- 90.86% |
$3.22M - $3.57M
|
10K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-103K- 85.71% |
$3.35M - $3.71M
|
17.2K
$600K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-113K- 93.23% |
$3.65M - $4.04M
|
8.19K
$285K
|