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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-83K- 85.07% |
$2.68M - $2.98M
|
14.6K
$501K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-84.4K- 87.08% |
$2.73M - $3.03M
|
12.5K
$431K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-86.6K- 81.86% |
$2.8M - $3.11M
|
19.2K
$660K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-88.4K- 16.96% |
$2.86M - $3.17M
|
433K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92.3K- 20.29% |
$2.98M - $3.31M
|
362K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-95.9K- 97.29% |
$3.1M - $3.44M
|
2.68K
$92.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-99.3K- 71.88% |
$3.21M - $3.56M
|
38.9K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-99.7K- 90.86% |
$3.22M - $3.57M
|
10K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-103K- 85.71% |
$3.35M - $3.71M
|
17.2K
$593K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-113K- 93.23% |
$3.65M - $4.04M
|
8.19K
$282K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-116K- 55.58% |
$3.76M - $4.17M
|
93K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 8.34% |
$3.8M - $4.21M
|
1.29M
$44.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-132K- 16.31% |
$4.25M - $4.72M
|
675K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-147K- 48.21% |
$4.75M - $5.26M
|
158K
$5.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155K- 50.0% |
$5.02M - $5.57M
|
155K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-163K- 97.28% |
$5.27M - $5.84M
|
4.56K
$157K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-181K- 56.05% |
$5.85M - $6.49M
|
142K
$4.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-189K- 79.61% |
$6.12M - $6.79M
|
48.5K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190K- 16.41% |
$6.14M - $6.81M
|
968K
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-212K- 27.2% |
$6.85M - $7.6M
|
567K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-237K- 53.59% |
$7.68M - $8.51M
|
206K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-250K- 60.59% |
$8.08M - $8.96M
|
163K
$5.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-297K- 50.79% |
$9.6M - $10.6M
|
288K
$9.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-399K- 83.84% |
$12.9M - $14.3M
|
77K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-409K- 78.26% |
$13.2M - $14.7M
|
114K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-444K- 9.31% |
$14.4M - $15.9M
|
4.33M
$149M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-454K- 24.49% |
$14.7M - $16.3M
|
1.4M
$48.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-536K- 35.42% |
$17.3M - $19.2M
|
976K
$33.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-566K- 66.01% |
$18.3M - $20.3M
|
292K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-567K- 95.79% |
$18.3M - $20.3M
|
24.9K
$856K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-616K- 58.42% |
$19.9M - $22.1M
|
439K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-736K- 38.93% |
$23.8M - $26.4M
|
1.15M
$39.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-752K- 87.3% |
$24.3M - $27M
|
109K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-920K- 24.01% |
$29.7M - $33M
|
2.91M
$100M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.41M- 90.17% |
$45.6M - $50.6M
|
154K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.47M- 34.28% |
$47.5M - $52.6M
|
2.81M
$96.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.72M- 3.52% |
$55.5M - $61.5M
|
47M
$1.62B
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.96M- 90.06% |
$63.5M - $70.4M
|
217K
$7.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.08M- 84.19% |
$67.2M - $74.5M
|
390K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3M- 45.79% |
$74.4M - $82.4M
|
2.72M
$93.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.57M- 32.52% |
$83.1M - $92.1M
|
5.33M
$183M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.57M- 32.52% |
$83.1M - $92.1M
|
5.33M
$183M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2M- 64.37% |
$427M - $473M
|
7.31M
$251M
|