Purchases and Sales Made in Q4 2023 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2M+ 29.16% |
$351M - $386M
|
53.9M
$1.9B
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.69MNew |
$107M - $117M
|
3.69M
$130M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.96M+ 352.38% |
$85.4M - $94M
|
3.8M
$134M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
714KNew |
$20.6M - $22.7M
|
714K
$25.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
579K+ 2011.18% |
$16.7M - $18.4M
|
607K
$21.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
527KNew |
$15.2M - $16.8M
|
527K
$18.6M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
402K+ 29.25% |
$11.6M - $12.8M
|
1.78M
$62.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
374K+ 74.54% |
$10.8M - $11.9M
|
875K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
347K+ 962.98% |
$10M - $11M
|
383K
$13.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
333K+ 60.63% |
$9.61M - $10.6M
|
882K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
276KNew |
$7.96M - $8.76M
|
276K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 30.42% |
$7.39M - $8.13M
|
1.1M
$38.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
255K+ 300.41% |
$7.37M - $8.11M
|
340K
$12M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
199KNew |
$5.73M - $6.31M
|
199K
$6.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185K+ 12.15% |
$5.35M - $5.89M
|
1.71M
$60.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
152KNew |
$4.39M - $4.83M
|
152K
$5.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
140KNew |
$4.03M - $4.44M
|
140K
$4.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
112K+ 670.04% |
$3.23M - $3.56M
|
129K
$4.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
112KNew |
$3.22M - $3.55M
|
112K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
110K+ 9.01% |
$3.19M - $3.51M
|
1.34M
$47M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
105KNew |
$3.04M - $3.35M
|
105K
$3.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100KNew |
$2.9M - $3.19M
|
100K
$3.53M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
99.8KNew |
$2.88M - $3.17M
|
99.8K
$3.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
99.2KNew |
$2.86M - $3.15M
|
99.2K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
96.5K+ 13.52% |
$2.78M - $3.06M
|
810K
$28.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
91.7K+ 2.15% |
$2.65M - $2.91M
|
4.36M
$153M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
84.1K+ 235.27% |
$2.43M - $2.67M
|
120K
$4.22M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
82.2KNew |
$2.37M - $2.61M
|
82.2K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
77.3K+ 304.33% |
$2.23M - $2.46M
|
103K
$3.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61.9K+ 23.0% |
$1.79M - $1.97M
|
331K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.6K+ 4.48% |
$1.78M - $1.96M
|
1.44M
$50.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
61.1K+ 12.47% |
$1.76M - $1.94M
|
551K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.2K+ 2.23% |
$1.71M - $1.88M
|
2.71M
$95.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59K+ 128.19% |
$1.7M - $1.87M
|
105K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
53.2KNew |
$1.54M - $1.69M
|
53.2K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
48.8K+ 6.68% |
$1.41M - $1.55M
|
779K
$27.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39.8KNew |
$1.15M - $1.26M
|
39.8K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
39.5KNew |
$1.14M - $1.25M
|
39.5K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.6K+ 55.14% |
$1.11M - $1.22M
|
109K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.6KNew |
$1M - $1.1M
|
34.6K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
34.1KNew |
$985K - $1.08M
|
34.1K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.7KNew |
$944K - $1.04M
|
32.7K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
31.4K+ 92.26% |
$906K - $997K
|
65.4K
$2.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.9K+ 8.66% |
$863K - $949K
|
375K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 3.06% |
$861K - $947K
|
1M
$35.3M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
29.2KNew |
$844K - $929K
|
29.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
28.1KNew |
$810K - $892K
|
28.1K
$988K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.6K+ 24.39% |
$739K - $813K
|
131K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.5KNew |
$620K - $682K
|
21.5K
$755K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.7K+ 148.69% |
$598K - $658K
|
34.7K
$1.22M
|