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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-394- 1.09% |
$11.4K - $12.5K
|
35.8K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-400- 4.38% |
$11.5K - $12.7K
|
8.73K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-479- 4.26% |
$13.8K - $15.2K
|
10.8K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-498- 2.06% |
$14.4K - $15.8K
|
23.6K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-650- 6.42% |
$18.8K - $20.6K
|
9.47K
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-692- 5.07% |
$20K - $22K
|
12.9K
$451K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-702- 1.14% |
$20.3K - $22.3K
|
60.9K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-804- 9.77% |
$23.2K - $25.5K
|
7.43K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-848- 2.31% |
$24.5K - $26.9K
|
35.8K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.14K- 4.94% |
$32.8K - $36K
|
21.8K
$760K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 7.07% |
$34.6K - $38.1K
|
15.8K
$549K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.47K- 3.81% |
$42.3K - $46.6K
|
37K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.51K- 5.66% |
$43.6K - $48K
|
25.2K
$876K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.68K- 9.9% |
$48.5K - $53.4K
|
15.3K
$532K
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.76K- 15.48% |
$50.8K - $55.9K
|
9.61K
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.82K- 4.03% |
$52.6K - $57.9K
|
43.4K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 1.55% |
$53.5K - $58.9K
|
118K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.1K- 4.18% |
$60.7K - $66.8K
|
48.2K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.43K- 7.55% |
$70.2K - $77.2K
|
29.8K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.52K- 3.61% |
$72.7K - $80K
|
67.4K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.55K- 7.53% |
$73.7K - $81.1K
|
31.4K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.63K- 4.61% |
$75.8K - $83.5K
|
54.4K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.72K- 0.42% |
$78.5K - $86.4K
|
642K
$22.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.86K- 13.06% |
$82.4K - $90.7K
|
19K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.93K- 51.22% |
$84.5K - $93K
|
2.79K
$97.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.02K- 5.15% |
$87.1K - $95.9K
|
55.6K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.27K- 0.72% |
$94.4K - $104K
|
453K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.8K- 17.76% |
$138K - $152K
|
22.2K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.06K- 17.95% |
$146K - $161K
|
23.1K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-5.47K- 0.74% |
$158K - $174K
|
734K
$25.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.81K- 3.61% |
$168K - $184K
|
155K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.88K- 1.93% |
$170K - $187K
|
299K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.31K- 5.21% |
$182K - $201K
|
115K
$4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.53K- 5.6% |
$188K - $207K
|
110K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-8.7K- 6.27% |
$251K - $276K
|
130K
$4.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-8.96K- 60.1% |
$259K - $285K
|
5.95K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-9.09K- 8.51% |
$262K - $289K
|
97.8K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-11.5K- 38.49% |
$333K - $366K
|
18.4K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.9K- 4.57% |
$372K - $409K
|
269K
$9.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-14K- 62.42% |
$404K - $444K
|
8.42K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 3.84% |
$500K - $550K
|
433K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-18.1K- 7.22% |
$521K - $574K
|
232K
$8.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-20K- 3.33% |
$578K - $636K
|
582K
$20.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.5K- 21.43% |
$591K - $650K
|
75K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-23.2KClosed |
$669K - $736K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-24.4K- 54.49% |
$704K - $774K
|
20.4K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-24.9K- 18.97% |
$718K - $790K
|
106K
$3.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25.4K- 58.74% |
$734K - $807K
|
17.9K
$622K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.9K- 8.24% |
$748K - $823K
|
289K
$10.1M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-27.4K- 25.14% |
$792K - $871K
|
81.7K
$2.84M
|