Purchases and Sales Made in Q4 2024 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.05M+ 556.99% |
$36M - $37.5M
|
1.23M
$44.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
480KNew |
$16.5M - $17.2M
|
480K
$17.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
335KNew |
$11.5M - $12M
|
335K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
199K+ 4.71% |
$6.84M - $7.13M
|
4.42M
$160M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
157KNew |
$5.4M - $5.63M
|
157K
$5.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.13M - $4.3M
|
120K
$4.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
110KNew |
$3.78M - $3.94M
|
110K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
88.4KNew |
$3.04M - $3.17M
|
88.4K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
87.9KNew |
$3.02M - $3.15M
|
87.9K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
60.6K+ 11.33% |
$2.08M - $2.17M
|
595K
$21.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
41.1K+ 30.86% |
$1.41M - $1.47M
|
174K
$6.31M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
29.7KNew |
$1.02M - $1.06M
|
29.7K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
23.5K+ 1.39% |
$810K - $844K
|
1.71M
$61.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.6KNew |
$711K - $741K
|
20.6K
$748K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
19.5KNew |
$671K - $699K
|
19.5K
$706K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
16.5K+ 11.78% |
$566K - $590K
|
156K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
15.8KNew |
$545K - $568K
|
15.8K
$574K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.5K+ 8.76% |
$464K - $483K
|
167K
$6.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 151.26% |
$426K - $444K
|
20.6K
$745K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12.3K+ 2.29% |
$423K - $440K
|
548K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.9K+ 12.63% |
$410K - $427K
|
106K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11K+ 128.84% |
$377K - $393K
|
19.5K
$705K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$345K - $360K
|
10K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.59K+ 18.6% |
$330K - $344K
|
61.1K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$284K - $296K
|
8.25K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
7.68K+ 5.94% |
$264K - $276K
|
137K
$4.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.66KNew |
$264K - $275K
|
7.66K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.87K+ 7.71% |
$236K - $246K
|
96K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.41K+ 10.85% |
$221K - $230K
|
65.5K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.33K+ 5.96% |
$218K - $227K
|
113K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.32KNew |
$218K - $227K
|
6.32K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.14K+ 22.49% |
$211K - $220K
|
33.4K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
5.95K+ 12.46% |
$205K - $214K
|
53.7K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 99.2% |
$195K - $204K
|
11.4K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 5.24% |
$139K - $145K
|
81K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.91K+ 16.85% |
$134K - $140K
|
27.1K
$981K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.86KNew |
$133K - $138K
|
3.86K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.76K+ 1.56% |
$129K - $135K
|
245K
$8.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.64K+ 4.6% |
$125K - $131K
|
82.8K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.4K+ 21.12% |
$117K - $122K
|
19.5K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.82K+ 20.3% |
$97.2K - $101K
|
16.7K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.66K+ 2.04% |
$91.6K - $95.5K
|
133K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.3K+ 7.53% |
$79.1K - $82.5K
|
32.8K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.26K+ 3.86% |
$77.8K - $81.1K
|
60.8K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.24KNew |
$77.1K - $80.4K
|
2.24K
$81.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.18K+ 28.28% |
$75K - $78.2K
|
9.88K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.17KNew |
$74.6K - $77.7K
|
2.17K
$78.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.92KNew |
$66.2K - $69K
|
1.92K
$69.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.68K+ 3.19% |
$57.9K - $60.4K
|
54.4K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.44K+ 9.51% |
$49.5K - $51.6K
|
16.5K
$599K
|