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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.89KNew |
$237K - $247K
|
6.89K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.87K+ 7.71% |
$236K - $246K
|
96K
$3.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
6.85KNew |
$236K - $246K
|
6.85K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.52K+ 11.14% |
$224K - $234K
|
65K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.5K+ 133.6% |
$224K - $233K
|
11.4K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.41K+ 10.85% |
$221K - $230K
|
65.5K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.33K+ 5.96% |
$218K - $227K
|
113K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.32KNew |
$218K - $227K
|
6.32K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.32KNew |
$218K - $227K
|
6.32K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.14K+ 22.49% |
$211K - $220K
|
33.4K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
5.95K+ 12.46% |
$205K - $214K
|
53.7K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.95KNew |
$205K - $213K
|
5.95K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 99.2% |
$195K - $204K
|
11.4K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.66K+ 1.97% |
$195K - $203K
|
293K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.25K+ 27.37% |
$181K - $189K
|
24.4K
$841K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.05K+ 69.05% |
$174K - $181K
|
12.4K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5K+ 21.91% |
$172K - $179K
|
27.8K
$957K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.26KNew |
$147K - $153K
|
4.26K
$146K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 5.24% |
$139K - $145K
|
81K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.91K+ 16.85% |
$134K - $140K
|
27.1K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.87K+ 12.66% |
$133K - $139K
|
34.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.86K+ 1.42% |
$133K - $139K
|
275K
$9.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.86KNew |
$133K - $138K
|
3.86K
$133K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.85K+ 409.15% |
$132K - $138K
|
4.79K
$165K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.76K+ 2.28% |
$130K - $135K
|
169K
$5.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.76K+ 1.56% |
$129K - $135K
|
245K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 2.35% |
$129K - $135K
|
163K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.66K+ 0.15% |
$126K - $131K
|
2.51M
$86.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.66K+ 29.27% |
$126K - $131K
|
16.2K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.64K+ 4.6% |
$125K - $131K
|
82.8K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.6K+ 3.14% |
$124K - $129K
|
118K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.44K+ 1.59% |
$118K - $123K
|
220K
$7.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.4K+ 54.07% |
$117K - $122K
|
9.7K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.4K+ 21.12% |
$117K - $122K
|
19.5K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.23K+ 0.83% |
$111K - $116K
|
394K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.22K+ 360.63% |
$111K - $116K
|
4.12K
$142K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.18K+ 30.35% |
$109K - $114K
|
13.7K
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.06K+ 2.97% |
$105K - $110K
|
106K
$3.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.86K+ 0.66% |
$98.4K - $103K
|
436K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.82K+ 20.3% |
$97.2K - $101K
|
16.7K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.8K+ 0.92% |
$96.3K - $100K
|
306K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.66K+ 2.04% |
$91.6K - $95.5K
|
133K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.55K+ 44.13% |
$87.9K - $91.6K
|
8.34K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.48K+ 8.74% |
$85.3K - $88.9K
|
30.8K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.44K+ 0.69% |
$83.8K - $87.4K
|
355K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.3K+ 7.53% |
$79.1K - $82.5K
|
32.8K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.26K+ 23.92% |
$77.9K - $81.2K
|
11.7K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.26K+ 3.86% |
$77.8K - $81.1K
|
60.8K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.24KNew |
$77.1K - $80.4K
|
2.24K
$77.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.18K+ 28.28% |
$75K - $78.2K
|
9.88K
$340K
|