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 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-283- 0.04% |
$9.74K - $10.2K
|
675K
$23.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-287- 1.18% |
$9.88K - $10.3K
|
24.1K
$828K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-308- 0.04% |
$10.6K - $11.1K
|
860K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-310- 2.52% |
$10.7K - $11.1K
|
12K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-320- 3.0% |
$11K - $11.5K
|
10.3K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-320- 5.23% |
$11K - $11.5K
|
5.79K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-345- 7.53% |
$11.9K - $12.4K
|
4.24K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-353- 3.52% |
$12.2K - $12.7K
|
9.68K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-395- 4.97% |
$13.6K - $14.2K
|
7.56K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-415- 3.02% |
$14.3K - $14.9K
|
13.3K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-430- 17.92% |
$14.8K - $15.4K
|
1.97K
$67.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-441- 4.37% |
$15.2K - $15.8K
|
9.65K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-448- 0.92% |
$15.4K - $16.1K
|
48.1K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-496- 1.44% |
$17.1K - $17.8K
|
33.9K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-501- 88.99% |
$17.2K - $18K
|
62
$2.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-505- 44.65% |
$17.4K - $18.1K
|
626
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-578- 27.05% |
$19.9K - $20.7K
|
1.56K
$53.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-601- 5.99% |
$20.7K - $21.6K
|
9.43K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-623- 33.19% |
$21.4K - $22.4K
|
1.25K
$43.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-627- 2.28% |
$21.6K - $22.5K
|
26.9K
$924K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-636- 29.13% |
$21.9K - $22.8K
|
1.55K
$53.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-691- 3.67% |
$23.8K - $24.8K
|
18.1K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-778- 28.78% |
$26.8K - $27.9K
|
1.93K
$66.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-926- 0.8% |
$31.9K - $33.2K
|
115K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-954- 3.22% |
$32.8K - $34.2K
|
28.7K
$988K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-968- 0.6% |
$33.3K - $34.7K
|
161K
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.03K- 2.25% |
$35.3K - $36.8K
|
44.6K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.06K- 30.4% |
$36.5K - $38.1K
|
2.43K
$83.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.08K- 35.42% |
$37.3K - $38.9K
|
1.98K
$68K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.17K- 3.02% |
$40.3K - $42.1K
|
37.7K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.18K- 9.29% |
$40.4K - $42.2K
|
11.5K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.27K- 6.67% |
$43.7K - $45.5K
|
17.7K
$610K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.41K- 94.39% |
$48.7K - $50.7K
|
84
$2.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.45K- 16.11% |
$49.8K - $52K
|
7.54K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.65K- 29.45% |
$56.8K - $59.2K
|
3.95K
$136K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.66K- 26.26% |
$57.1K - $59.5K
|
4.66K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.71K- 2.57% |
$58.9K - $61.4K
|
64.7K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.71K- 99.94% |
$58.9K - $61.4K
|
1
$34.4
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.74K- 1.12% |
$60K - $62.5K
|
153K
$5.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.75K- 13.53% |
$60.3K - $62.9K
|
11.2K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.79K- 51.54% |
$61.7K - $64.3K
|
1.69K
$58K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.86K- 6.58% |
$63.9K - $66.6K
|
26.4K
$907K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.89K- 15.11% |
$65.2K - $67.9K
|
10.6K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.18K- 1.88% |
$74.9K - $78K
|
114K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.26K- 2.07% |
$77.8K - $81.1K
|
107K
$3.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.27K- 7.31% |
$78.2K - $81.5K
|
28.8K
$991K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.4K- 2.92% |
$82.5K - $86K
|
79.5K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.53K- 16.34% |
$87K - $90.7K
|
12.9K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.93K- 27.89% |
$101K - $105K
|
7.57K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.93K- 3.63% |
$101K - $105K
|
77.9K
$2.68M
|