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
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.99K- 7.38% |
$103K - $107K
|
37.6K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.02K- 15.27% |
$104K - $108K
|
16.7K
$576K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.18K- 4.11% |
$110K - $114K
|
74.2K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-3.25K- 21.13% |
$112K - $116K
|
12.1K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.59K- 11.2% |
$124K - $129K
|
28.5K
$981K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.18K- 64.86% |
$144K - $150K
|
2.27K
$78K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.35K- 41.42% |
$150K - $156K
|
6.16K
$212K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.72K- 3.33% |
$163K - $169K
|
137K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.79K- 19.25% |
$165K - $172K
|
20.1K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.04K- 8.2% |
$173K - $181K
|
56.4K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.56K- 25.83% |
$191K - $199K
|
16K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.81K- 85.03% |
$200K - $208K
|
1.02K
$35.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.83K- 67.46% |
$201K - $209K
|
2.81K
$96.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-7.5K- 39.87% |
$258K - $269K
|
11.3K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.7K- 53.32% |
$265K - $276K
|
6.74K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.28K- 12.73% |
$285K - $297K
|
56.8K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.43K- 3.85% |
$290K - $302K
|
211K
$7.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.48K- 19.67% |
$292K - $304K
|
34.6K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.67K- 57.75% |
$298K - $311K
|
6.35K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-9.9K- 6.22% |
$341K - $355K
|
149K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.95K- 27.99% |
$343K - $357K
|
25.6K
$881K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-10.1K- 5.04% |
$347K - $362K
|
190K
$6.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-10.2K- 18.51% |
$350K - $365K
|
44.8K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.8K- 56.27% |
$371K - $387K
|
8.37K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 7.24% |
$387K - $403K
|
144K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.7K- 4.0% |
$401K - $418K
|
280K
$9.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.8K- 97.86% |
$407K - $424K
|
258
$8.88K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.5K- 12.11% |
$430K - $448K
|
90.6K
$3.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 10.3% |
$538K - $561K
|
136K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-16.2K- 15.44% |
$559K - $583K
|
88.9K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.4K- 9.65% |
$632K - $659K
|
172K
$5.91M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-19K- 49.73% |
$652K - $680K
|
19.2K
$659K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 5.92% |
$675K - $704K
|
312K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-21.4K- 59.87% |
$737K - $768K
|
14.4K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-23.5K- 2.43% |
$809K - $844K
|
944K
$32.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-29.2K- 53.05% |
$1M - $1.05M
|
25.8K
$888K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-32.8K- 20.92% |
$1.13M - $1.18M
|
124K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.2K- 24.1% |
$1.35M - $1.41M
|
123K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-47.7K- 82.28% |
$1.64M - $1.71M
|
10.3K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50.5K- 1.17% |
$1.74M - $1.81M
|
4.28M
$147M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-54.8K- 32.15% |
$1.89M - $1.97M
|
116K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-58.7K- 40.72% |
$2.02M - $2.11M
|
85.4K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-71.3K- 32.09% |
$2.45M - $2.56M
|
151K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-72.5K- 71.25% |
$2.49M - $2.6M
|
29.2K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.9K- 7.98% |
$2.68M - $2.79M
|
898K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-84.3K- 32.66% |
$2.9M - $3.02M
|
174K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-90K- 15.87% |
$3.1M - $3.23M
|
477K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-90.6K- 97.71% |
$3.12M - $3.25M
|
2.12K
$73K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100K- 7.74% |
$3.44M - $3.59M
|
1.19M
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-110K- 53.62% |
$3.8M - $3.96M
|
95.4K
$3.28M
|