Purchases and Sales Made in Q4 2024 in Ishares Currency Hedged Msci E (HEZU)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEZU) 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 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
142KNew |
$4.98M - $5.23M
|
142K
$5.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52K+ 18.29% |
$1.83M - $1.92M
|
336K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
51.3KNew |
$1.8M - $1.89M
|
51.3K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
21.7KNew |
$762K - $801K
|
21.7K
$853K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.39K+ 25.43% |
$154K - $162K
|
21.7K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79KNew |
$63K - $66.2K
|
1.79K
$70.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 0.62% |
$61.6K - $64.7K
|
286K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.62KNew |
$56.8K - $59.7K
|
1.62K
$63.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 0.71% |
$46.1K - $48.4K
|
185K
$7.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
784New |
$27.6K - $29K
|
784
$30.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
542New |
$19.1K - $20K
|
542
$21.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
350+ 2.41% |
$12.3K - $12.9K
|
14.9K
$585K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
64+ 1.01% |
$2.25K - $2.36K
|
6.43K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13+ 0.12% |
$457 - $480
|
10.7K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 1.85% |
$70.4 - $73.9
|
106
$4.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-16- 24.24% |
$563 - $591
|
50
$1.97K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-158- 1.86% |
$5.56K - $5.84K
|
8.33K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-233- 0.19% |
$8.2K - $8.61K
|
123K
$4.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-449- 1.63% |
$15.8K - $16.6K
|
27.1K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-467- 2.64% |
$16.4K - $17.3K
|
17.2K
$678K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-494- 3.68% |
$17.4K - $18.3K
|
12.9K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-531- 2.84% |
$18.7K - $19.6K
|
18.2K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-964- 2.47% |
$33.9K - $35.6K
|
38K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-977- 14.18% |
$34.4K - $36.1K
|
5.91K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.72K- 9.08% |
$60.6K - $63.6K
|
17.2K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.55K- 2.45% |
$125K - $131K
|
142K
$5.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.79K- 24.54% |
$133K - $140K
|
11.6K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.15K- 2.92% |
$216K - $227K
|
204K
$8.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-6.34K- 23.21% |
$223K - $234K
|
21K
$826K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13K- 3.3% |
$458K - $481K
|
382K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-109K- 53.02% |
$3.84M - $4.03M
|
96.6K
$3.8M
|