Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEEM)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.37K- 12.0% |
$37.1K - $40.9K
|
10.1K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-254- 6.91% |
$6.87K - $7.56K
|
3.42K
$94.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
460New |
$12.4K - $13.7K
|
460
$12.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
13New |
$351 - $387
|
13
$359
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.17K- 2.49% |
$209K - $237K
|
321K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-804- 1.26% |
$20.5K - $23.3K
|
62.8K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
84.6K+ 189.23% |
$2.16M - $2.45M
|
129K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
14New |
$357 - $406
|
14
$386
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-52.7K- 55.11% |
$1.34M - $1.53M
|
42.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.9K+ 5.24% |
$481K - $547K
|
379K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.8K+ 8.39% |
$429K - $487K
|
217K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
665+ 2.2% |
$17K - $19.3K
|
30.9K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
139K+ 607.53% |
$3.54M - $4.02M
|
162K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.4K- 79.57% |
$928K - $1.05M
|
9.34K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-491- 14.06% |
$12.5K - $14.2K
|
3K
$82.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.7K- 1.72% |
$324K - $368K
|
727K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
696+ 0.33% |
$17.8K - $20.2K
|
210K
$5.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.93% |
$25.5 - $29
|
109
$3.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.83K+ 5.36% |
$123K - $140K
|
95.1K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
38K+ 15.54% |
$969K - $1.1M
|
283K
$7.79M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
403New |
$10.3K - $11.7K
|
403
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.16K- 10.19% |
$55K - $62.5K
|
19K
$524K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04K+ 2.56% |
$26.6K - $30.2K
|
41.7K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
657+ 5.27% |
$16.8K - $19K
|
13.1K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$255 - $290
|
10
$276
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
21+ 0.04% |
$536 - $608
|
49K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24New |
$612 - $695
|
24
$662
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-2.85K- 0.63% |
$72.8K - $82.7K
|
449K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193+ 1.86% |
$4.92K - $5.59K
|
10.6K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 2.99% |
$34.7K - $39.5K
|
44.2K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.83% |
$51 - $57.9
|
242
$6.67K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
914+ 11.43% |
$22.9K - $25K
|
8.91K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.78KNew |
$245K - $267K
|
9.78K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16.7K+ 14.63% |
$420K - $457K
|
131K
$3.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 0.89% |
$276 - $300
|
1.22K
$33.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38New |
$952 - $1.04K
|
38
$1.05K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
197New |
$4.94K - $5.38K
|
197
$5.43K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10KNew |
$235K - $257K
|
10K
$276K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
125+ 3.35% |
$2.93K - $3.21K
|
3.86K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-896- 5.18% |
$21K - $23K
|
16.4K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-456- 69.51% |
$10.7K - $11.7K
|
200
$5.52K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-194- 16.25% |
$4.44K - $4.81K
|
1K
$27.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
192New |
$4.39K - $4.76K
|
192
$5.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.05KNew |
$116K - $125K
|
5.05K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-20- 1.06% |
$457 - $496
|
1.87K
$51.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.13K- 98.54% |
$168K - $182K
|
106
$2.92K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.04% |
$94.3 - $102
|
10.5K
$289K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.41K- 33.2% |
$127K - $138K
|
10.9K
$300K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
63New |
$1.49K - $1.61K
|
63
$1.74K
|
|