Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEFA)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) 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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
331New |
$10.7K - $11.9K
|
331
$11.5K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37New |
$1.2K - $1.33K
|
37
$1.29K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-454K- 24.49% |
$14.7M - $16.3M
|
1.4M
$48.8M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.7KNew |
$411K - $456K
|
12.7K
$442K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.36K+ 857.87% |
$141K - $156K
|
4.87K
$169K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.18K- 14.78% |
$103K - $114K
|
18.4K
$639K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-83K- 85.07% |
$2.68M - $2.98M
|
14.6K
$507K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
134K+ 2.86% |
$4.33M - $4.8M
|
4.81M
$167M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 12.78% |
$766K - $849K
|
162K
$5.62M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-409K- 78.26% |
$13.2M - $14.7M
|
114K
$3.95M
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.67K+ 2.21% |
$216K - $239K
|
308K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$486K - $538K
|
15K
$523K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-31.5K- 32.61% |
$1.02M - $1.13M
|
65.1K
$2.26M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$226 - $251
|
7
$244
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 5.57% |
$4.39M - $4.86M
|
2.57M
$89.5M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-250K- 60.59% |
$8.08M - $8.96M
|
163K
$5.66M
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-639- 2.24% |
$20.7K - $22.9K
|
27.8K
$969K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11KNew |
$357K - $396K
|
11K
$384K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-508- 59.28% |
$16.4K - $18.2K
|
349
$12.1K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92.3K- 20.29% |
$2.98M - $3.31M
|
362K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
310KNew |
$10M - $11.1M
|
310K
$10.8M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49.5K- 88.74% |
$1.6M - $1.78M
|
6.29K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.6KNew |
$1.15M - $1.27M
|
35.6K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.63K- 16.4% |
$182K - $202K
|
28.7K
$999K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22.8K+ 56.17% |
$738K - $818K
|
63.4K
$2.21M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-212K- 27.2% |
$6.85M - $7.6M
|
567K
$19.7M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 3.13% |
$106K - $118K
|
102K
$3.54M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-132K- 16.31% |
$4.25M - $4.72M
|
675K
$23.5M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
389+ 0.43% |
$12.6K - $13.9K
|
90K
$3.13M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-50.7K- 97.12% |
$1.64M - $1.82M
|
1.5K
$52.3K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.72M- 3.52% |
$55.5M - $61.5M
|
47M
$1.64B
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-11.5K- 1.07% |
$372K - $412K
|
1.06M
$37M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.96% |
$97 - $108
|
156
$5.43K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.1K+ 68.93% |
$165K - $183K
|
12.5K
$435K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-920K- 24.01% |
$29.7M - $33M
|
2.91M
$101M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.9K- 1.1% |
$126K - $140K
|
352K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11K- 30.63% |
$357K - $395K
|
25K
$869K
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.31KNew |
$236K - $262K
|
7.31K
$254K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.47KNew |
$306K - $339K
|
9.47K
$329K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.6K+ 24.14% |
$438K - $486K
|
69.7K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5KNew |
$340K - $377K
|
10.5K
$366K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
30.8K+ 676.32% |
$996K - $1.1M
|
35.4K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
57New |
$1.84K - $2.04K
|
57
$1.98K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.4K- 32.82% |
$45.1K - $50K
|
2.86K
$99.5K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$380K - $421K
|
11.7K
$409K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-173- 1.53% |
$5.59K - $6.2K
|
11.1K
$387K
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-147K- 48.21% |
$4.75M - $5.26M
|
158K
$5.49M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.29KNew |
$204K - $226K
|
6.29K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.9KNew |
$709K - $786K
|
21.9K
$763K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.47M- 34.28% |
$47.5M - $52.6M
|
2.81M
$97.9M
|