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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-30.9K- 29.77% |
$1.05M - $1.11M
|
72.9K
$2.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.71K- 6.18% |
$328K - $349K
|
147K
$5.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
7.5KNew |
$254K - $270K
|
7.5K
$278K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.5K+ 45.87% |
$390K - $414K
|
36.7K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.21K- 39.85% |
$210K - $223K
|
9.37K
$348K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$367K - $390K
|
10.8K
$402K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
435New |
$14.7K - $15.6K
|
435
$16.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-289K- 39.46% |
$9.79M - $10.4M
|
444K
$16.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 32.84% |
$400K - $425K
|
24.2K
$898K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.92K+ 19.73% |
$302K - $321K
|
54.2K
$2.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.7KNew |
$193K - $205K
|
5.7K
$212K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
62New |
$2.1K - $2.23K
|
62
$2.3K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-18.5K- 17.11% |
$626K - $665K
|
89.6K
$3.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-10.7K- 29.17% |
$364K - $386K
|
26.1K
$969K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.45K+ 27.41% |
$117K - $124K
|
16K
$596K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-37.3K- 24.2% |
$1.26M - $1.34M
|
117K
$4.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-19.9K- 20.5% |
$673K - $715K
|
77.1K
$2.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
456+ 6.57% |
$15.4K - $16.4K
|
7.4K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
190KNew |
$6.41M - $6.81M
|
190K
$7.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.4K+ 368.66% |
$824K - $875K
|
31K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.2K+ 9.17% |
$210K - $223K
|
73.8K
$2.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-741- 39.92% |
$25.1K - $26.6K
|
1.12K
$41.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.41K- 10.8% |
$47.6K - $50.6K
|
11.6K
$432K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
28.2KNew |
$954K - $1.01M
|
28.2K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.65K- 29.68% |
$124K - $131K
|
8.66K
$321K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
976New |
$33K - $35.1K
|
976
$36.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
23New |
$778 - $827
|
23
$854
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-15K- 38.59% |
$507K - $539K
|
23.9K
$886K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
325New |
$11K - $11.7K
|
325
$12.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-34.3K- 47.17% |
$1.16M - $1.23M
|
38.5K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-37.1K- 21.74% |
$1.26M - $1.33M
|
134K
$4.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 50.0% |
$3.38K - $3.59K
|
300
$11.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
39KNew |
$1.32M - $1.4M
|
39K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
19.4K+ 54.62% |
$655K - $696K
|
54.8K
$2.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.56K- 14.8% |
$52.7K - $56K
|
8.97K
$333K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83New |
$2.81K - $2.98K
|
83
$3.08K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
786+ 3.86% |
$26.6K - $28.2K
|
21.2K
$786K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
55New |
$1.86K - $1.98K
|
55
$2.04K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.06K- 23.71% |
$69.7K - $74.1K
|
6.63K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-88.1K- 30.07% |
$2.98M - $3.17M
|
205K
$7.61M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.13K- 16.39% |
$72.1K - $76.6K
|
10.9K
$404K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
5.63KNew |
$190K - $202K
|
5.63K
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.9K- 31.11% |
$367K - $390K
|
24K
$892K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
21.1K+ 5.77% |
$713K - $758K
|
387K
$14.4M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
17New |
$575 - $611
|
17
$631
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.96K- 28.38% |
$100K - $106K
|
7.47K
$277K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-19- 4.42% |
$643 - $683
|
411
$15.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-59.3K- 28.26% |
$2.01M - $2.13M
|
151K
$5.59M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
118New |
$3.99K - $4.24K
|
118
$4.38K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 20.56% |
$143K - $152K
|
16.4K
$608K
|