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 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
29.9K+ 6.89% |
$877K - $930K
|
464K
$16.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.53KNew |
$250K - $265K
|
8.53K
$300K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$331K - $351K
|
11.3K
$397K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-760- 8.42% |
$22.3K - $23.6K
|
8.27K
$291K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.46K- 11.04% |
$42.8K - $45.3K
|
11.8K
$414K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.31K- 1.53% |
$38.5K - $40.8K
|
84.4K
$2.97M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
25.7KNew |
$754K - $799K
|
25.7K
$904K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-22.3K- 10.5% |
$613K - $662K
|
190K
$6.69M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$682K - $736K
|
24.8K
$873K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$1.78M - $1.92M
|
64.7K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.34MNew |
$36.8M - $39.8M
|
1.34M
$47.2M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.56KNew |
$42.7K - $46.1K
|
1.56K
$54.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-44.4K- 76.85% |
$1.22M - $1.32M
|
13.4K
$471K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.2KNew |
$473K - $510K
|
17.2K
$605K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$508K - $548K
|
18.5K
$650K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
676+ 7.18% |
$18.6K - $20K
|
10.1K
$355K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.14K+ 26.13% |
$251K - $271K
|
44.1K
$1.55M
|
|
| Q4 2022 | |||||||
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.96KClosed |
$52.8K - $66.7K
|
0
$0
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-351- 86.45% |
$9.48K - $12K
|
55
$1.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.95K- 98.33% |
$79.7K - $101K
|
50
$1.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
506New |
$13.7K - $17.2K
|
506
$17.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43.5KNew |
$1.17M - $1.48M
|
43.5K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-372- 4.55% |
$10K - $12.7K
|
7.8K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.65K- 56.52% |
$44.6K - $56.3K
|
1.27K
$44.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.41K- 1.49% |
$38K - $48K
|
92.8K
$3.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-70.5K- 88.48% |
$1.9M - $2.4M
|
9.18K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$810 - $1.02K
|
30
$1.06K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
481+ 5.02% |
$13K - $16.4K
|
10.1K
$354K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-32- 0.27% |
$864 - $1.09K
|
12K
$423K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
48.2K+ 54.78% |
$1.3M - $1.64M
|
136K
$4.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.1KNew |
$272K - $344K
|
10.1K
$355K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
346New |
$9.34K - $11.8K
|
346
$12.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11.2KNew |
$303K - $382K
|
11.2K
$394K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27+ 0.03% |
$729 - $920
|
82.4K
$2.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.3K+ 23.2% |
$333K - $420K
|
65.4K
$2.3M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
790+ 22.56% |
$21.3K - $26.9K
|
4.29K
$151K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
17New |
$459 - $580
|
17
$598
|
|
| Q3 2022 | |||||||
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-22.4KClosed |
$669K - $744K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.25K+ 0.55% |
$157K - $174K
|
956K
$33.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$3.05K - $3.39K
|
102
$3.59K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.91KNew |
$177K - $196K
|
5.91K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10+ 0.34% |
$299 - $332
|
2.99K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-172K- 71.73% |
$5.13M - $5.71M
|
67.7K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-14.6KClosed |
$436K - $485K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.36KNew |
$70.5K - $78.4K
|
2.36K
$83K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-13KClosed |
$387K - $431K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12+ 2.51% |
$359 - $399
|
491
$17.3K
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-699K- 18.61% |
$20.9M - $23.2M
|
3.06M
$108M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.64K+ 1.22% |
$78.9K - $87.8K
|
219K
$7.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
245+ 3.35% |
$7.32K - $8.14K
|
7.55K
$266K
|
|