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 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.93KNew |
$201K - $213K
|
5.93K
$224K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$69.5K - $73.9K
|
2.06K
$77.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20New |
$677 - $719
|
20
$757
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
7.77K+ 6.89% |
$263K - $279K
|
120K
$4.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.71K- 6.18% |
$328K - $349K
|
147K
$5.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
7.5KNew |
$254K - $270K
|
7.5K
$284K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 32.84% |
$400K - $425K
|
24.2K
$915K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.7KNew |
$193K - $205K
|
5.7K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
435New |
$14.7K - $15.6K
|
435
$16.5K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
62New |
$2.1K - $2.23K
|
62
$2.35K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
456+ 6.57% |
$15.4K - $16.4K
|
7.4K
$280K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
190KNew |
$6.41M - $6.81M
|
190K
$7.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.2K+ 9.17% |
$210K - $223K
|
73.8K
$2.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.4K+ 368.66% |
$824K - $875K
|
31K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
23New |
$778 - $827
|
23
$870
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
976New |
$33K - $35.1K
|
976
$36.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
325New |
$11K - $11.7K
|
325
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 50.0% |
$3.38K - $3.59K
|
300
$11.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83New |
$2.81K - $2.98K
|
83
$3.14K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
55New |
$1.86K - $1.98K
|
55
$2.08K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.13K- 16.39% |
$72.1K - $76.6K
|
10.9K
$411K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
5.63KNew |
$190K - $202K
|
5.63K
$213K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
17New |
$575 - $611
|
17
$643
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-19- 4.42% |
$643 - $683
|
411
$15.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.96K- 28.38% |
$100K - $106K
|
7.47K
$283K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 20.56% |
$143K - $152K
|
16.4K
$620K
|
|
| Q1 2024 | |||||||
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 7.6% |
$37.5K - $41.9K
|
14.6K
$552K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
41New |
$1.28K - $1.43K
|
41
$1.55K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
15KNew |
$470K - $524K
|
15K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
225New |
$7.04K - $7.85K
|
225
$8.51K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.19KNew |
$68.6K - $76.5K
|
2.19K
$82.9K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33New |
$1.03K - $1.15K
|
33
$1.25K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$181K - $202K
|
5.8K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49New |
$1.53K - $1.71K
|
49
$1.85K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
287K+ 106.68% |
$8.97M - $10M
|
556K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
241K+ 999.79% |
$7.54M - $8.41M
|
265K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.5KNew |
$1.55M - $1.73M
|
49.5K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-254- 17.0% |
$7.95K - $8.86K
|
1.24K
$46.9K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.2KNew |
$946K - $1.05M
|
30.2K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
396+ 45.21% |
$12.4K - $13.8K
|
1.27K
$48.1K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2MNew |
$62.7M - $69.9M
|
2M
$75.8M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.9K- 50.81% |
$465K - $519K
|
14.4K
$544K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
727New |
$22.7K - $25.4K
|
727
$27.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
68.1K+ 8.46% |
$2.13M - $2.38M
|
874K
$33.1M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.15KNew |
$286K - $319K
|
9.15K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
72.4KNew |
$2.27M - $2.53M
|
72.4K
$2.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
30.6KNew |
$956K - $1.07M
|
30.6K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.5KNew |
$922K - $1.03M
|
29.5K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
195New |
$6.1K - $6.81K
|
195
$7.38K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.9KNew |
$436K - $486K
|
13.9K
$527K
|
|