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 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-44.2K- 97.51% |
$1.43M - $1.59M
|
1.13K
$39.8K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$339K - $375K
|
10.5K
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 21.4% |
$1.88K - $2.08K
|
213
$7.49K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-566K- 66.01% |
$18.3M - $20.3M
|
292K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
92New |
$2.98K - $3.3K
|
92
$3.24K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
844+ 6.57% |
$27.3K - $30.3K
|
13.7K
$482K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2M- 64.37% |
$427M - $473M
|
7.31M
$257M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.6K- 1.33% |
$797K - $884K
|
1.83M
$64.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-781- 2.14% |
$25.3K - $28K
|
35.8K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.31M+ 36.57% |
$42.5M - $47.1M
|
4.91M
$173M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.25K+ 3.0% |
$267K - $296K
|
283K
$9.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.78K- 22.42% |
$57.4K - $63.6K
|
6.14K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-297K- 50.79% |
$9.6M - $10.6M
|
288K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.54K+ 1.57% |
$49.8K - $55.2K
|
99.3K
$3.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38+ 4.21% |
$1.23K - $1.36K
|
940
$33.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 0.28% |
$323 - $359
|
3.53K
$124K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.27K- 37.34% |
$235K - $261K
|
12.2K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 99.08% |
$62.7K - $69.5K
|
18
$633
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$3.23K - $3.59K
|
100
$3.52K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.5K- 96.78% |
$80.8K - $89.5K
|
83
$2.92K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-421- 1.21% |
$13.6K - $15.1K
|
34.4K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.77K+ 8.87% |
$154K - $171K
|
58.5K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.5KNew |
$340K - $376K
|
10.5K
$369K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-48.8K- 88.87% |
$1.58M - $1.75M
|
6.11K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19.2K- 88.65% |
$622K - $689K
|
2.46K
$86.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-271- 2.19% |
$8.76K - $9.72K
|
12.1K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.7K- 30.34% |
$865K - $958K
|
61.4K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-9.09K- 14.19% |
$294K - $326K
|
55K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-88.4K- 16.96% |
$2.86M - $3.17M
|
433K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.59K+ 11.77% |
$51.4K - $57K
|
15.1K
$531K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
935New |
$30.2K - $33.5K
|
935
$32.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.51K+ 2.89% |
$275K - $305K
|
303K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
340+ 12.53% |
$11K - $12.2K
|
3.05K
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-189K- 79.61% |
$6.12M - $6.79M
|
48.5K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-317- 2.06% |
$10.3K - $11.4K
|
15.1K
$530K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
9.02K+ 5.33% |
$292K - $323K
|
178K
$6.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
215New |
$6.95K - $7.71K
|
215
$7.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-20.9K- 57.77% |
$677K - $750K
|
15.3K
$538K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 18.2% |
$513K - $569K
|
103K
$3.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-116K- 55.58% |
$3.76M - $4.17M
|
93K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.69K+ 1.1% |
$54.5K - $60.4K
|
155K
$5.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.61K- 58.09% |
$279K - $309K
|
6.21K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
90+ 0.46% |
$2.91K - $3.23K
|
19.5K
$687K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.96K- 91.6% |
$95.6K - $106K
|
271
$9.53K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.96M- 90.06% |
$63.5M - $70.4M
|
217K
$7.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.79K- 13.99% |
$219K - $243K
|
41.7K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
4.62K+ 8.56% |
$149K - $166K
|
58.6K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.21K+ 27.17% |
$298K - $330K
|
43.1K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-500- 9.84% |
$16.2K - $17.9K
|
4.58K
$161K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.07K- 6.43% |
$229K - $254K
|
103K
$3.62M
|