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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
8.14K+ 81.75% |
$263K - $292K
|
18.1K
$630K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27.3K+ 44.17% |
$883K - $978K
|
89.1K
$3.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
34.1K+ 6.82% |
$1.1M - $1.22M
|
534K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-693- 9.67% |
$22.4K - $24.8K
|
6.48K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.99K+ 19.43% |
$291K - $322K
|
55.3K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-793- 89.81% |
$25.6K - $28.4K
|
90
$3.13K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.09K+ 7.42% |
$132K - $146K
|
59.1K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5.18K+ 405.96% |
$167K - $186K
|
6.45K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
37New |
$1.2K - $1.33K
|
37
$1.29K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-113K- 93.23% |
$3.65M - $4.04M
|
8.19K
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.14K+ 15.64% |
$101K - $112K
|
23.2K
$807K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-64.6K- 41.06% |
$2.09M - $2.31M
|
92.7K
$3.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47K+ 832.47% |
$1.52M - $1.69M
|
52.7K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-487- 0.61% |
$15.7K - $17.5K
|
79.1K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18New |
$582 - $645
|
18
$626
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.2K+ 9.38% |
$458K - $508K
|
165K
$5.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.6K+ 28.92% |
$374K - $414K
|
51.5K
$1.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54.4K- 66.45% |
$1.76M - $1.95M
|
27.4K
$955K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-142- 0.18% |
$4.59K - $5.09K
|
77.4K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
24.4KNew |
$788K - $874K
|
24.4K
$848K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.4K- 14.81% |
$175K - $194K
|
31.1K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.2K- 12.74% |
$716K - $794K
|
152K
$5.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3K- 18.96% |
$97K - $108K
|
12.8K
$446K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
423+ 32.79% |
$13.7K - $15.2K
|
1.71K
$59.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.42K- 5.24% |
$208K - $230K
|
116K
$4.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-52K- 87.1% |
$1.68M - $1.87M
|
7.7K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.4K- 14.06% |
$499K - $553K
|
94.3K
$3.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-16.4K- 64.58% |
$530K - $587K
|
8.99K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.13K- 30.9% |
$134K - $148K
|
9.24K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
24New |
$776 - $860
|
24
$835
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.85K+ 38.02% |
$319K - $353K
|
35.8K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.12K- 12.04% |
$68.5K - $75.9K
|
15.5K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15.3K+ 12.97% |
$494K - $548K
|
133K
$4.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
378+ 1.39% |
$12.2K - $13.6K
|
27.5K
$956K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.06K- 3.21% |
$34.4K - $38.1K
|
32.1K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-326- 16.39% |
$10.5K - $11.7K
|
1.66K
$57.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5K- 21.0% |
$162K - $179K
|
18.8K
$655K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
188KNew |
$6.07M - $6.73M
|
188K
$6.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-6.64K- 1.22% |
$215K - $238K
|
536K
$18.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.39K- 69.88% |
$45K - $49.9K
|
600
$20.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$643K - $712K
|
19.9K
$692K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-347- 3.32% |
$11.2K - $12.4K
|
10.1K
$352K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.25K- 12.3% |
$40.3K - $44.7K
|
8.89K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 0.29% |
$45.7K - $50.6K
|
490K
$17M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
218+ 3.3% |
$7.05K - $7.82K
|
6.83K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
23.5K+ 20.22% |
$760K - $842K
|
140K
$4.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38.4K- 32.19% |
$1.24M - $1.37M
|
80.8K
$2.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.27K+ 31.3% |
$235K - $261K
|
30.5K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
136K+ 3.33% |
$4.4M - $4.87M
|
4.22M
$147M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
209K+ 14.15% |
$6.76M - $7.5M
|
1.69M
$58.7M
|