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 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
97+ 0.27% |
$3.14K - $3.48K
|
36.1K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-150- 4.67% |
$4.85K - $5.38K
|
3.06K
$106K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
841+ 0.53% |
$27.2K - $30.1K
|
159K
$5.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.08M- 84.19% |
$67.2M - $74.5M
|
390K
$13.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40.5K- 71.55% |
$1.31M - $1.45M
|
16.1K
$561K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-26.7K- 88.45% |
$864K - $958K
|
3.49K
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-297- 1.0% |
$9.6K - $10.6K
|
29.4K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.11K+ 7.17% |
$230K - $255K
|
106K
$3.7M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.78KNew |
$57.6K - $63.9K
|
1.78K
$62K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.2K+ 16.4% |
$461K - $511K
|
101K
$3.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-31.5K- 46.87% |
$1.02M - $1.13M
|
35.8K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
232+ 2.11% |
$7.5K - $8.32K
|
11.2K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-31.7K- 83.62% |
$1.03M - $1.14M
|
6.21K
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.7KNew |
$314K - $348K
|
9.7K
$338K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 5.56% |
$69.1K - $76.6K
|
40.6K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18K- 18.15% |
$581K - $644K
|
81K
$2.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.7K+ 3.1% |
$152K - $169K
|
157K
$5.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
14+ 0.15% |
$453 - $502
|
9.25K
$322K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.19K- 25.4% |
$135K - $150K
|
12.3K
$428K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.79K- 0.32% |
$90.4K - $100K
|
861K
$29.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.91K- 28.17% |
$223K - $248K
|
17.6K
$613K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-157- 94.58% |
$5.08K - $5.63K
|
9
$313
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.3K- 52.3% |
$236K - $262K
|
6.66K
$232K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.41M- 90.17% |
$45.6M - $50.6M
|
154K
$5.35M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
234+ 0.29% |
$7.57K - $8.39K
|
81K
$2.82M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
965+ 13.24% |
$32.6K - $34.7K
|
8.25K
$287K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
78.2KNew |
$2.64M - $2.81M
|
78.2K
$2.72M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.99K- 36.26% |
$270K - $287K
|
14K
$489K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-51.2K- 27.31% |
$1.73M - $1.84M
|
136K
$4.74M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
30+ 0.03% |
$1.01K - $1.08K
|
110K
$3.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52+ 5.64% |
$1.76K - $1.87K
|
974
$33.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
46.1KNew |
$1.56M - $1.66M
|
46.1K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
97New |
$3.28K - $3.49K
|
97
$3.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-261- 9.81% |
$8.83K - $9.38K
|
2.4K
$83.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25- 0.27% |
$846 - $899
|
9.27K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 33.09% |
$628K - $667K
|
37.5K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.6KNew |
$392K - $416K
|
11.6K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.8K- 33.56% |
$772K - $820K
|
45.2K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
52.2KNew |
$1.77M - $1.88M
|
52.2K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
8.83K+ 1.11% |
$299K - $317K
|
801K
$27.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
144+ 0.35% |
$4.87K - $5.18K
|
41.2K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
345+ 4.35% |
$11.7K - $12.4K
|
8.28K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-6.71K- 3.38% |
$227K - $241K
|
192K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.78KNew |
$229K - $244K
|
6.78K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.73K- 74.16% |
$160K - $170K
|
1.65K
$57.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$379K - $402K
|
11.2K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-8.14K- 36.64% |
$275K - $292K
|
14.1K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
194KNew |
$6.58M - $6.99M
|
194K
$6.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 37.27% |
$518K - $551K
|
25.8K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.59K+ 24.86% |
$257K - $273K
|
38.1K
$1.33M
|
|