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 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
$3.66M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.78KNew |
$57.6K - $63.9K
|
1.78K
$64.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.08M- 84.19% |
$67.2M - $74.5M
|
390K
$14.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-26.7K- 88.45% |
$864K - $958K
|
3.49K
$126K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.79K- 0.32% |
$90.4K - $100K
|
861K
$31.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18K- 18.15% |
$581K - $644K
|
81K
$2.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.91K- 28.17% |
$223K - $248K
|
17.6K
$638K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-157- 94.58% |
$5.08K - $5.63K
|
9
$326
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.3K- 52.3% |
$236K - $262K
|
6.66K
$241K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
234+ 0.29% |
$7.57K - $8.39K
|
81K
$2.93M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
965+ 13.24% |
$32.6K - $34.7K
|
8.25K
$299K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.99K- 36.26% |
$270K - $287K
|
14K
$508K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-51.2K- 27.31% |
$1.73M - $1.84M
|
136K
$4.94M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
30+ 0.03% |
$1.01K - $1.08K
|
110K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.8K- 33.56% |
$772K - $820K
|
45.2K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.6KNew |
$392K - $416K
|
11.6K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 33.09% |
$628K - $667K
|
37.5K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25- 0.27% |
$846 - $899
|
9.27K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-261- 9.81% |
$8.83K - $9.38K
|
2.4K
$86.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
97New |
$3.28K - $3.49K
|
97
$3.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
46.1KNew |
$1.56M - $1.66M
|
46.1K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
52.2KNew |
$1.77M - $1.88M
|
52.2K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
8.83K+ 1.11% |
$299K - $317K
|
801K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
144+ 0.35% |
$4.87K - $5.18K
|
41.2K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
345+ 4.35% |
$11.7K - $12.4K
|
8.28K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-6.71K- 3.38% |
$227K - $241K
|
192K
$6.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.78KNew |
$229K - $244K
|
6.78K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.73K- 74.16% |
$160K - $170K
|
1.65K
$59.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$379K - $402K
|
11.2K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-8.14K- 36.64% |
$275K - $292K
|
14.1K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 37.27% |
$518K - $551K
|
25.8K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.59K+ 24.86% |
$257K - $273K
|
38.1K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.53K- 14.77% |
$322K - $343K
|
55K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29.5KNew |
$997K - $1.06M
|
29.5K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.72K+ 34.72% |
$227K - $242K
|
26.1K
$945K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
194KNew |
$6.58M - $6.99M
|
194K
$7.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
19.9K+ 104.94% |
$675K - $717K
|
38.9K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
145KNew |
$4.9M - $5.2M
|
145K
$5.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 6.73% |
$67.9K - $72.2K
|
27.8K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-69.4K- 38.57% |
$2.35M - $2.49M
|
111K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12.2K- 26.2% |
$413K - $438K
|
34.4K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44.6K- 30.42% |
$1.51M - $1.6M
|
102K
$3.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-9.02K- 48.23% |
$305K - $324K
|
9.69K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-4.97K- 0.12% |
$168K - $179K
|
4.26M
$154M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-34K- 38.44% |
$1.15M - $1.22M
|
54.5K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-7.72K- 36.45% |
$261K - $277K
|
13.5K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.69KNew |
$192K - $204K
|
5.69K
$206K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.3K- 39.18% |
$553K - $587K
|
25.4K
$919K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.34K+ 1.96% |
$79.1K - $84.1K
|
122K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
37.4KNew |
$1.27M - $1.34M
|
37.4K
$1.35M
|
|