Latest Institutional Purchases of Ishares Currency Hedged Msci E (HEFA)
This list provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
17New |
$575 - $611
|
17
$643
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2MNew |
$62.7M - $69.9M
|
2M
$75.8M
|
|
|
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
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
72.4KNew |
$2.27M - $2.53M
|
72.4K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
68.1K+ 8.46% |
$2.13M - $2.38M
|
874K
$33.1M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.5KNew |
$1.55M - $1.73M
|
49.5K
$1.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
45.6KNew |
$1.43M - $1.59M
|
45.6K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
30.6KNew |
$956K - $1.07M
|
30.6K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.2KNew |
$946K - $1.05M
|
30.2K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.5KNew |
$922K - $1.03M
|
29.5K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.4KNew |
$732K - $816K
|
23.4K
$885K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
15KNew |
$470K - $524K
|
15K
$568K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.9KNew |
$436K - $486K
|
13.9K
$527K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.15KNew |
$286K - $319K
|
9.15K
$346K
|
|
|
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
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.19KNew |
$68.6K - $76.5K
|
2.19K
$82.9K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
727New |
$22.7K - $25.4K
|
727
$27.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
479+ 6.51% |
$15K - $16.7K
|
7.84K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
396+ 45.21% |
$12.4K - $13.8K
|
1.27K
$48.1K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
225New |
$7.04K - $7.85K
|
225
$8.51K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
195New |
$6.1K - $6.81K
|
195
$7.38K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49New |
$1.53K - $1.71K
|
49
$1.85K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
41New |
$1.28K - $1.43K
|
41
$1.55K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33New |
$1.03K - $1.15K
|
33
$1.25K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$313 - $349
|
10
$378
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
28.1KNew |
$810K - $892K
|
28.1K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$352K - $388K
|
12.2K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
9.79KNew |
$282K - $311K
|
9.79K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.51KNew |
$274K - $302K
|
9.51K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8.49KNew |
$245K - $270K
|
8.49K
$321K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.27KNew |
$239K - $263K
|
8.27K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
2.93K+ 0.74% |
$84.6K - $93.1K
|
398K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.55KNew |
$44.8K - $49.3K
|
1.55K
$58.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
383+ 0.85% |
$11.1K - $12.2K
|
45.5K
$1.72M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
298New |
$8.6K - $9.46K
|
298
$11.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 1.25% |
$2.6K - $2.86K
|
7.28K
$275K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
79New |
$2.28K - $2.51K
|
79
$2.99K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.71% |
$173 - $191
|
851
$32.2K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
77.4KNew |
$2.29M - $2.4M
|
77.4K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17KNew |
$503K - $527K
|
17K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.51K+ 0.38% |
$104K - $109K
|
936K
$35.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$41.1K - $43K
|
1.39K
$52.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
194New |
$5.73K - $6.01K
|
194
$7.34K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16New |
$473 - $495
|
16
$605
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$236 - $248
|
8
$303
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.94% |
$148 - $155
|
263
$9.95K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
31.7KNew |
$929K - $985K
|
31.7K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
29.9K+ 6.89% |
$877K - $930K
|
464K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$839K - $889K
|
28.6K
$1.08M
|
|