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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
479+ 6.51% |
$15K - $16.7K
|
7.84K
$273K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
396+ 45.21% |
$12.4K - $13.8K
|
1.27K
$44.3K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
225New |
$7.04K - $7.85K
|
225
$7.83K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
195New |
$6.1K - $6.81K
|
195
$6.79K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49New |
$1.53K - $1.71K
|
49
$1.71K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
41New |
$1.28K - $1.43K
|
41
$1.43K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33New |
$1.03K - $1.15K
|
33
$1.15K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$313 - $349
|
10
$348
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
28.1KNew |
$810K - $892K
|
28.1K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$352K - $388K
|
12.2K
$425K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
9.79KNew |
$282K - $311K
|
9.79K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.51KNew |
$274K - $302K
|
9.51K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8.49KNew |
$245K - $270K
|
8.49K
$295K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.27KNew |
$239K - $263K
|
8.27K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
2.93K+ 0.74% |
$84.6K - $93.1K
|
398K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.55KNew |
$44.8K - $49.3K
|
1.55K
$54K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
383+ 0.85% |
$11.1K - $12.2K
|
45.5K
$1.58M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
298New |
$8.6K - $9.46K
|
298
$10.4K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 1.25% |
$2.6K - $2.86K
|
7.28K
$253K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
79New |
$2.28K - $2.51K
|
79
$2.75K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.71% |
$173 - $191
|
851
$29.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
77.4KNew |
$2.29M - $2.4M
|
77.4K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26KNew |
$767K - $804K
|
26K
$904K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17KNew |
$503K - $527K
|
17K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.42KNew |
$219K - $230K
|
7.42K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.51K+ 0.38% |
$104K - $109K
|
936K
$32.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.47K+ 8.27% |
$43.4K - $45.5K
|
19.2K
$669K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$41.1K - $43K
|
1.39K
$48.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
194New |
$5.73K - $6.01K
|
194
$6.75K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16New |
$473 - $495
|
16
$557
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$236 - $248
|
8
$278
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.94% |
$148 - $155
|
263
$9.15K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
31.7KNew |
$929K - $985K
|
31.7K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
29.9K+ 6.89% |
$877K - $930K
|
464K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$839K - $889K
|
28.6K
$995K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28KNew |
$821K - $870K
|
28K
$974K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
25.7KNew |
$754K - $799K
|
25.7K
$894K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.7K+ 2.67% |
$637K - $675K
|
834K
$29M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$331K - $351K
|
11.3K
$393K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.53KNew |
$250K - $265K
|
8.53K
$297K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
100New |
$2.93K - $3.11K
|
100
$3.48K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.34MNew |
$36.8M - $39.8M
|
1.34M
$46.7M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$1.78M - $1.92M
|
64.7K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$682K - $736K
|
24.8K
$863K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$508K - $548K
|
18.5K
$643K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.2KNew |
$473K - $510K
|
17.2K
$599K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.14K+ 26.13% |
$251K - $271K
|
44.1K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.56KNew |
$42.7K - $46.1K
|
1.56K
$54.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
676+ 7.18% |
$18.6K - $20K
|
10.1K
$351K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
48.2K+ 54.78% |
$1.3M - $1.64M
|
136K
$4.74M
|
|