Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.27M- 11.63% |
$196M - $219M
|
47.6M
$1.7B
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.88M- 64.93% |
$58.9M - $65.7M
|
1.02M
$36.3M
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-258K- 31.88% |
$8.08M - $9.02M
|
552K
$19.7M
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-130K- 10.72% |
$4.05M - $4.52M
|
1.08M
$38.5M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-120K- 42.24% |
$3.74M - $4.17M
|
164K
$5.84M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-119K- 16.73% |
$3.74M - $4.17M
|
594K
$21.2M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-53.3K- 41.39% |
$1.67M - $1.86M
|
75.4K
$2.69M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-52.2K- 8.97% |
$1.63M - $1.82M
|
530K
$18.9M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.5K- 57.89% |
$736K - $820K
|
17.1K
$611K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.5K- 12.12% |
$485K - $541K
|
112K
$4.02M
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.9K- 50.81% |
$465K - $519K
|
14.4K
$514K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-13.8K- 11.59% |
$433K - $482K
|
105K
$3.77M
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-12K- 22.11% |
$377K - $420K
|
42.4K
$1.51M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 35.93% |
$358K - $399K
|
20.4K
$728K
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-8.32K- 9.33% |
$260K - $290K
|
80.8K
$2.89M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.8K- 27.62% |
$181K - $202K
|
15.2K
$543K
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-5.39K- 0.69% |
$169K - $188K
|
774K
$27.6M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.77K- 64.18% |
$149K - $166K
|
2.66K
$95.1K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.45K- 1.61% |
$139K - $155K
|
271K
$9.7M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.67KClosed |
$115K - $128K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.11K- 13.43% |
$97.2K - $108K
|
20K
$716K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.89K- 13.85% |
$90.6K - $101K
|
18K
$643K
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.74K- 3.31% |
$85.8K - $95.7K
|
80K
$2.86M
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.59K- 16.93% |
$81K - $90.4K
|
12.7K
$454K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.22K- 20.6% |
$69.4K - $77.4K
|
8.55K
$305K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.07K- 4.76% |
$64.7K - $72.2K
|
41.4K
$1.48M
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.06K- 10.83% |
$64.4K - $71.8K
|
16.9K
$605K
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.96K- 5.75% |
$61.4K - $68.4K
|
32.2K
$1.15M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 0.63% |
$58.7K - $65.4K
|
298K
$10.6M
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.57K- 6.99% |
$49K - $54.7K
|
20.8K
$744K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.38K- 9.79% |
$43.2K - $48.2K
|
12.7K
$454K
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.17K- 1.87% |
$36.7K - $40.9K
|
61.5K
$2.2M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-904- 2.76% |
$28.3K - $31.5K
|
31.8K
$1.14M
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-560- 7.46% |
$17.5K - $19.5K
|
6.94K
$248K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-531- 1.34% |
$16.6K - $18.5K
|
39.2K
$1.4M
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-528- 1.47% |
$16.5K - $18.4K
|
35.3K
$1.26M
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-410- 2.8% |
$12.8K - $14.3K
|
14.2K
$508K
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-340- 3.54% |
$10.6K - $11.9K
|
9.27K
$331K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-333- 1.45% |
$10.4K - $11.6K
|
22.6K
$808K
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-320- 1.57% |
$10K - $11.2K
|
20.1K
$717K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-302- 5.83% |
$9.45K - $10.5K
|
4.88K
$174K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-271- 1.76% |
$8.48K - $9.46K
|
15.1K
$540K
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-262- 2.53% |
$8.2K - $9.14K
|
10.1K
$361K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-254- 17.0% |
$7.95K - $8.86K
|
1.24K
$44.3K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-235- 0.59% |
$7.35K - $8.2K
|
39.5K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-175- 1.85% |
$5.48K - $6.11K
|
9.29K
$332K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-100- 1.15% |
$3.13K - $3.49K
|
8.63K
$308K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 1.43% |
$3.13K - $3.49K
|
6.9K
$247K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-55- 5.61% |
$1.72K - $1.92K
|
925
$33.1K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40- 0.12% |
$1.25K - $1.4K
|
34.6K
$1.24M
|