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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 7.6% |
$37.5K - $41.9K
|
14.6K
$513K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-302- 5.83% |
$9.45K - $10.5K
|
4.88K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-254- 17.0% |
$7.95K - $8.86K
|
1.24K
$43.6K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 1.43% |
$3.13K - $3.49K
|
6.9K
$243K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
SELL
|
- |
-446K- 89.68% |
$12.9M - $14.2M
|
51.3K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-23.2KClosed |
$669K - $736K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-9.09K- 8.51% |
$262K - $289K
|
97.8K
$3.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-692- 5.07% |
$20K - $22K
|
12.9K
$455K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-394- 1.09% |
$11.4K - $12.5K
|
35.8K
$1.26M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.7K- 14.34% |
$760K - $796K
|
154K
$5.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-15.4K- 25.9% |
$454K - $476K
|
44K
$1.55M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.8K- 18.7% |
$1.49M - $1.58M
|
221K
$7.76M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-10K- 90.92% |
$294K - $311K
|
1K
$35.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.46K- 11.04% |
$42.8K - $45.3K
|
11.8K
$414K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.31K- 1.53% |
$38.5K - $40.8K
|
84.4K
$2.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-760- 8.42% |
$22.3K - $23.6K
|
8.27K
$291K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-44.4K- 76.85% |
$1.22M - $1.32M
|
13.4K
$471K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-22.3K- 10.5% |
$613K - $662K
|
190K
$6.69M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-70.5K- 88.48% |
$1.9M - $2.4M
|
9.18K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.95K- 98.33% |
$79.7K - $101K
|
50
$1.76K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.96KClosed |
$52.8K - $66.7K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.65K- 56.52% |
$44.6K - $56.3K
|
1.27K
$44.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.41K- 1.49% |
$38K - $48K
|
92.8K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-372- 4.55% |
$10K - $12.7K
|
7.8K
$274K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-351- 86.45% |
$9.48K - $12K
|
55
$1.93K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-32- 0.27% |
$864 - $1.09K
|
12K
$423K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-699K- 18.61% |
$20.9M - $23.2M
|
3.06M
$108M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-172K- 71.73% |
$5.13M - $5.71M
|
67.7K
$2.38M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-123K- 99.55% |
$3.68M - $4.09M
|
559
$19.7K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-22.4KClosed |
$669K - $744K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-14.6KClosed |
$436K - $485K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-13KClosed |
$387K - $431K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7.42K- 3.65% |
$222K - $247K
|
196K
$6.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.75K- 14.02% |
$142K - $158K
|
29.1K
$1.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.66K- 10.72% |
$109K - $122K
|
30.5K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.99K- 0.39% |
$59.3K - $66K
|
507K
$17.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.09K- 7.26% |
$32.6K - $36.2K
|
13.9K
$489K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-323- 3.7% |
$9.65K - $10.7K
|
8.41K
$296K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-162- 16.68% |
$4.84K - $5.38K
|
809
$28.5K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-118K- 19.69% |
$3.66M - $4.08M
|
481K
$16.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-32.4K- 99.98% |
$1M - $1.12M
|
8
$281
|
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-31.7KClosed |
$985K - $1.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-19.6K- 75.28% |
$609K - $679K
|
6.44K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-7.7KClosed |
$239K - $266K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.08KClosed |
$220K - $245K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.92KClosed |
$184K - $205K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5.59KClosed |
$174K - $193K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-3.9KClosed |
$121K - $135K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.41K- 15.69% |
$43.7K - $48.7K
|
7.56K
$266K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-730- 46.26% |
$22.7K - $25.3K
|
848
$29.8K
|
|