Purchases and Sales Made in Q1 2024 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4M+ 352.29% |
$671M - $748M
|
27.5M
$947M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.75M+ 374.79% |
$148M - $166M
|
6.01M
$207M
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
4.26MNew |
$133M - $149M
|
4.26M
$147M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.14M+ 108.91% |
$129M - $144M
|
7.94M
$273M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.19M+ 8608.12% |
$99.8M - $111M
|
3.23M
$111M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.7MNew |
$84.3M - $94.1M
|
2.7M
$92.8M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.26MNew |
$70.7M - $78.9M
|
2.26M
$77.8M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2MNew |
$62.7M - $69.9M
|
2M
$69M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.75M+ 64.71% |
$54.9M - $61.2M
|
4.46M
$154M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.75M+ 64.71% |
$54.9M - $61.2M
|
4.46M
$154M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.67M+ 151.94% |
$52.2M - $58.2M
|
2.77M
$95.2M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.66M+ 1666.45% |
$51.9M - $57.9M
|
1.76M
$60.6M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23M+ 1066.3% |
$38.4M - $42.8M
|
1.34M
$46.1M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
834K+ 10833.2% |
$26.1M - $29.1M
|
841K
$29M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
821K+ 147.85% |
$25.7M - $28.6M
|
1.38M
$47.3M
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
733KNew |
$22.9M - $25.6M
|
733K
$25.2M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
699K+ 52.32% |
$21.9M - $24.4M
|
2.03M
$70M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
611K+ 69.31% |
$19.1M - $21.3M
|
1.49M
$51.4M
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
589K+ 33.15% |
$18.4M - $20.6M
|
2.37M
$81.5M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
572K+ 12.28% |
$17.9M - $20M
|
5.23M
$180M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
542K+ 4167.55% |
$17M - $18.9M
|
555K
$19.1M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
486K+ 13.16% |
$15.2M - $17M
|
4.18M
$144M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
456K+ 6844.85% |
$14.3M - $15.9M
|
463K
$15.9M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
416K+ 5898.13% |
$13M - $14.5M
|
424K
$14.6M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
385K+ 354.82% |
$12M - $13.4M
|
493K
$17M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
366K+ 43191.16% |
$11.5M - $12.8M
|
367K
$12.6M
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
366KNew |
$11.4M - $12.8M
|
366K
$12.6M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
293KNew |
$9.17M - $10.2M
|
293K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
287K+ 106.68% |
$8.97M - $10M
|
556K
$19.1M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
286K+ 538.19% |
$8.96M - $10M
|
340K
$11.7M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
254K+ 230.49% |
$7.95M - $8.86M
|
364K
$12.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
241K+ 999.79% |
$7.54M - $8.41M
|
265K
$9.12M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
235KNew |
$7.35M - $8.2M
|
235K
$8.09M
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
224K+ 2655.7% |
$7.02M - $7.83M
|
233K
$8.01M
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
210KNew |
$6.56M - $7.32M
|
210K
$7.22M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
208KNew |
$6.52M - $7.27M
|
208K
$7.17M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
192K+ 19.12% |
$6M - $6.69M
|
1.2M
$41.1M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
189K+ 2804.93% |
$5.91M - $6.59M
|
196K
$6.73M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
188KNew |
$5.87M - $6.55M
|
188K
$6.46M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 4.26% |
$5.71M - $6.37M
|
4.46M
$154M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
175K+ 3729.99% |
$5.48M - $6.12M
|
180K
$6.19M
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
172KNew |
$5.4M - $6.02M
|
172K
$5.94M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
171K+ 3.93% |
$5.36M - $5.98M
|
4.53M
$156M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
171KNew |
$5.35M - $5.96M
|
171K
$5.88M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
167KNew |
$5.23M - $5.84M
|
167K
$5.76M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
166K+ 14.43% |
$5.21M - $5.81M
|
1.32M
$45.4M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
164KNew |
$5.12M - $5.71M
|
164K
$5.63M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
162KNew |
$5.06M - $5.64M
|
162K
$5.56M
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
157KNew |
$4.91M - $5.48M
|
157K
$5.4M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
156K+ 12491.75% |
$4.88M - $5.45M
|
157K
$5.41M
|