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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
154KNew |
$4.82M - $5.38M
|
154K
$5.3M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
146KNew |
$4.58M - $5.11M
|
146K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
144K+ 33.33% |
$4.52M - $5.04M
|
578K
$19.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
138K+ 41.66% |
$4.32M - $4.82M
|
469K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
137K+ 1091.81% |
$4.28M - $4.77M
|
149K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
136K+ 393.51% |
$4.27M - $4.76M
|
171K
$5.88M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
135K+ 34.08% |
$4.24M - $4.73M
|
533K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
127K+ 28.08% |
$3.98M - $4.44M
|
581K
$20M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
126KNew |
$3.94M - $4.39M
|
126K
$4.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
122KNew |
$3.82M - $4.26M
|
122K
$4.2M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
119KNew |
$3.73M - $4.16M
|
119K
$4.11M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
117KNew |
$3.66M - $4.08M
|
117K
$4.03M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
116KNew |
$3.62M - $4.03M
|
116K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
114KNew |
$3.55M - $3.96M
|
114K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
112K+ 17.38% |
$3.49M - $3.9M
|
754K
$25.9M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
110KNew |
$3.44M - $3.84M
|
110K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
110K+ 32.19% |
$3.43M - $3.82M
|
450K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
109KNew |
$3.41M - $3.8M
|
109K
$3.75M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
108KNew |
$3.38M - $3.77M
|
108K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
107K+ 324.54% |
$3.35M - $3.73M
|
140K
$4.82M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
104KNew |
$3.25M - $3.62M
|
104K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104K+ 26.28% |
$3.25M - $3.62M
|
498K
$17.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
100KNew |
$3.14M - $3.51M
|
100K
$3.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97.3K+ 175.11% |
$3.04M - $3.39M
|
153K
$5.26M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
97KNew |
$3.03M - $3.38M
|
97K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
94.2K+ 859.83% |
$2.95M - $3.29M
|
105K
$3.62M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.8K+ 6.46% |
$2.9M - $3.24M
|
1.53M
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
92.1K+ 191.21% |
$2.88M - $3.21M
|
140K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
91.6K+ 581.72% |
$2.87M - $3.2M
|
107K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
89.9KNew |
$2.81M - $3.14M
|
89.9K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
88.6KNew |
$2.77M - $3.09M
|
88.6K
$3.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
84.4KNew |
$2.64M - $2.95M
|
84.4K
$2.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
84.1KNew |
$2.63M - $2.94M
|
84.1K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
82.6K+ 55.06% |
$2.59M - $2.88M
|
233K
$8.01M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
81.8K+ 6358.04% |
$2.56M - $2.86M
|
83.1K
$2.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
81.3K+ 52.43% |
$2.55M - $2.84M
|
236K
$8.14M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
81.2KNew |
$2.54M - $2.83M
|
81.2K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
80.4KNew |
$2.52M - $2.81M
|
80.4K
$2.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
78.5KNew |
$2.46M - $2.74M
|
78.5K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
77.3KNew |
$2.42M - $2.7M
|
77.3K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
75.4K+ 60.59% |
$2.36M - $2.63M
|
200K
$6.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
74.1KNew |
$2.32M - $2.58M
|
74.1K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
73.5K+ 13.34% |
$2.3M - $2.56M
|
624K
$21.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
72.8KNew |
$2.28M - $2.54M
|
72.8K
$2.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
72.4KNew |
$2.27M - $2.53M
|
72.4K
$2.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
72.4KNew |
$2.27M - $2.53M
|
72.4K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
70.2K+ 53.71% |
$2.2M - $2.45M
|
201K
$6.91M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69.4K+ 66.12% |
$2.17M - $2.42M
|
174K
$6M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
69.3KNew |
$2.17M - $2.42M
|
69.3K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
68.1K+ 8.46% |
$2.13M - $2.38M
|
874K
$30.1M
|