Purchases and Sales Made in Q2 2024 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-407- 2.26% |
$13.8K - $14.6K
|
17.6K
$664K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-422- 16.49% |
$14.3K - $15.2K
|
2.14K
$80.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-429- 33.36% |
$14.5K - $15.4K
|
857
$32.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-476- 14.54% |
$16.1K - $17.1K
|
2.8K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-478- 2.02% |
$16.2K - $17.2K
|
23.2K
$874K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-480- 1.16% |
$16.2K - $17.3K
|
40.9K
$1.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-488- 13.2% |
$16.5K - $17.5K
|
3.21K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-500- 5.8% |
$16.9K - $18K
|
8.13K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-516- 2.73% |
$17.5K - $18.5K
|
18.4K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-600- 7.02% |
$20.3K - $21.6K
|
7.95K
$300K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-741- 39.92% |
$25.1K - $26.6K
|
1.12K
$42.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-780- 1.99% |
$26.4K - $28K
|
38.4K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-804- 2.7% |
$27.2K - $28.9K
|
29K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-844- 22.98% |
$28.6K - $30.3K
|
2.83K
$107K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-867- 14.58% |
$29.3K - $31.2K
|
5.08K
$192K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-880- 6.4% |
$29.8K - $31.6K
|
12.9K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-891- 1.32% |
$30.1K - $32K
|
66.5K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-927- 3.77% |
$31.4K - $33.3K
|
23.7K
$894K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-933- 4.66% |
$31.6K - $33.5K
|
19.1K
$721K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-987- 9.32% |
$33.4K - $35.5K
|
9.6K
$362K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 10.38% |
$36.2K - $38.4K
|
9.23K
$348K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.1K- 53.39% |
$37K - $39.4K
|
956
$36.1K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.29K- 15.21% |
$43.5K - $46.2K
|
7.17K
$271K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.29K- 0.92% |
$43.7K - $46.4K
|
140K
$5.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.35K- 2.7% |
$45.6K - $48.4K
|
48.5K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.35K- 7.87% |
$45.7K - $48.6K
|
15.8K
$597K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.36K- 2.07% |
$45.9K - $48.7K
|
64.1K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.41K- 10.8% |
$47.6K - $50.6K
|
11.6K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 41.95% |
$47.8K - $50.8K
|
1.96K
$73.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.5K- 13.41% |
$50.8K - $53.9K
|
9.69K
$366K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.52K- 1.51% |
$51.3K - $54.4K
|
99K
$3.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.56K- 14.8% |
$52.7K - $56K
|
8.97K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.63K- 54.18% |
$55K - $58.5K
|
1.38K
$51.9K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.77K- 13.49% |
$59.9K - $63.7K
|
11.4K
$429K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 47.38% |
$60.6K - $64.4K
|
1.99K
$75.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.87K- 30.37% |
$63.3K - $67.2K
|
4.29K
$162K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.91K- 1.23% |
$64.7K - $68.7K
|
153K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 6.73% |
$67.9K - $72.2K
|
27.8K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.05K- 16.14% |
$69.4K - $73.7K
|
10.7K
$402K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.06K- 23.71% |
$69.7K - $74.1K
|
6.63K
$250K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.06K- 9.58% |
$69.8K - $74.1K
|
19.5K
$734K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.1K- 44.91% |
$71.1K - $75.6K
|
2.58K
$97.4K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.13K- 16.39% |
$72.1K - $76.6K
|
10.9K
$410K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.24K- 26.45% |
$75.7K - $80.4K
|
6.22K
$235K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.44K- 7.57% |
$82.4K - $87.5K
|
29.7K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2.52K- 0.23% |
$85.1K - $90.4K
|
1.08M
$40.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.59K- 2.3% |
$87.6K - $93K
|
110K
$4.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.68K- 4.59% |
$90.8K - $96.4K
|
55.8K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.83K- 16.64% |
$95.6K - $102K
|
14.2K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.86K- 12.46% |
$96.6K - $103K
|
20.1K
$757K
|