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 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-69.4K- 38.57% |
$2.35M - $2.49M
|
111K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-80.9K- 16.4% |
$2.74M - $2.91M
|
413K
$15.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-88.1K- 30.07% |
$2.98M - $3.17M
|
205K
$7.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-96.6K- 2.31% |
$3.27M - $3.47M
|
4.08M
$154M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-102K- 29.96% |
$3.44M - $3.66M
|
238K
$8.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-161K- 12.24% |
$5.46M - $5.8M
|
1.16M
$43.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 4.09% |
$6.17M - $6.56M
|
4.28M
$162M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 4.09% |
$6.17M - $6.56M
|
4.28M
$162M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-204K- 96.02% |
$6.89M - $7.32M
|
8.44K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-222K- 94.52% |
$7.51M - $7.98M
|
12.9K
$486K
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-224K- 96.37% |
$7.59M - $8.06M
|
8.44K
$319K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-226K- 8.39% |
$7.65M - $8.13M
|
2.47M
$93.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-289K- 39.46% |
$9.79M - $10.4M
|
444K
$16.8M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-313K- 97.64% |
$10.6M - $11.2M
|
7.54K
$285K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-321K- 23.32% |
$10.9M - $11.5M
|
1.05M
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-455K- 8.7% |
$15.4M - $16.3M
|
4.77M
$180M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-479K- 35.76% |
$16.2M - $17.2M
|
861K
$32.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-695K- 30.76% |
$23.5M - $25M
|
1.56M
$59M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-990K- 16.47% |
$33.5M - $35.6M
|
5.02M
$190M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.05M- 32.44% |
$35.4M - $37.6M
|
2.18M
$82.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.01M- 25.49% |
$237M - $252M
|
20.5M
$774M
|