Purchases and Sales Made in Q3 2024 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.68K+ 24.61% |
$54.3K - $60.2K
|
8.51K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.68K+ 1.48% |
$54.2K - $60K
|
115K
$3.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.66K+ 19.71% |
$53.7K - $59.5K
|
10.1K
$347K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.59K+ 11.77% |
$51.4K - $57K
|
15.1K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.58K+ 19.01% |
$51.2K - $56.7K
|
9.9K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.54K+ 1.57% |
$49.8K - $55.2K
|
99.3K
$3.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 0.29% |
$45.7K - $50.6K
|
490K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
935New |
$30.2K - $33.5K
|
935
$32.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
848+ 4.48% |
$27.4K - $30.4K
|
19.8K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
844+ 6.57% |
$27.3K - $30.3K
|
13.7K
$471K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
841+ 0.53% |
$27.2K - $30.1K
|
159K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
752+ 529.58% |
$24.3K - $27K
|
894
$30.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
576+ 1.74% |
$18.6K - $20.6K
|
33.7K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
443+ 2.85% |
$14.3K - $15.9K
|
16K
$551K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
423+ 32.79% |
$13.7K - $15.2K
|
1.71K
$59K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
394+ 31.2% |
$12.7K - $14.1K
|
1.66K
$57K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
389+ 0.43% |
$12.6K - $13.9K
|
90K
$3.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
378+ 1.39% |
$12.2K - $13.6K
|
27.5K
$946K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
340+ 12.53% |
$11K - $12.2K
|
3.05K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
333+ 1.78% |
$10.8K - $11.9K
|
19K
$655K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
331New |
$10.7K - $11.9K
|
331
$11.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
255+ 1.34% |
$8.25K - $9.14K
|
19.4K
$666K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
234+ 0.29% |
$7.57K - $8.39K
|
81K
$2.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
232+ 2.11% |
$7.5K - $8.32K
|
11.2K
$387K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
218+ 3.3% |
$7.05K - $7.82K
|
6.83K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
215New |
$6.95K - $7.71K
|
215
$7.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$6.47K - $7.17K
|
200
$6.88K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
124New |
$4.01K - $4.45K
|
124
$4.27K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$3.23K - $3.59K
|
100
$3.44K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
97+ 0.27% |
$3.14K - $3.48K
|
36.1K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
92New |
$2.98K - $3.3K
|
92
$3.17K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
90+ 0.46% |
$2.91K - $3.23K
|
19.5K
$672K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89New |
$2.88K - $3.19K
|
89
$3.06K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68+ 6.98% |
$2.2K - $2.44K
|
1.04K
$35.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
57New |
$1.84K - $2.04K
|
57
$1.96K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
43New |
$1.39K - $1.54K
|
43
$1.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
39+ 1.24% |
$1.26K - $1.4K
|
3.19K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38+ 4.21% |
$1.23K - $1.36K
|
940
$32.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37New |
$1.2K - $1.33K
|
37
$1.27K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
37New |
$1.2K - $1.33K
|
37
$1.27K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$1.03K - $1.15K
|
32
$1.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
29New |
$938 - $1.04K
|
29
$998
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28New |
$906 - $1K
|
28
$964
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
24New |
$776 - $860
|
24
$826
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
19+ 0.07% |
$614 - $681
|
29K
$999K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18New |
$582 - $645
|
18
$620
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17New |
$550 - $609
|
17
$585
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 1.67% |
$453 - $502
|
854
$29.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
14+ 0.15% |
$453 - $502
|
9.25K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$323 - $359
|
10
$344
|