Purchases and Sales Made in Q4 2023 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.4K+ 9.3% |
$530K - $583K
|
216K
$7.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
16.4KNew |
$474K - $521K
|
16.4K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1KNew |
$407K - $448K
|
14.1K
$492K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
14KNew |
$403K - $443K
|
14K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13.9K+ 18.11% |
$401K - $441K
|
90.6K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13KNew |
$376K - $414K
|
13K
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$352K - $388K
|
12.2K
$426K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 56.07% |
$330K - $363K
|
31.8K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11KNew |
$316K - $348K
|
11K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 3.57% |
$298K - $328K
|
300K
$10.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 103.61% |
$297K - $326K
|
20.2K
$705K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.2KNew |
$295K - $324K
|
10.2K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
9.79KNew |
$282K - $311K
|
9.79K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.51KNew |
$274K - $302K
|
9.51K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
9.4K+ 8.17% |
$271K - $298K
|
124K
$4.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.91K+ 15.59% |
$257K - $283K
|
66.1K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.86K+ 8.35% |
$256K - $281K
|
115K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8.49KNew |
$245K - $270K
|
8.49K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.37KNew |
$242K - $266K
|
8.37K
$292K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.27KNew |
$239K - $263K
|
8.27K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.11KNew |
$234K - $257K
|
8.11K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.07K+ 2.86% |
$233K - $256K
|
290K
$10.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.87K+ 2.49% |
$198K - $218K
|
283K
$9.89M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.78K+ 10.36% |
$196K - $215K
|
72.2K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.78KNew |
$196K - $215K
|
6.78K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.73KNew |
$194K - $214K
|
6.73K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.67KNew |
$192K - $212K
|
6.67K
$233K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.66KNew |
$192K - $212K
|
6.66K
$233K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
6.61K+ 286.51% |
$191K - $210K
|
8.91K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.4KNew |
$185K - $203K
|
6.4K
$223K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
6.28K+ 16.88% |
$181K - $200K
|
43.5K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.06K+ 10.71% |
$175K - $193K
|
62.6K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.97K+ 6.37% |
$172K - $190K
|
99.6K
$3.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.44K+ 2.62% |
$157K - $173K
|
213K
$7.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.39K+ 3.73% |
$156K - $171K
|
150K
$5.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.27K+ 7.89% |
$152K - $167K
|
72K
$2.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.18KNew |
$150K - $165K
|
5.18K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.66K+ 18.13% |
$134K - $148K
|
30.4K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
4.66K+ 4.06% |
$134K - $148K
|
119K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.62KNew |
$133K - $147K
|
4.62K
$161K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.53K+ 3.07% |
$131K - $144K
|
152K
$5.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.52K+ 9.25% |
$131K - $144K
|
53.4K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.98K+ 0.74% |
$115K - $126K
|
544K
$19M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.46K+ 1.27% |
$99.8K - $110K
|
277K
$9.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.28K+ 9.48% |
$94.6K - $104K
|
37.8K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.1K+ 31.35% |
$89.6K - $98.6K
|
13K
$454K
|
|
|
Feb 08, 2024
Q4 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
2.93K+ 0.74% |
$84.6K - $93.1K
|
398K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.76K+ 7.3% |
$79.7K - $87.7K
|
40.6K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.62KNew |
$75.7K - $83.3K
|
2.62K
$91.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 14.63% |
$66.3K - $73K
|
18K
$628K
|