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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.29K+ 12.0% |
$65.9K - $72.6K
|
21.3K
$744K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.24K+ 22.47% |
$64.8K - $71.3K
|
12.2K
$427K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.14K+ 7.48% |
$61.8K - $68K
|
30.8K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.96K+ 262.33% |
$56.5K - $62.2K
|
2.7K
$94.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.62K+ 7.59% |
$46.7K - $51.4K
|
22.9K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.55KNew |
$44.8K - $49.3K
|
1.55K
$54.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.49KNew |
$43.1K - $47.4K
|
1.49K
$52.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33K+ 112.37% |
$38.3K - $42.1K
|
2.51K
$87.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
940+ 2.43% |
$27.1K - $29.9K
|
39.7K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
939+ 7.23% |
$27.1K - $29.8K
|
13.9K
$486K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
925+ 2.69% |
$26.7K - $29.4K
|
35.3K
$1.23M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
885+ 5.06% |
$25.5K - $28.1K
|
18.4K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
876New |
$25.3K - $27.8K
|
876
$30.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
827+ 12.39% |
$23.9K - $26.3K
|
7.5K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
568New |
$16.4K - $18K
|
568
$19.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
559New |
$16.1K - $17.8K
|
559
$19.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
516+ 4.3% |
$14.9K - $16.4K
|
12.5K
$437K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
445+ 7.13% |
$12.8K - $14.1K
|
6.69K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
383+ 0.85% |
$11.1K - $12.2K
|
45.5K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
380+ 4.09% |
$11K - $12.1K
|
9.66K
$337K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
298New |
$8.6K - $9.46K
|
298
$10.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
201+ 2.77% |
$5.8K - $6.38K
|
7.45K
$260K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
187+ 5.01% |
$5.4K - $5.94K
|
3.92K
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
176+ 15.84% |
$5.08K - $5.59K
|
1.29K
$44.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
170+ 0.71% |
$4.91K - $5.4K
|
24.1K
$841K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
155+ 5166.67% |
$4.47K - $4.92K
|
158
$5.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
121+ 1.15% |
$3.49K - $3.84K
|
10.6K
$371K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
95+ 1.31% |
$2.74K - $3.02K
|
7.36K
$257K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 1.25% |
$2.6K - $2.86K
|
7.28K
$254K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
82+ 0.54% |
$2.37K - $2.6K
|
15.4K
$537K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
81+ 0.27% |
$2.34K - $2.57K
|
30.6K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
79New |
$2.28K - $2.51K
|
79
$2.76K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
75+ 2.57% |
$2.16K - $2.38K
|
2.99K
$104K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
51New |
$1.47K - $1.62K
|
51
$1.78K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
37New |
$1.07K - $1.18K
|
37
$1.29K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31+ 0.4% |
$895 - $985
|
7.7K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.71% |
$173 - $191
|
851
$29.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-19- 0.02% |
$548 - $603
|
82.7K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-43- 7.26% |
$1.24K - $1.37K
|
549
$19.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 2.84% |
$1.65K - $1.81K
|
1.95K
$68.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-59- 5.68% |
$1.7K - $1.87K
|
980
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 0.71% |
$2.02K - $2.22K
|
9.79K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-121- 0.75% |
$3.49K - $3.84K
|
16.1K
$561K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-134- 0.59% |
$3.87K - $4.26K
|
22.4K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-149- 2.07% |
$4.3K - $4.73K
|
7.06K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-234- 2.09% |
$6.75K - $7.43K
|
11K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-243- 5.41% |
$7.01K - $7.72K
|
4.25K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-257- 2.37% |
$7.42K - $8.16K
|
10.6K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-274- 0.82% |
$7.91K - $8.7K
|
33K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-305- 1.47% |
$8.8K - $9.69K
|
20.4K
$711K
|