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 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-27.4K- 25.14% |
$792K - $871K
|
81.7K
$2.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-30.6K- 6.41% |
$883K - $972K
|
447K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33.5K- 20.76% |
$968K - $1.06M
|
128K
$4.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33.8K- 100.0% |
$976K - $1.07M
|
1
$34.9
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-69K- 7.89% |
$1.99M - $2.19M
|
806K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.5K- 82.15% |
$2.09M - $2.3M
|
15.8K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.1K- 5.88% |
$2.28M - $2.51M
|
1.27M
$44.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81.5K- 17.11% |
$2.35M - $2.59M
|
395K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-111K- 31.45% |
$3.21M - $3.54M
|
243K
$8.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-115K- 8.72% |
$3.33M - $3.67M
|
1.21M
$42.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-130K- 24.68% |
$3.76M - $4.13M
|
397K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-184K- 13.79% |
$5.32M - $5.86M
|
1.15M
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-236K- 25.93% |
$6.83M - $7.51M
|
676K
$23.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
SELL
|
- |
-446K- 89.68% |
$12.9M - $14.2M
|
51.3K
$1.79M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.53M- 28.78% |
$44.3M - $48.7M
|
3.8M
$133M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.57M- 36.7% |
$45.4M - $49.9M
|
2.71M
$94.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.38M- 45.03% |
$68.5M - $75.4M
|
2.9M
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.16M- 34.16% |
$91.1M - $100M
|
6.08M
$212M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.39M- 48.52% |
$127M - $139M
|
4.66M
$163M
|