Purchases and Sales Made in Q4 2024 in Ishares Currency Hedged Msci E (HEFA)

HEFA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 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
Feb 05, 2025 Q4 2024
Dynasty Wealth Management, LLC

St. Petersburg, FL
BUY
 -
4.46M
New
$154M - $160M
4.46M $162M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
1.05M
+ 556.99%
$36M - $37.5M
1.23M $44.9M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
943K
New
$32.5M - $33.8M
943K $34.3M
Feb 07, 2025 Q4 2024
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
836K
New
$28.8M - $30M
836K $30.4M
Jan 16, 2025 Q4 2024
Act Wealth Management, LLC

BUY
 -
480K
New
$16.5M - $17.2M
480K $17.5M
Feb 04, 2025 Q4 2024
Prasad Wealth Partners, LLC

Independence, OH
BUY
 -
371K
New
$12.8M - $13.3M
371K $13.5M
Feb 03, 2025 Q4 2024
Vista Private Wealth Partners. LLC

BUY
 -
353K
New
$12.2M - $12.7M
353K $12.9M
Jan 22, 2025 Q4 2024
Lighthouse Wealth Management Inc.

Ashland, OH
BUY
 -
335K
New
$11.5M - $12M
335K $12.2M
Jan 28, 2025 Q4 2024
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
199K
+ 4.71%
$6.84M - $7.13M
4.42M $161M
Jan 23, 2025 Q4 2024
Cyr Financial Inc.

Hennepin, IL
BUY
 -
157K
New
$5.4M - $5.63M
157K $5.71M
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
120K
New
$4.13M - $4.3M
120K $4.36M
Feb 04, 2025 Q4 2024
Summit Asset Management, LLC

Memphis, TN
BUY
 -
117K
+ 609.47%
$4.04M - $4.21M
136K $4.97M
Jan 27, 2025 Q4 2024
Weaver Capital Management LLC

Suwanee, GA
BUY
 -
110K
New
$3.78M - $3.94M
110K $3.99M
Jan 31, 2025 Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
97.8K
New
$3.37M - $3.51M
97.8K $3.56M
Jan 28, 2025 Q4 2024
Empowered Funds, LLC

BUY
 -
88.4K
New
$3.04M - $3.17M
88.4K $3.22M
Jan 15, 2025 Q4 2024
Cvfg LLC

Shelbyville, IN
BUY
 -
87.9K
New
$3.02M - $3.15M
87.9K $3.2M
Feb 03, 2025 Q4 2024
Jordan Park Group LLC

BUY
 -
87K
+ 8.17%
$2.99M - $3.12M
1.15M $41.9M
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
79.1K
New
$2.72M - $2.84M
79.1K $2.88M
Jan 17, 2025 Q4 2024
Verde Capital Management

BUY
 -
60.6K
+ 11.33%
$2.08M - $2.17M
595K $21.6M
Feb 06, 2025 Q4 2024
Meridian Wealth Management, LLC

BUY
 -
43.1K
+ 15.72%
$1.48M - $1.55M
318K $11.6M
Jan 13, 2025 Q4 2024
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
41.1K
+ 30.86%
$1.41M - $1.47M
174K $6.34M
Feb 06, 2025 Q4 2024
Keystone Wealth Services, LLC

BUY
 -
31.7K
New
$1.09M - $1.14M
31.7K $1.15M
Jan 14, 2025 Q4 2024
D. Scott Neal, Inc.

BUY
 -
29.7K
New
$1.02M - $1.06M
29.7K $1.08M
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
28.4K
+ 452.59%
$979K - $1.02M
34.7K $1.26M
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
26.6K
+ 3.92%
$914K - $953K
704K $25.6M
Feb 03, 2025 Q4 2024
Turning Point Benefit Group, Inc.

Frederick, MD
BUY
 -
26K
New
$897K - $935K
26K $948K
Jan 16, 2025 Q4 2024
Lvw Advisors, LLC

BUY
 -
23.5K
+ 1.39%
$810K - $844K
1.71M $62.3M
Jan 29, 2025 Q4 2024
Sovran Advisors, LLC

San Diego, CA
BUY
 -
20.6K
New
$711K - $741K
20.6K $751K
Jan 24, 2025 Q4 2024
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
19.5K
New
$671K - $699K
19.5K $709K
Jan 28, 2025 Q4 2024
Darrow Company, Inc.

BUY
 -
16.5K
+ 11.78%
$566K - $590K
156K $5.68M
Jan 23, 2025 Q4 2024
M Wealth Management, LLC

San Diego, CA
BUY
 -
15.8K
New
$545K - $568K
15.8K $576K
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
15.7K
+ 44.01%
$542K - $565K
51.5K $1.87M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
13.5K
+ 8.76%
$464K - $483K
167K $6.09M
Jan 31, 2025 Q4 2024
Bigelow Investment Advisors, LLC

BUY
 -
12.7K
+ 22.89%
$436K - $454K
67.9K $2.47M
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
12.4K
+ 151.26%
$426K - $444K
20.6K $749K
Jan 24, 2025 Q4 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
12.3K
+ 2.29%
$423K - $440K
548K $20M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
11.9K
+ 12.63%
$410K - $427K
106K $3.86M
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
11.8K
+ 21.83%
$406K - $423K
65.9K $2.4M
Jan 23, 2025 Q4 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
11K
+ 128.84%
$377K - $393K
19.5K $708K
Jan 31, 2025 Q4 2024
5 T Wealth, LLC

Napa, CA
BUY
 -
10.2K
New
$350K - $365K
10.2K $370K
Jan 07, 2025 Q4 2024
One Wealth Capital Management, LLC

Scottsdale, AZ
BUY
 -
10K
New
$345K - $360K
10K $365K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
9.59K
+ 18.6%
$330K - $344K
61.1K $2.22M
Feb 04, 2025 Q4 2024
Sofi Wealth, LLC

BUY
 -
9.22K
New
$317K - $331K
9.22K $335K
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
8.25K
New
$284K - $296K
8.25K $300K
Jan 24, 2025 Q4 2024
Ma Private Wealth

BUY
 -
7.68K
+ 5.94%
$264K - $276K
137K $4.99M
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
7.66K
New
$264K - $275K
7.66K $279K
Jan 30, 2025 Q4 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
7.45K
New
$256K - $267K
7.45K $271K
Feb 03, 2025 Q4 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
7.02K
New
$242K - $252K
7.02K $255K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
6.89K
New
$237K - $247K
6.89K $251K

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