Purchases and Sales Made in Q4 2024 in Ishares Currency Hedged Msci E (HEFA)
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
|
- |
4.46MNew |
$154M - $160M
|
4.46M
$167M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.45M+ 7.33% |
$119M - $124M
|
50.5M
$1.89B
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.64M+ 141.84% |
$56.3M - $58.7M
|
2.79M
$105M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.05M+ 556.99% |
$36M - $37.5M
|
1.23M
$46.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
943KNew |
$32.5M - $33.8M
|
943K
$35.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
836KNew |
$28.8M - $30M
|
836K
$31.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
519K+ 19.08% |
$17.9M - $18.6M
|
3.24M
$121M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
480KNew |
$16.5M - $17.2M
|
480K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
438K+ 100.0% |
$15.1M - $15.7M
|
877K
$32.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
371KNew |
$12.8M - $13.3M
|
371K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
360K+ 21.18% |
$12.4M - $12.9M
|
2.06M
$77.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
353KNew |
$12.2M - $12.7M
|
353K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
342K+ 7.11% |
$11.8M - $12.3M
|
5.15M
$193M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
335KNew |
$11.5M - $12M
|
335K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
329KNew |
$11.3M - $11.8M
|
329K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
270K+ 5.06% |
$9.28M - $9.68M
|
5.6M
$210M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
225KNew |
$7.75M - $8.08M
|
225K
$8.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
199K+ 4.71% |
$6.84M - $7.13M
|
4.42M
$165M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
177KNew |
$6.09M - $6.35M
|
177K
$6.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
157KNew |
$5.4M - $5.63M
|
157K
$5.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
149KNew |
$5.13M - $5.35M
|
149K
$5.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.13M - $4.3M
|
120K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
117K+ 609.47% |
$4.04M - $4.21M
|
136K
$5.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
115KNew |
$3.95M - $4.12M
|
115K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
113KNew |
$3.88M - $4.04M
|
113K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
110KNew |
$3.78M - $3.94M
|
110K
$4.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 5.67% |
$3.57M - $3.72M
|
1.93M
$72.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
97.8KNew |
$3.37M - $3.51M
|
97.8K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.7K+ 387.16% |
$3.33M - $3.47M
|
122K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
90.8KNew |
$3.13M - $3.26M
|
90.8K
$3.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
88.4KNew |
$3.04M - $3.17M
|
88.4K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
88.3K+ 31.2% |
$3.04M - $3.17M
|
371K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
87.9KNew |
$3.02M - $3.15M
|
87.9K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
87K+ 8.17% |
$2.99M - $3.12M
|
1.15M
$43.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
79.1KNew |
$2.72M - $2.84M
|
79.1K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
69.3KNew |
$2.38M - $2.48M
|
69.3K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
60.6K+ 11.33% |
$2.08M - $2.17M
|
595K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
56.5K+ 31.67% |
$1.94M - $2.03M
|
235K
$8.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.7K+ 0.76% |
$1.92M - $2M
|
7.36M
$276M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
52.8KNew |
$1.82M - $1.89M
|
52.8K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.6K+ 513.3% |
$1.71M - $1.78M
|
59.2K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.2K+ 272.32% |
$1.69M - $1.77M
|
67.3K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
45.4KNew |
$1.56M - $1.63M
|
45.4K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43.1K+ 15.72% |
$1.48M - $1.55M
|
318K
$11.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
41.8KNew |
$1.44M - $1.5M
|
41.8K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
41.1K+ 30.86% |
$1.41M - $1.47M
|
174K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.5K+ 1.34% |
$1.19M - $1.24M
|
2.61M
$97.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32.8KNew |
$1.13M - $1.18M
|
32.8K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
31.7KNew |
$1.09M - $1.14M
|
31.7K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
29.7KNew |
$1.02M - $1.06M
|
29.7K
$1.11M
|