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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.26K+ 3.86% |
$77.8K - $81.1K
|
60.8K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.24KNew |
$77.1K - $80.4K
|
2.24K
$86.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.18K+ 28.28% |
$75K - $78.2K
|
9.88K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.17KNew |
$74.6K - $77.7K
|
2.17K
$83.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.94K+ 13.8% |
$66.8K - $69.7K
|
16K
$615K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.93K+ 1.58% |
$66.3K - $69.1K
|
124K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.92KNew |
$66.2K - $69K
|
1.92K
$73.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.9K+ 3.08% |
$65.3K - $68.1K
|
63.5K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.88K+ 5.26% |
$64.7K - $67.5K
|
37.6K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.78K+ 17.93% |
$61.1K - $63.7K
|
11.7K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.68K+ 3.19% |
$57.9K - $60.4K
|
54.4K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$51.6K - $53.8K
|
1.5K
$57.6K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.49K+ 5.12% |
$51.2K - $53.4K
|
30.5K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.45K+ 14.33% |
$49.7K - $51.8K
|
11.5K
$443K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.44K+ 9.51% |
$49.5K - $51.6K
|
16.5K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.33K+ 1.34% |
$45.8K - $47.8K
|
101K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 5.76% |
$44.1K - $46K
|
23.5K
$904K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.24K+ 5.95% |
$42.7K - $44.6K
|
22.1K
$849K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.22KNew |
$42K - $43.8K
|
1.22K
$46.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$40.8K - $42.5K
|
1.18K
$45.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
972+ 10.93% |
$33.5K - $34.9K
|
9.86K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
937+ 8.54% |
$32.3K - $33.6K
|
11.9K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
857+ 0.69% |
$29.5K - $30.7K
|
126K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
809+ 2.79% |
$27.8K - $29K
|
29.8K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
807+ 4.46% |
$27.8K - $29K
|
18.9K
$726K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
781+ 8.56% |
$26.9K - $28K
|
9.91K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
753+ 5.5% |
$25.9K - $27K
|
14.4K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
750+ 21.23% |
$25.8K - $26.9K
|
4.28K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
741New |
$25.5K - $26.6K
|
741
$28.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
728New |
$25.1K - $26.1K
|
728
$28K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
721+ 25.52% |
$24.8K - $25.9K
|
3.55K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
597New |
$20.5K - $21.4K
|
597
$22.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$19.2K - $20.1K
|
559
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
554New |
$19.1K - $19.9K
|
554
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
552+ 2.52% |
$19K - $19.8K
|
22.5K
$863K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
525New |
$18.1K - $18.8K
|
525
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
491+ 1.39% |
$16.9K - $17.6K
|
35.9K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
488+ 4.42% |
$16.8K - $17.5K
|
11.5K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
458New |
$15.8K - $16.4K
|
458
$17.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
454+ 1.9% |
$15.6K - $16.3K
|
24.3K
$935K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
442+ 1.23% |
$15.2K - $15.9K
|
36.5K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
441+ 2.5% |
$15.2K - $15.8K
|
18.1K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$15.1K - $15.8K
|
440
$16.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
425New |
$14.6K - $15.2K
|
425
$16.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
419+ 0.52% |
$14.4K - $15K
|
81.4K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
418+ 1.52% |
$14.4K - $15K
|
27.9K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
373New |
$12.8K - $13.4K
|
373
$14.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
355+ 1.21% |
$12.2K - $12.7K
|
29.8K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
350+ 2.93% |
$12K - $12.6K
|
12.3K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
350+ 129.15% |
$12K - $12.6K
|
621
$23.9K
|