Purchases and Sales Made in Q3 2024 in Ishares Currency Hedged Msci E (HEZU)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEZU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
281K+ 248.05% |
$9.41M - $10.4M
|
395K
$14.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
281K+ 248.05% |
$9.41M - $10.4M
|
395K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
270KNew |
$9.02M - $9.99M
|
270K
$9.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
60.8KNew |
$2.04M - $2.25M
|
60.8K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.7KNew |
$1.39M - $1.54M
|
41.7K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
18.7KNew |
$626K - $693K
|
18.7K
$674K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
17.7KNew |
$592K - $655K
|
17.7K
$637K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.3KNew |
$578K - $640K
|
17.3K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$503K - $557K
|
15K
$542K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 47.85% |
$422K - $468K
|
39K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.49KNew |
$284K - $315K
|
8.49K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.7KNew |
$258K - $286K
|
7.7K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
7.35KNew |
$246K - $273K
|
7.35K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.89KNew |
$231K - $255K
|
6.89K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.37KNew |
$213K - $236K
|
6.37K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$206K - $228K
|
6.15K
$222K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6KNew |
$201K - $222K
|
6K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 2.79% |
$187K - $207K
|
206K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 1.34% |
$125K - $139K
|
284K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.26KNew |
$42.2K - $46.7K
|
1.26K
$45.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 0.68% |
$41.7K - $46.2K
|
184K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
938New |
$31.4K - $34.8K
|
938
$33.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
528New |
$17.7K - $19.6K
|
528
$19K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
401+ 3.08% |
$13.4K - $14.9K
|
13.4K
$484K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
350+ 2.47% |
$11.7K - $13K
|
14.5K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
315+ 1.17% |
$10.5K - $11.7K
|
27.3K
$985K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
176New |
$5.89K - $6.52K
|
176
$6.34K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
108New |
$3.61K - $4K
|
108
$3.89K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
80New |
$2.68K - $2.97K
|
80
$2.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
66New |
$2.21K - $2.45K
|
66
$2.38K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
41New |
$1.37K - $1.52K
|
41
$1.48K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$602 - $667
|
18
$649
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-403- 1.25% |
$13.5K - $14.9K
|
31.9K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-500- 21.28% |
$16.7K - $18.5K
|
1.85K
$66.7K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-578- 60.52% |
$19.3K - $21.4K
|
377
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-625- 99.21% |
$20.9K - $23.2K
|
5
$180
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-807- 1.43% |
$27K - $29.9K
|
55.7K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 19.34% |
$46.2K - $51.2K
|
5.76K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.53K- 1.88% |
$51.1K - $56.6K
|
79.7K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.56K- 5.35% |
$52.1K - $57.7K
|
27.5K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.72K- 9.08% |
$57.6K - $63.8K
|
17.2K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.83K- 6.86% |
$61.2K - $67.8K
|
24.8K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.91K- 1.5% |
$64K - $70.9K
|
125K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.58K- 7.58% |
$86.3K - $95.6K
|
31.4K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.77K- 1.88% |
$92.8K - $103K
|
145K
$5.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.79K- 15.3% |
$93.3K - $103K
|
15.4K
$556K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.22K- 4.47% |
$108K - $119K
|
68.8K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.86K- 1.34% |
$129K - $143K
|
284K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.86K- 26.51% |
$129K - $143K
|
10.7K
$386K
|