Purchases and Sales Made in Q1 2024 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
225New |
$7.04K - $7.85K
|
225
$8.19K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
195New |
$6.1K - $6.81K
|
195
$7.1K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
187New |
$5.85K - $6.53K
|
187
$6.81K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
166New |
$5.19K - $5.79K
|
166
$6.04K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
144+ 102.86% |
$4.51K - $5.03K
|
284
$10.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
135+ 0.5% |
$4.22K - $4.71K
|
27.1K
$986K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
91New |
$2.85K - $3.18K
|
91
$3.31K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
66+ 0.34% |
$2.07K - $2.3K
|
19.4K
$708K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49New |
$1.53K - $1.71K
|
49
$1.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
45+ 121.62% |
$1.41K - $1.57K
|
82
$2.98K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41New |
$1.28K - $1.43K
|
41
$1.49K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
41New |
$1.28K - $1.43K
|
41
$1.49K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
34New |
$1.06K - $1.19K
|
34
$1.24K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33New |
$1.03K - $1.15K
|
33
$1.2K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
24+ 0.08% |
$751 - $838
|
29.8K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
21New |
$657 - $733
|
21
$764
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10+ 0.04% |
$313 - $349
|
25.2K
$916K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$313 - $349
|
10
$364
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40- 0.12% |
$1.25K - $1.4K
|
34.6K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-55- 5.61% |
$1.72K - $1.92K
|
925
$33.7K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 1.43% |
$3.13K - $3.49K
|
6.9K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-100- 1.15% |
$3.13K - $3.49K
|
8.63K
$314K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-124- 4.59% |
$3.88K - $4.33K
|
2.58K
$93.9K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-175- 1.85% |
$5.48K - $6.11K
|
9.29K
$338K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-235- 0.59% |
$7.35K - $8.2K
|
39.5K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-254- 17.0% |
$7.95K - $8.86K
|
1.24K
$45.1K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-262- 2.53% |
$8.2K - $9.14K
|
10.1K
$368K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-271- 1.76% |
$8.48K - $9.46K
|
15.1K
$550K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-302- 5.83% |
$9.45K - $10.5K
|
4.88K
$178K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-320- 1.57% |
$10K - $11.2K
|
20.1K
$730K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-333- 1.45% |
$10.4K - $11.6K
|
22.6K
$823K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-340- 3.54% |
$10.6K - $11.9K
|
9.27K
$338K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-410- 2.8% |
$12.8K - $14.3K
|
14.2K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-528- 1.47% |
$16.5K - $18.4K
|
35.3K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-531- 1.34% |
$16.6K - $18.5K
|
39.2K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-560- 7.46% |
$17.5K - $19.5K
|
6.94K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-904- 2.76% |
$28.3K - $31.5K
|
31.8K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.17K- 1.87% |
$36.7K - $40.9K
|
61.5K
$2.24M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 7.6% |
$37.5K - $41.9K
|
14.6K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.38K- 9.79% |
$43.2K - $48.2K
|
12.7K
$463K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.57K- 6.99% |
$49K - $54.7K
|
20.8K
$758K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 0.63% |
$58.7K - $65.4K
|
298K
$10.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.96K- 5.75% |
$61.4K - $68.4K
|
32.2K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.06K- 10.83% |
$64.4K - $71.8K
|
16.9K
$617K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.07K- 4.76% |
$64.7K - $72.2K
|
41.4K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.22K- 20.6% |
$69.4K - $77.4K
|
8.55K
$311K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.59K- 16.93% |
$81K - $90.4K
|
12.7K
$462K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.74K- 3.31% |
$85.8K - $95.7K
|
80K
$2.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.89K- 13.85% |
$90.6K - $101K
|
18K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.11K- 13.43% |
$97.2K - $108K
|
20K
$729K
|