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
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.67KClosed |
$115K - $128K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.45K- 1.61% |
$139K - $155K
|
271K
$9.88M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.77K- 64.18% |
$149K - $166K
|
2.66K
$96.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.96K- 44.74% |
$155K - $173K
|
6.13K
$223K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-5.39K- 0.69% |
$169K - $188K
|
774K
$28.2M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.8K- 27.62% |
$181K - $202K
|
15.2K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.78K- 9.39% |
$212K - $236K
|
65.4K
$2.38M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-8.32K- 9.33% |
$260K - $290K
|
80.8K
$2.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 35.93% |
$358K - $399K
|
20.4K
$742K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-12K- 22.11% |
$377K - $420K
|
42.4K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-13.8K- 11.59% |
$433K - $482K
|
105K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.9K- 50.81% |
$465K - $519K
|
14.4K
$524K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.5K- 12.12% |
$485K - $541K
|
112K
$4.09M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.5K- 57.89% |
$736K - $820K
|
17.1K
$622K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-52.2K- 8.97% |
$1.63M - $1.82M
|
530K
$19.3M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-53.3K- 41.39% |
$1.67M - $1.86M
|
75.4K
$2.75M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.9K- 15.14% |
$1.69M - $1.88M
|
302K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-119K- 16.73% |
$3.74M - $4.17M
|
594K
$21.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-120K- 42.24% |
$3.74M - $4.17M
|
164K
$5.95M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-130K- 10.72% |
$4.05M - $4.52M
|
1.08M
$39.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-258K- 31.88% |
$8.08M - $9.02M
|
552K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.88M- 64.93% |
$58.9M - $65.7M
|
1.02M
$37M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.27M- 11.63% |
$196M - $219M
|
47.6M
$1.73B
|