Purchases and Sales Made in Q2 2024 in Ishares Currency Hedged Msci E (HEFA)

HEFA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 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
Aug 09, 2024 Q2 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
14.8K
New
$502K - $533K
14.8K $610K
Aug 09, 2024 Q2 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
14.5K
New
$492K - $522K
14.5K $598K
Dec 02, 2025 Q2 2024
Flagship Harbor Advisors, LLC

BUY
 -
14.2K
New
$479K - $509K
14.2K $583K
Aug 08, 2024 Q2 2024
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
13.9K
New
$471K - $500K
13.9K $572K
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
13.7K
New
$462K - $491K
13.7K $563K
Jul 26, 2024 Q2 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
13.5K
+ 5.71%
$457K - $486K
250K $10.3M
Aug 07, 2024 Q2 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
13.4K
New
$453K - $481K
13.4K $551K
Jul 31, 2024 Q2 2024
Clearview Wealth Advisors LLC

BUY
 -
13.4K
New
$452K - $481K
13.4K $550K
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
13.2K
+ 2.85%
$447K - $475K
476K $19.6M
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
13K
+ 38188.24%
$439K - $467K
13K $536K
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
12.7K
+ 16.85%
$430K - $457K
88.1K $3.63M
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
12.5K
+ 314.06%
$423K - $449K
16.5K $678K
Aug 14, 2024 Q2 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
11.6K
New
$392K - $416K
11.6K $477K
Jul 25, 2024 Q2 2024
Firethorn Wealth Partners, LLC

BUY
 -
11.5K
+ 45.87%
$390K - $414K
36.7K $1.51M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
11.5K
+ 8.25%
$390K - $414K
151K $6.22M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
11.5K
+ 446.37%
$389K - $414K
14.1K $580K
Jul 15, 2024 Q2 2024
D. Scott Neal, Inc.

BUY
 -
11.2K
New
$379K - $403K
11.2K $461K
Aug 14, 2024 Q2 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
11.2K
New
$379K - $402K
11.2K $461K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
11.1K
New
$375K - $399K
11.1K $456K
Jul 25, 2024 Q2 2024
Fullcircle Wealth LLC

Dallas, TX
BUY
 -
10.8K
New
$367K - $390K
10.8K $446K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10.4K
+ 2.83%
$352K - $374K
378K $15.5M
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
10.4K
+ 6.36%
$352K - $374K
174K $7.16M
Aug 08, 2024 Q2 2024
Bigelow Investment Advisors, LLC

BUY
 -
10.2K
+ 28.31%
$345K - $367K
46.3K $1.9M
Jul 11, 2024 Q2 2024
Old National Bancorp

BUY
 -
9.95K
New
$337K - $358K
9.95K $410K
Aug 09, 2024 Q2 2024
Wells Financial Advisors Inc

BUY
 -
9.84K
New
$333K - $354K
9.84K $405K
Jul 19, 2024 Q2 2024
Demars Financial Group, LLC

BUY
 -
9.78K
+ 6.13%
$331K - $351K
169K $6.97M
Jul 24, 2024 Q2 2024
Shore Haven Wealth Partners, LLC

BUY
 -
8.92K
+ 19.73%
$302K - $321K
54.2K $2.23M
Aug 14, 2024 Q2 2024
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
8.83K
+ 1.11%
$299K - $317K
801K $33M
Aug 02, 2024 Q2 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
8.63K
+ 16.24%
$292K - $310K
61.8K $2.54M
Aug 12, 2024 Q2 2024
Tidemark, LLC

San Diego, CA
BUY
 -
8.04K
+ 21.52%
$272K - $289K
45.4K $1.87M
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
7.92K
New
$268K - $285K
7.92K $326K
Jul 29, 2024 Q2 2024
Highview Capital Management LLC

BUY
 -
7.77K
+ 6.89%
$263K - $279K
120K $4.96M
Oct 10, 2025 Q2 2024
Delta Wealth Advisors LLC

Indianapolis, IN
BUY
 -
7.6K
+ 7.53%
$257K - $273K
109K $4.47M
Aug 13, 2024 Q2 2024
Black Diamond Wealth Management Inc.

BUY
 -
7.59K
+ 24.86%
$257K - $273K
38.1K $1.57M
Jul 25, 2024 Q2 2024
Forte Asset Management LLC

BUY
 -
7.5K
New
$254K - $270K
7.5K $309K
Jul 16, 2024 Q2 2024
True Private Wealth Advisors

BUY
 -
7.45K
+ 6.11%
$252K - $268K
129K $5.33M
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
7.41K
New
$251K - $266K
7.41K $305K
Jul 08, 2024 Q2 2024
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
6.92K
+ 42.37%
$234K - $249K
23.2K $956K
Jul 26, 2024 Q2 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
6.83K
New
$231K - $245K
6.83K $281K
Aug 14, 2024 Q2 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
6.78K
New
$229K - $244K
6.78K $279K
Aug 13, 2024 Q2 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
6.72K
+ 34.72%
$227K - $242K
26.1K $1.07M
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
6.42K
+ 28.38%
$217K - $231K
29K $1.19M
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
6.22K
+ 1566.5%
$210K - $224K
6.62K $272K
Jul 19, 2024 Q2 2024
Madrona Financial Services, LLC

BUY
 -
6.2K
+ 9.17%
$210K - $223K
73.8K $3.04M
Jul 24, 2024 Q2 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
5.95K
+ 12.13%
$201K - $214K
55K $2.26M
Jul 30, 2024 Q2 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
5.93K
New
$201K - $213K
5.93K $244K
Aug 13, 2024 Q2 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
5.83K
New
$197K - $210K
5.83K $240K
Aug 07, 2024 Q2 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
5.73K
New
$194K - $206K
5.73K $236K
Jul 24, 2024 Q2 2024
Herold Advisors, Inc.

BUY
 -
5.7K
New
$193K - $205K
5.7K $235K

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