Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEFA)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
23New |
$778 - $827
|
23
$803
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-15K- 38.59% |
$507K - $539K
|
23.9K
$833K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43.3K- 35.46% |
$1.46M - $1.56M
|
78.8K
$2.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-34.3K- 47.17% |
$1.16M - $1.23M
|
38.5K
$1.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
325New |
$11K - $11.7K
|
325
$11.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
19.4K+ 54.62% |
$655K - $696K
|
54.8K
$1.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
39KNew |
$1.32M - $1.4M
|
39K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 50.0% |
$3.38K - $3.59K
|
300
$10.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-37.1K- 21.74% |
$1.26M - $1.33M
|
134K
$4.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.56K- 14.8% |
$52.7K - $56K
|
8.97K
$313K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83New |
$2.81K - $2.98K
|
83
$2.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
786+ 3.86% |
$26.6K - $28.2K
|
21.2K
$739K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
11.2KNew |
$379K - $403K
|
11.2K
$391K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
55New |
$1.86K - $1.98K
|
55
$1.92K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.06K- 23.71% |
$69.7K - $74.1K
|
6.63K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-88.1K- 30.07% |
$2.98M - $3.17M
|
205K
$7.16M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.13K- 16.39% |
$72.1K - $76.6K
|
10.9K
$380K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
5.63KNew |
$190K - $202K
|
5.63K
$197K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
21.1K+ 5.77% |
$713K - $758K
|
387K
$13.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.9K- 31.11% |
$367K - $390K
|
24K
$839K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.96K- 28.38% |
$100K - $106K
|
7.47K
$261K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-19- 4.42% |
$643 - $683
|
411
$14.4K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
17New |
$575 - $611
|
17
$594
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-59.3K- 28.26% |
$2.01M - $2.13M
|
151K
$5.26M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 20.56% |
$143K - $152K
|
16.4K
$572K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
118New |
$3.99K - $4.24K
|
118
$4.12K
|
|
| Q1 2024 | |||||||
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 7.6% |
$37.5K - $41.9K
|
14.6K
$509K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.34K+ 23.19% |
$230K - $256K
|
39K
$1.36M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
41New |
$1.28K - $1.43K
|
41
$1.43K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
225New |
$7.04K - $7.85K
|
225
$7.86K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
15KNew |
$470K - $524K
|
15K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.19KNew |
$68.6K - $76.5K
|
2.19K
$76.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
241K+ 999.79% |
$7.54M - $8.41M
|
265K
$9.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
287K+ 106.68% |
$8.97M - $10M
|
556K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49New |
$1.53K - $1.71K
|
49
$1.71K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$181K - $202K
|
5.8K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
33New |
$1.03K - $1.15K
|
33
$1.15K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.45K- 1.61% |
$139K - $155K
|
271K
$9.48M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.5KNew |
$1.55M - $1.73M
|
49.5K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
80.4KNew |
$2.52M - $2.81M
|
80.4K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-254- 17.0% |
$7.95K - $8.86K
|
1.24K
$43.3K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.2KNew |
$946K - $1.05M
|
30.2K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
396+ 45.21% |
$12.4K - $13.8K
|
1.27K
$44.4K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2MNew |
$62.7M - $69.9M
|
2M
$70M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.8K- 27.62% |
$181K - $202K
|
15.2K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.9K- 50.81% |
$465K - $519K
|
14.4K
$502K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.43KNew |
$264K - $294K
|
8.43K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
727New |
$22.7K - $25.4K
|
727
$25.4K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.19KNew |
$225K - $251K
|
7.19K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
68.1K+ 8.46% |
$2.13M - $2.38M
|
874K
$30.5M
|
|