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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.94% |
$148 - $155
|
263
$9.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.42KNew |
$219K - $230K
|
7.42K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17KNew |
$503K - $527K
|
17K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26KNew |
$767K - $804K
|
26K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.51K+ 0.38% |
$104K - $109K
|
936K
$33.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
77.4KNew |
$2.29M - $2.4M
|
77.4K
$2.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.7K- 14.34% |
$760K - $796K
|
154K
$5.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.47K+ 8.27% |
$43.4K - $45.5K
|
19.2K
$695K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-15.4K- 25.9% |
$454K - $476K
|
44K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16New |
$473 - $495
|
16
$578
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$41.1K - $43K
|
1.39K
$50.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
194New |
$5.73K - $6.01K
|
194
$7.01K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.8K- 18.7% |
$1.49M - $1.58M
|
221K
$7.98M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
100New |
$2.93K - $3.11K
|
100
$3.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$839K - $889K
|
28.6K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.7K+ 2.67% |
$637K - $675K
|
834K
$30.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
31.7KNew |
$929K - $985K
|
31.7K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-10K- 90.92% |
$294K - $311K
|
1K
$36.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28KNew |
$821K - $870K
|
28K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
29.9K+ 6.89% |
$877K - $930K
|
464K
$16.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.53KNew |
$250K - $265K
|
8.53K
$308K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$331K - $351K
|
11.3K
$408K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-760- 8.42% |
$22.3K - $23.6K
|
8.27K
$299K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.46K- 11.04% |
$42.8K - $45.3K
|
11.8K
$425K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.31K- 1.53% |
$38.5K - $40.8K
|
84.4K
$3.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
25.7KNew |
$754K - $799K
|
25.7K
$929K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-22.3K- 10.5% |
$613K - $662K
|
190K
$6.88M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$682K - $736K
|
24.8K
$897K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$1.78M - $1.92M
|
64.7K
$2.34M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.34MNew |
$36.8M - $39.8M
|
1.34M
$48.5M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.56KNew |
$42.7K - $46.1K
|
1.56K
$56.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-44.4K- 76.85% |
$1.22M - $1.32M
|
13.4K
$484K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.2KNew |
$473K - $510K
|
17.2K
$622K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$508K - $548K
|
18.5K
$668K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
676+ 7.18% |
$18.6K - $20K
|
10.1K
$365K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.14K+ 26.13% |
$251K - $271K
|
44.1K
$1.6M
|
|
| Q4 2022 | |||||||
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.96KClosed |
$52.8K - $66.7K
|
0
$0
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-351- 86.45% |
$9.48K - $12K
|
55
$1.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.95K- 98.33% |
$79.7K - $101K
|
50
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
506New |
$13.7K - $17.2K
|
506
$18.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.65K- 56.52% |
$44.6K - $56.3K
|
1.27K
$45.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-372- 4.55% |
$10K - $12.7K
|
7.8K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43.5KNew |
$1.17M - $1.48M
|
43.5K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.41K- 1.49% |
$38K - $48K
|
92.8K
$3.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-70.5K- 88.48% |
$1.9M - $2.4M
|
9.18K
$332K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$810 - $1.02K
|
30
$1.08K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
481+ 5.02% |
$13K - $16.4K
|
10.1K
$363K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
48.2K+ 54.78% |
$1.3M - $1.64M
|
136K
$4.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-32- 0.27% |
$864 - $1.09K
|
12K
$435K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.1KNew |
$272K - $344K
|
10.1K
$364K
|
|