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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.86KNew |
$133K - $138K
|
3.86K
$139K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 151.26% |
$426K - $444K
|
20.6K
$744K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-496- 1.44% |
$17.1K - $17.8K
|
33.9K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
87.9KNew |
$3.02M - $3.15M
|
87.9K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$15.1K - $15.8K
|
440
$15.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.66KNew |
$264K - $275K
|
7.66K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.18K- 9.29% |
$40.4K - $42.2K
|
11.5K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.48K- 19.67% |
$292K - $304K
|
34.6K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.18K- 4.11% |
$110K - $114K
|
74.2K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.64K+ 4.6% |
$125K - $131K
|
82.8K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.5K+ 8.76% |
$464K - $483K
|
167K
$6.04M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
29.7KNew |
$1.02M - $1.06M
|
29.7K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.44K+ 9.51% |
$49.5K - $51.6K
|
16.5K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-32.8K- 20.92% |
$1.13M - $1.18M
|
124K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-21.4K- 59.87% |
$737K - $768K
|
14.4K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.4K+ 21.12% |
$117K - $122K
|
19.5K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.33K+ 5.96% |
$218K - $227K
|
113K
$4.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$172 - $179
|
5
$181
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
10New |
$344 - $359
|
10
$361
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-79- 1.27% |
$2.72K - $2.83K
|
6.13K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-9.9K- 6.22% |
$341K - $355K
|
149K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.9K+ 12.63% |
$410K - $427K
|
106K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.22KNew |
$42K - $43.8K
|
1.22K
$44.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-15- 0.16% |
$516 - $538
|
9.24K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
41.1K+ 30.86% |
$1.41M - $1.47M
|
174K
$6.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$34.4 - $35.9
|
142K
$5.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65+ 10.83% |
$2.24K - $2.33K
|
665
$24K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
227+ 2.02% |
$7.81K - $8.14K
|
11.5K
$414K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$345K - $360K
|
10K
$363K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
355+ 1.21% |
$12.2K - $12.7K
|
29.8K
$1.08M
|
|
| Q3 2024 | |||||||
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.03K- 26.67% |
$98.1K - $109K
|
8.34K
$301K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-8.87K- 54.08% |
$287K - $318K
|
7.54K
$272K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.57M- 32.52% |
$83.1M - $92.1M
|
5.33M
$193M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-71.2K- 91.09% |
$2.3M - $2.55M
|
6.97K
$252K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
38.6KNew |
$1.25M - $1.38M
|
38.6K
$1.39M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68+ 6.98% |
$2.2K - $2.44K
|
1.04K
$37.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
105KNew |
$3.4M - $3.77M
|
105K
$3.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37New |
$1.2K - $1.33K
|
37
$1.34K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
331New |
$10.7K - $11.9K
|
331
$12K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-454K- 24.49% |
$14.7M - $16.3M
|
1.4M
$50.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.7KNew |
$411K - $456K
|
12.7K
$459K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.36K+ 857.87% |
$141K - $156K
|
4.87K
$176K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.18K- 14.78% |
$103K - $114K
|
18.4K
$663K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-83K- 85.07% |
$2.68M - $2.98M
|
14.6K
$526K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
134K+ 2.86% |
$4.33M - $4.8M
|
4.81M
$174M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92.3K- 20.29% |
$2.98M - $3.31M
|
362K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 12.78% |
$766K - $849K
|
162K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-409K- 78.26% |
$13.2M - $14.7M
|
114K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.67K+ 2.21% |
$216K - $239K
|
308K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$486K - $538K
|
15K
$543K
|
|