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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
253K+ 122.69% |
$8.18M - $9.07M
|
459K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-99.7K- 90.86% |
$3.22M - $3.57M
|
10K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-9.75K- 3.64% |
$315K - $350K
|
258K
$9.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.9K- 4.3% |
$707K - $784K
|
487K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-23.6K- 68.0% |
$762K - $845K
|
11.1K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-647- 7.96% |
$20.9K - $23.2K
|
7.48K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.1K+ 5.37% |
$3.01M - $3.34M
|
1.83M
$63.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.58K+ 19.01% |
$51.2K - $56.7K
|
9.9K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-792- 57.56% |
$25.6K - $28.4K
|
584
$20.4K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-444K- 9.31% |
$14.4M - $15.9M
|
4.33M
$151M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.26K- 31.83% |
$138K - $153K
|
9.13K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
99.8K+ 57.16% |
$3.23M - $3.58M
|
274K
$9.58M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
19+ 0.07% |
$614 - $681
|
29K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-56- 0.95% |
$1.81K - $2.01K
|
5.85K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.13KNew |
$295K - $327K
|
9.13K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.94K- 5.22% |
$257K - $285K
|
144K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
9.85K+ 6.13% |
$319K - $353K
|
170K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-408- 2.88% |
$13.2K - $14.6K
|
13.7K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.2K+ 22.45% |
$168K - $186K
|
28.4K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34.8K+ 22.06% |
$1.13M - $1.25M
|
192K
$6.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.3K- 14.76% |
$42K - $46.6K
|
7.5K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-12.8K- 18.11% |
$414K - $459K
|
58K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
13.8KNew |
$446K - $494K
|
13.8K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-42- 0.06% |
$1.36K - $1.51K
|
66.4K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.11K+ 39.46% |
$262K - $291K
|
28.6K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.6K- 56.61% |
$408K - $452K
|
9.66K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 71.06% |
$455K - $504K
|
5.73K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
443+ 2.85% |
$14.3K - $15.9K
|
16K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
12.3KNew |
$397K - $440K
|
12.3K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9K+ 58.2% |
$643K - $713K
|
54.1K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13KNew |
$422K - $467K
|
13K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-237K- 53.59% |
$7.68M - $8.51M
|
206K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.15K- 36.45% |
$167K - $185K
|
8.98K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.65K+ 3.1% |
$151K - $167K
|
155K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 86.1% |
$78.7K - $87.3K
|
393
$13.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.9KNew |
$772K - $856K
|
23.9K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-27.7K- 82.73% |
$896K - $994K
|
5.79K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 0.08% |
$194 - $215
|
7.95K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.3KNew |
$107K - $118K
|
3.3K
$115K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155K- 50.0% |
$5.02M - $5.57M
|
155K
$5.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.45K- 22.09% |
$79.2K - $87.8K
|
8.64K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10K+ 30.09% |
$325K - $360K
|
43.4K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
8.02KNew |
$259K - $288K
|
8.02K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
106K+ 18.5% |
$3.42M - $3.79M
|
677K
$23.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-95.9K- 97.29% |
$3.1M - $3.44M
|
2.68K
$93.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3M- 45.79% |
$74.4M - $82.4M
|
2.72M
$95.1M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38.7K- 89.41% |
$1.25M - $1.39M
|
4.58K
$160K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$323 - $359
|
10
$349
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.05% |
$259 - $287
|
16.2K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.45K- 77.47% |
$209K - $231K
|
1.88K
$65.5K
|