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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.96K- 91.6% |
$95.6K - $106K
|
271
$9.46K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.96M- 90.06% |
$63.5M - $70.4M
|
217K
$7.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.79K- 13.99% |
$219K - $243K
|
41.7K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
4.62K+ 8.56% |
$149K - $166K
|
58.6K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.69K+ 1.1% |
$54.5K - $60.4K
|
155K
$5.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15K+ 14.83% |
$484K - $536K
|
116K
$4.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.21K+ 27.17% |
$298K - $330K
|
43.1K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-500- 9.84% |
$16.2K - $17.9K
|
4.58K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.07K- 6.43% |
$229K - $254K
|
103K
$3.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89New |
$2.88K - $3.19K
|
89
$3.11K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.8K+ 2.9% |
$220K - $244K
|
242K
$8.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-752K- 87.3% |
$24.3M - $27M
|
109K
$3.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
848+ 4.48% |
$27.4K - $30.4K
|
19.8K
$690K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
48.8K+ 1.98% |
$1.58M - $1.75M
|
2.51M
$87.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 6.09% |
$46.6K - $51.7K
|
22.2K
$777K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190K- 16.41% |
$6.14M - $6.81M
|
968K
$33.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.3K- 3.07% |
$1.17M - $1.3M
|
1.14M
$40M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.54K- 73.29% |
$309K - $342K
|
3.48K
$121K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.35K- 13.82% |
$108K - $120K
|
20.9K
$729K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.6K- 66.31% |
$924K - $1.02M
|
14.5K
$507K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46.3K- 12.26% |
$1.5M - $1.66M
|
331K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14.6K- 10.45% |
$472K - $523K
|
125K
$4.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.46K- 71.69% |
$144K - $160K
|
1.76K
$61.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59.8K- 23.93% |
$1.93M - $2.14M
|
190K
$6.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
29New |
$938 - $1.04K
|
29
$1.01K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.4K+ 21.89% |
$757K - $839K
|
130K
$4.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.85K+ 18.3% |
$59.8K - $66.3K
|
12K
$418K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-38- 0.13% |
$1.23K - $1.36K
|
29K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.16K- 2.24% |
$37.5K - $41.6K
|
50.7K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
124New |
$4.01K - $4.45K
|
124
$4.33K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.11K- 14.28% |
$68.1K - $75.5K
|
12.6K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-49.5K- 97.06% |
$1.6M - $1.78M
|
1.5K
$52.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28New |
$906 - $1K
|
28
$978
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.21KNew |
$201K - $223K
|
6.21K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.67K- 31.59% |
$216K - $239K
|
14.4K
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.7K- 32.55% |
$379K - $421K
|
24.3K
$849K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
43New |
$1.39K - $1.54K
|
43
$1.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-4.02K- 17.6% |
$130K - $144K
|
18.8K
$658K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.41K- 34.22% |
$45.5K - $50.4K
|
2.7K
$94.4K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.01K+ 12.4% |
$97.4K - $108K
|
27.3K
$953K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
129KNew |
$4.18M - $4.64M
|
129K
$4.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
53.9K+ 120.11% |
$1.74M - $1.93M
|
98.8K
$3.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-86.6K- 81.86% |
$2.8M - $3.11M
|
19.2K
$670K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$1.03K - $1.15K
|
32
$1.12K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.68K+ 24.61% |
$54.3K - $60.2K
|
8.51K
$297K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16K- 6.8% |
$517K - $573K
|
219K
$7.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-84.4K- 87.08% |
$2.73M - $3.03M
|
12.5K
$437K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
2.26K+ 1.89% |
$73.2K - $81.1K
|
122K
$4.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-399K- 83.84% |
$12.9M - $14.3M
|
77K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
4.74K+ 11.02% |
$153K - $170K
|
47.8K
$1.67M
|