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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.77K+ 8.87% |
$154K - $171K
|
58.5K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.5K- 96.78% |
$80.8K - $89.5K
|
83
$3K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$3.23K - $3.59K
|
100
$3.61K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 99.08% |
$62.7K - $69.5K
|
18
$651
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.5KNew |
$340K - $376K
|
10.5K
$380K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-48.8K- 88.87% |
$1.58M - $1.75M
|
6.11K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19.2K- 88.65% |
$622K - $689K
|
2.46K
$88.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-271- 2.19% |
$8.76K - $9.72K
|
12.1K
$437K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.7K- 30.34% |
$865K - $958K
|
61.4K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-9.09K- 14.19% |
$294K - $326K
|
55K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-189K- 79.61% |
$6.12M - $6.79M
|
48.5K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-88.4K- 16.96% |
$2.86M - $3.17M
|
433K
$15.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
935New |
$30.2K - $33.5K
|
935
$33.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.51K+ 2.89% |
$275K - $305K
|
303K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
340+ 12.53% |
$11K - $12.2K
|
3.05K
$110K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-317- 2.06% |
$10.3K - $11.4K
|
15.1K
$544K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
9.02K+ 5.33% |
$292K - $323K
|
178K
$6.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
215New |
$6.95K - $7.71K
|
215
$7.77K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-20.9K- 57.77% |
$677K - $750K
|
15.3K
$553K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 18.2% |
$513K - $569K
|
103K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-116K- 55.58% |
$3.76M - $4.17M
|
93K
$3.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.69K+ 1.1% |
$54.5K - $60.4K
|
155K
$5.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.61K- 58.09% |
$279K - $309K
|
6.21K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
90+ 0.46% |
$2.91K - $3.23K
|
19.5K
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.96K- 91.6% |
$95.6K - $106K
|
271
$9.79K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.96M- 90.06% |
$63.5M - $70.4M
|
217K
$7.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.79K- 13.99% |
$219K - $243K
|
41.7K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
4.62K+ 8.56% |
$149K - $166K
|
58.6K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-500- 9.84% |
$16.2K - $17.9K
|
4.58K
$166K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.07K- 6.43% |
$229K - $254K
|
103K
$3.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
89New |
$2.88K - $3.19K
|
89
$3.22K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.8K+ 2.9% |
$220K - $244K
|
242K
$8.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
848+ 4.48% |
$27.4K - $30.4K
|
19.8K
$714K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
48.8K+ 1.98% |
$1.58M - $1.75M
|
2.51M
$90.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.3K- 3.07% |
$1.17M - $1.3M
|
1.14M
$41.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190K- 16.41% |
$6.14M - $6.81M
|
968K
$35M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 6.09% |
$46.6K - $51.7K
|
22.2K
$804K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.54K- 73.29% |
$309K - $342K
|
3.48K
$126K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.35K- 13.82% |
$108K - $120K
|
20.9K
$754K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.6K- 66.31% |
$924K - $1.02M
|
14.5K
$525K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46.3K- 12.26% |
$1.5M - $1.66M
|
331K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.46K- 71.69% |
$144K - $160K
|
1.76K
$63.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
29New |
$938 - $1.04K
|
29
$1.05K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.85K+ 18.3% |
$59.8K - $66.3K
|
12K
$432K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-38- 0.13% |
$1.23K - $1.36K
|
29K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.16K- 2.24% |
$37.5K - $41.6K
|
50.7K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
124New |
$4.01K - $4.45K
|
124
$4.48K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.21KNew |
$201K - $223K
|
6.21K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28New |
$906 - $1K
|
28
$1.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-49.5K- 97.06% |
$1.6M - $1.78M
|
1.5K
$54.1K
|