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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
194KNew |
$6.58M - $6.99M
|
194K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 37.27% |
$518K - $551K
|
25.8K
$901K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.59K+ 24.86% |
$257K - $273K
|
38.1K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.53K- 14.77% |
$322K - $343K
|
55K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29.5KNew |
$997K - $1.06M
|
29.5K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43K- 36.79% |
$1.46M - $1.55M
|
74K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
19.9K+ 104.94% |
$675K - $717K
|
38.9K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
145KNew |
$4.9M - $5.2M
|
145K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 6.73% |
$67.9K - $72.2K
|
27.8K
$971K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-69.4K- 38.57% |
$2.35M - $2.49M
|
111K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12.2K- 26.2% |
$413K - $438K
|
34.4K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44.6K- 30.42% |
$1.51M - $1.6M
|
102K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-9.02K- 48.23% |
$305K - $324K
|
9.69K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-4.97K- 0.12% |
$168K - $179K
|
4.26M
$149M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-34K- 38.44% |
$1.15M - $1.22M
|
54.5K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-7.72K- 36.45% |
$261K - $277K
|
13.5K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.69KNew |
$192K - $204K
|
5.69K
$199K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.3K- 39.18% |
$553K - $587K
|
25.4K
$886K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.34K+ 1.96% |
$79.1K - $84.1K
|
122K
$4.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
37.4KNew |
$1.27M - $1.34M
|
37.4K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.9K+ 9052.38% |
$64.3K - $68.3K
|
1.92K
$67.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-87- 8.69% |
$2.94K - $3.13K
|
914
$31.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
9.84KNew |
$333K - $354K
|
9.84K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.27K- 35.33% |
$111K - $117K
|
5.98K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28.5K- 25.11% |
$965K - $1.02M
|
85K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.2K- 37.23% |
$719K - $764K
|
35.8K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.79K- 41.47% |
$264K - $280K
|
11K
$384K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.5KNew |
$492K - $522K
|
14.5K
$508K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-11.3K- 31.91% |
$381K - $405K
|
24K
$839K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-16.4K- 32.82% |
$556K - $590K
|
33.6K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.86KNew |
$62.9K - $66.8K
|
1.86K
$65K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-44.3K- 25.65% |
$1.5M - $1.59M
|
128K
$4.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.9KNew |
$471K - $500K
|
13.9K
$486K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42+ 3.23% |
$1.42K - $1.51K
|
1.34K
$46.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 9.61% |
$67.7K - $71.9K
|
22.8K
$797K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.73KNew |
$194K - $206K
|
5.73K
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
48.1KNew |
$1.63M - $1.73M
|
48.1K
$1.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 10.38% |
$36.2K - $38.4K
|
9.23K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.87KNew |
$97.2K - $103K
|
2.87K
$100K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.4K+ 22.69% |
$47.2K - $50.1K
|
7.54K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.32K- 11.29% |
$146K - $155K
|
34K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-516- 2.73% |
$17.5K - $18.5K
|
18.4K
$642K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
106KNew |
$3.58M - $3.8M
|
106K
$3.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
385New |
$13K - $13.8K
|
385
$13.4K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-308- 3.12% |
$10.4K - $11.1K
|
9.56K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$1.93K - $2.05K
|
57
$1.99K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.49K- 20.85% |
$118K - $125K
|
13.2K
$462K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-422- 16.49% |
$14.3K - $15.2K
|
2.14K
$74.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.05K- 16.14% |
$69.4K - $73.7K
|
10.7K
$372K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-880- 6.4% |
$29.8K - $31.6K
|
12.9K
$449K
|