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 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.86KNew |
$62.9K - $66.8K
|
1.86K
$67.2K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-44.3K- 25.65% |
$1.5M - $1.59M
|
128K
$4.63M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42+ 3.23% |
$1.42K - $1.51K
|
1.34K
$48.6K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 9.61% |
$67.7K - $71.9K
|
22.8K
$825K
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.73KNew |
$194K - $206K
|
5.73K
$207K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
48.1KNew |
$1.63M - $1.73M
|
48.1K
$1.74M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 10.38% |
$36.2K - $38.4K
|
9.23K
$334K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.87KNew |
$97.2K - $103K
|
2.87K
$104K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.4K+ 22.69% |
$47.2K - $50.1K
|
7.54K
$273K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.32K- 11.29% |
$146K - $155K
|
34K
$1.23M
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-516- 2.73% |
$17.5K - $18.5K
|
18.4K
$664K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
106KNew |
$3.58M - $3.8M
|
106K
$3.82M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
385New |
$13K - $13.8K
|
385
$13.9K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-308- 3.12% |
$10.4K - $11.1K
|
9.56K
$346K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$1.93K - $2.05K
|
57
$2.06K
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.49K- 20.85% |
$118K - $125K
|
13.2K
$478K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-422- 16.49% |
$14.3K - $15.2K
|
2.14K
$77.2K
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
58.4KNew |
$1.98M - $2.1M
|
58.4K
$2.11M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11K- 26.89% |
$372K - $395K
|
29.9K
$1.08M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-880- 6.4% |
$29.8K - $31.6K
|
12.9K
$465K
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-5.14K- 37.68% |
$174K - $185K
|
8.51K
$307K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.81K+ 15.47% |
$95K - $101K
|
21K
$758K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
176New |
$5.95K - $6.33K
|
176
$6.36K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.14K- 37.64% |
$174K - $185K
|
8.52K
$308K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.73KNew |
$58.6K - $62.2K
|
1.73K
$62.6K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-23.7K- 44.46% |
$803K - $854K
|
29.7K
$1.07M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.02K- 26.06% |
$170K - $181K
|
14.3K
$515K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.9K- 15.25% |
$98.2K - $104K
|
16.1K
$583K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-49- 59.76% |
$1.66K - $1.76K
|
33
$1.19K
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.47K- 21.67% |
$117K - $125K
|
12.5K
$453K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
15.4KNew |
$519K - $552K
|
15.4K
$555K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.5K+ 446.37% |
$389K - $414K
|
14.1K
$509K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$69.5K - $73.9K
|
2.06K
$74.3K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.93KNew |
$201K - $213K
|
5.93K
$214K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
48.6KNew |
$1.64M - $1.75M
|
48.6K
$1.76M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.22K- 19.4% |
$143K - $152K
|
17.5K
$634K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
7.77K+ 6.89% |
$263K - $279K
|
120K
$4.35M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20New |
$677 - $719
|
20
$723
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-217- 13.1% |
$7.34K - $7.8K
|
1.44K
$52K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 13.38% |
$1.29K - $1.37K
|
322
$11.6K
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-30.9K- 29.77% |
$1.05M - $1.11M
|
72.9K
$2.63M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.5K- 13.41% |
$50.8K - $53.9K
|
9.69K
$350K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.7KNew |
$462K - $491K
|
13.7K
$494K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.21K- 39.85% |
$210K - $223K
|
9.37K
$339K
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.71K- 6.18% |
$328K - $349K
|
147K
$5.32M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.5K+ 45.87% |
$390K - $414K
|
36.7K
$1.32M
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
7.5KNew |
$254K - $270K
|
7.5K
$271K
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$367K - $390K
|
10.8K
$392K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 32.84% |
$400K - $425K
|
24.2K
$874K
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
435New |
$14.7K - $15.6K
|
435
$15.7K
|