Latest Institutional Purchases of Ishares Currency Hedged Msci E (HEFA)

HEFA Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 25, 2024 Q2 2024
Fullcircle Wealth LLC

Dallas, TX
BUY
 -
10.8K
New
$367K - $390K
10.8K $392K
Aug 09, 2024 Q2 2024
Wells Financial Advisors Inc

BUY
 -
9.84K
New
$333K - $354K
9.84K $356K
Jul 24, 2024 Q2 2024
Shore Haven Wealth Partners, LLC

BUY
 -
8.92K
+ 19.73%
$302K - $321K
54.2K $1.96M
Aug 14, 2024 Q2 2024
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
8.83K
+ 1.11%
$299K - $317K
801K $28.9M
Jul 29, 2024 Q2 2024
Highview Capital Management LLC

BUY
 -
7.77K
+ 6.89%
$263K - $279K
120K $4.35M
Aug 13, 2024 Q2 2024
Black Diamond Wealth Management Inc.

BUY
 -
7.59K
+ 24.86%
$257K - $273K
38.1K $1.38M
Jul 25, 2024 Q2 2024
Forte Asset Management LLC

BUY
 -
7.5K
New
$254K - $270K
7.5K $271K
Aug 14, 2024 Q2 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
6.78K
New
$229K - $244K
6.78K $245K
Aug 13, 2024 Q2 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
6.72K
+ 34.72%
$227K - $242K
26.1K $943K
Jul 19, 2024 Q2 2024
Madrona Financial Services, LLC

BUY
 -
6.2K
+ 9.17%
$210K - $223K
73.8K $2.67M
Aug 07, 2024 Q2 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
5.73K
New
$194K - $206K
5.73K $207K
Jul 24, 2024 Q2 2024
Herold Advisors, Inc.

BUY
 -
5.7K
New
$193K - $205K
5.7K $206K
Aug 12, 2024 Q2 2024
Adviser Investments LLC

BUY
 -
5.69K
New
$192K - $204K
5.69K $206K
Jul 10, 2024 Q2 2024
Rda Financial Network

BUY
 -
5.63K
New
$190K - $202K
5.63K $203K
Jul 23, 2024 Q2 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
3.45K
+ 27.41%
$117K - $124K
16K $580K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
2.87K
New
$97.2K - $103K
2.87K $104K
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.81K
+ 15.47%
$95K - $101K
21K $758K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2.34K
+ 1.96%
$79.1K - $84.1K
122K $4.4M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.06K
New
$69.5K - $73.9K
2.06K $74.3K
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 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
1.9K
+ 9052.38%
$64.3K - $68.3K
1.92K $69.5K
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
1.86K
New
$62.9K - $66.8K
1.86K $67.2K
Jul 31, 2024 Q2 2024
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
1.73K
New
$58.6K - $62.2K
1.73K $62.6K
Aug 07, 2024 Q2 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
1.4K
+ 22.69%
$47.2K - $50.1K
7.54K $273K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
976
New
$33K - $35.1K
976 $35.3K
Nov 14, 2024 Q2 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
965
+ 13.24%
$32.6K - $34.7K
8.25K $298K
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
786
+ 3.86%
$26.6K - $28.2K
21.2K $765K
Jul 22, 2024 Q2 2024
Centennial Wealth Advisory LLC

BUY
 -
456
+ 6.57%
$15.4K - $16.4K
7.4K $267K
Jul 24, 2024 Q2 2024
Paladin Advisory Group, LLC

BUY
 -
435
New
$14.7K - $15.6K
435 $15.7K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
385
New
$13K - $13.8K
385 $13.9K
Aug 14, 2024 Q2 2024
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
345
+ 4.35%
$11.7K - $12.4K
8.28K $299K
Jul 17, 2024 Q2 2024
Tompkins Financial Corp

BUY
 -
325
New
$11K - $11.7K
325 $11.7K
Jul 31, 2024 Q2 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
176
New
$5.95K - $6.33K
176 $6.36K
Aug 14, 2024 Q2 2024
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
144
+ 0.35%
$4.87K - $5.18K
41.2K $1.49M
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
118
New
$3.99K - $4.24K
118 $4.26K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
100
+ 50.0%
$3.38K - $3.59K
300 $10.8K
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
97
New
$3.28K - $3.49K
97 $3.51K
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
83
New
$2.81K - $2.98K
83 $3K
Jul 23, 2024 Q2 2024
American National Bank

BUY
 -
62
New
$2.1K - $2.23K
62 $2.24K
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
57
New
$1.93K - $2.05K
57 $2.06K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
55
New
$1.86K - $1.98K
55 $1.99K
Aug 08, 2024 Q2 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
42
+ 3.23%
$1.42K - $1.51K
1.34K $48.6K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
38
+ 13.38%
$1.29K - $1.37K
322 $11.6K
Aug 15, 2024 Q2 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
30
+ 0.03%
$1.01K - $1.08K
110K $3.98M
Jul 18, 2024 Q2 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
23
New
$778 - $827
23 $831
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
20
New
$677 - $719
20 $723
Jul 08, 2024 Q2 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
17
New
$575 - $611
17 $614
Q1 2024
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2M
New
$62.7M - $69.9M
2M $72.4M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
287K
+ 106.68%
$8.97M - $10M
556K $20.1M

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