Latest Institutional Purchases of Ishares Currency Hedged Msci E (HEFA)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16New |
$473 - $495
|
16
$578
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$236 - $248
|
8
$289
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.94% |
$148 - $155
|
263
$9.5K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
31.7KNew |
$929K - $985K
|
31.7K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
29.9K+ 6.89% |
$877K - $930K
|
464K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$839K - $889K
|
28.6K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28KNew |
$821K - $870K
|
28K
$1.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
25.7KNew |
$754K - $799K
|
25.7K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.7K+ 2.67% |
$637K - $675K
|
834K
$30.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$331K - $351K
|
11.3K
$408K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.53KNew |
$250K - $265K
|
8.53K
$308K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
100New |
$2.93K - $3.11K
|
100
$3.61K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.34MNew |
$36.8M - $39.8M
|
1.34M
$48.5M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$1.78M - $1.92M
|
64.7K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$682K - $736K
|
24.8K
$897K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$508K - $548K
|
18.5K
$668K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.2KNew |
$473K - $510K
|
17.2K
$622K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.14K+ 26.13% |
$251K - $271K
|
44.1K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.56KNew |
$42.7K - $46.1K
|
1.56K
$56.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
676+ 7.18% |
$18.6K - $20K
|
10.1K
$365K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
48.2K+ 54.78% |
$1.3M - $1.64M
|
136K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43.5KNew |
$1.17M - $1.48M
|
43.5K
$1.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.3K+ 23.2% |
$333K - $420K
|
65.4K
$2.36M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11.2KNew |
$303K - $382K
|
11.2K
$405K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.1KNew |
$272K - $344K
|
10.1K
$364K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
790+ 22.56% |
$21.3K - $26.9K
|
4.29K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
506New |
$13.7K - $17.2K
|
506
$18.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
481+ 5.02% |
$13K - $16.4K
|
10.1K
$363K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
346New |
$9.34K - $11.8K
|
346
$12.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$810 - $1.02K
|
30
$1.08K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27+ 0.03% |
$729 - $920
|
82.4K
$2.98M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
17New |
$459 - $580
|
17
$614
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.91KNew |
$177K - $196K
|
5.91K
$214K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.25K+ 0.55% |
$157K - $174K
|
956K
$34.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.64K+ 1.22% |
$78.9K - $87.8K
|
219K
$7.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.36KNew |
$70.5K - $78.4K
|
2.36K
$85.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.51K+ 16.99% |
$45.1K - $50.1K
|
10.4K
$375K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
569New |
$17K - $18.9K
|
569
$20.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
567+ 8.57% |
$16.9K - $18.8K
|
7.18K
$260K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
245+ 3.35% |
$7.32K - $8.14K
|
7.55K
$273K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
238New |
$7.11K - $7.91K
|
238
$8.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
203New |
$6.07K - $6.75K
|
203
$7.34K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$3.05K - $3.39K
|
102
$3.69K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$598 - $665
|
20
$723
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12+ 2.51% |
$359 - $399
|
491
$17.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10+ 0.34% |
$299 - $332
|
2.99K
$108K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
25.1KNew |
$780K - $870K
|
25.1K
$909K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22.1KNew |
$685K - $763K
|
22.1K
$797K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16.8KNew |
$523K - $583K
|
16.8K
$609K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$400K - $446K
|
12.9K
$466K
|
|