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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
935New |
$30.2K - $33.5K
|
935
$38.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
394+ 31.2% |
$12.7K - $14.1K
|
1.66K
$68.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
333+ 1.78% |
$10.8K - $11.9K
|
19K
$783K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
215New |
$6.95K - $7.71K
|
215
$8.85K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
124New |
$4.01K - $4.45K
|
124
$5.1K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$3.23K - $3.59K
|
100
$4.12K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
92New |
$2.98K - $3.3K
|
92
$3.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
57New |
$1.84K - $2.04K
|
57
$2.35K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
37New |
$1.2K - $1.33K
|
37
$1.52K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28New |
$906 - $1K
|
28
$1.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
24New |
$776 - $860
|
24
$988
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18New |
$582 - $645
|
18
$741
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17New |
$550 - $609
|
17
$700
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$323 - $359
|
10
$412
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.05% |
$259 - $287
|
16.2K
$665K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
194KNew |
$6.58M - $6.99M
|
194K
$8M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
190KNew |
$6.41M - $6.81M
|
190K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
145KNew |
$4.9M - $5.2M
|
145K
$5.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
58.4KNew |
$1.98M - $2.1M
|
58.4K
$2.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
48.6KNew |
$1.64M - $1.75M
|
48.6K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29.5KNew |
$997K - $1.06M
|
29.5K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.4K+ 368.66% |
$824K - $875K
|
31K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.5KNew |
$492K - $522K
|
14.5K
$598K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.2KNew |
$479K - $509K
|
14.2K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.6KNew |
$392K - $416K
|
11.6K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$379K - $402K
|
11.2K
$461K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
7.77K+ 6.89% |
$263K - $279K
|
120K
$4.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.59K+ 24.86% |
$257K - $273K
|
38.1K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
7.5KNew |
$254K - $270K
|
7.5K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.78KNew |
$229K - $244K
|
6.78K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.2K+ 9.17% |
$210K - $223K
|
73.8K
$3.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.73KNew |
$194K - $206K
|
5.73K
$236K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.7KNew |
$193K - $205K
|
5.7K
$235K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
5.63KNew |
$190K - $202K
|
5.63K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$69.5K - $73.9K
|
2.06K
$84.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.9K+ 9052.38% |
$64.3K - $68.3K
|
1.92K
$79.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.86KNew |
$62.9K - $66.8K
|
1.86K
$76.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.73KNew |
$58.6K - $62.2K
|
1.73K
$71.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
976New |
$33K - $35.1K
|
976
$40.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
456+ 6.57% |
$15.4K - $16.4K
|
7.4K
$304K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
435New |
$14.7K - $15.6K
|
435
$17.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
385New |
$13K - $13.8K
|
385
$15.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
345+ 4.35% |
$11.7K - $12.4K
|
8.28K
$341K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
325New |
$11K - $11.7K
|
325
$13.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
176New |
$5.95K - $6.33K
|
176
$7.24K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83New |
$2.81K - $2.98K
|
83
$3.42K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
62New |
$2.1K - $2.23K
|
62
$2.55K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$1.93K - $2.05K
|
57
$2.35K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
55New |
$1.86K - $1.98K
|
55
$2.26K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42+ 3.23% |
$1.42K - $1.51K
|
1.34K
$55.3K
|
|