Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-647- 7.96% |
$20.9K - $23.2K
|
7.48K
$274K
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-639- 2.24% |
$20.7K - $22.9K
|
27.8K
$1.02M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-500- 9.84% |
$16.2K - $17.9K
|
4.58K
$167K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-361- 10.43% |
$11.7K - $12.9K
|
3.1K
$113K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-347- 3.32% |
$11.2K - $12.4K
|
10.1K
$369K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-326- 16.39% |
$10.5K - $11.7K
|
1.66K
$60.8K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-173- 1.53% |
$5.59K - $6.2K
|
11.1K
$407K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-140- 1.1% |
$4.53K - $5.02K
|
12.6K
$462K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 21.4% |
$1.88K - $2.08K
|
213
$7.79K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-56- 0.95% |
$1.81K - $2.01K
|
5.85K
$214K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-8- 0.14% |
$259 - $287
|
5.82K
$213K
|
|
Q2 2024 | |||||||
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-289K- 39.46% |
$9.79M - $10.4M
|
444K
$16.2M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-88.1K- 30.07% |
$2.98M - $3.17M
|
205K
$7.49M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-69.4K- 38.57% |
$2.35M - $2.49M
|
111K
$4.04M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-59.3K- 28.26% |
$2.01M - $2.13M
|
151K
$5.5M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-51.2K- 27.31% |
$1.73M - $1.84M
|
136K
$4.99M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44.6K- 30.42% |
$1.51M - $1.6M
|
102K
$3.73M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-44.3K- 25.65% |
$1.5M - $1.59M
|
128K
$4.69M
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-37.3K- 24.2% |
$1.26M - $1.34M
|
117K
$4.27M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-37.1K- 21.74% |
$1.26M - $1.33M
|
134K
$4.89M
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-34.3K- 47.17% |
$1.16M - $1.23M
|
38.5K
$1.41M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-34K- 38.44% |
$1.15M - $1.22M
|
54.5K
$1.99M
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-30.9K- 29.77% |
$1.05M - $1.11M
|
72.9K
$2.67M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28.5K- 25.11% |
$965K - $1.02M
|
85K
$3.11M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.8K- 33.56% |
$772K - $820K
|
45.2K
$1.65M
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-19.9K- 20.5% |
$673K - $715K
|
77.1K
$2.82M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 33.09% |
$628K - $667K
|
37.5K
$1.37M
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-16.4K- 32.82% |
$556K - $590K
|
33.6K
$1.23M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.3K- 39.18% |
$553K - $587K
|
25.4K
$928K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 37.27% |
$518K - $551K
|
25.8K
$943K
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-15K- 38.59% |
$507K - $539K
|
23.9K
$873K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 32.84% |
$400K - $425K
|
24.2K
$884K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-11.3K- 31.91% |
$381K - $405K
|
24K
$879K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11K- 26.89% |
$372K - $395K
|
29.9K
$1.09M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.9K- 31.11% |
$367K - $390K
|
24K
$879K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-10.7K- 29.17% |
$364K - $386K
|
26.1K
$954K
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.71K- 6.18% |
$328K - $349K
|
147K
$5.39M
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-9.02K- 48.23% |
$305K - $324K
|
9.69K
$354K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.99K- 36.26% |
$270K - $287K
|
14K
$513K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.79K- 41.47% |
$264K - $280K
|
11K
$402K
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-7.72K- 36.45% |
$261K - $277K
|
13.5K
$492K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.21K- 39.85% |
$210K - $223K
|
9.37K
$343K
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-5.14K- 37.68% |
$174K - $185K
|
8.51K
$311K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.14K- 37.64% |
$174K - $185K
|
8.52K
$312K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.02K- 26.06% |
$170K - $181K
|
14.3K
$521K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.73K- 74.16% |
$160K - $170K
|
1.65K
$60.2K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-4.32K- 11.29% |
$146K - $155K
|
34K
$1.24M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 20.56% |
$143K - $152K
|
16.4K
$599K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.22K- 19.4% |
$143K - $152K
|
17.5K
$641K
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.65K- 29.68% |
$124K - $131K
|
8.66K
$317K
|