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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-3.49K- 20.85% |
$118K - $125K
|
13.2K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.47K- 21.67% |
$117K - $125K
|
12.5K
$458K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.96K- 28.38% |
$100K - $106K
|
7.47K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.9K- 15.25% |
$98.2K - $104K
|
16.1K
$590K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.13K- 16.39% |
$72.1K - $76.6K
|
10.9K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.06K- 23.71% |
$69.7K - $74.1K
|
6.63K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 6.73% |
$67.9K - $72.2K
|
27.8K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.41K- 10.8% |
$47.6K - $50.6K
|
11.6K
$425K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-880- 6.4% |
$29.8K - $31.6K
|
12.9K
$471K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-741- 39.92% |
$25.1K - $26.6K
|
1.12K
$40.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-516- 2.73% |
$17.5K - $18.5K
|
18.4K
$672K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-308- 3.12% |
$10.4K - $11.1K
|
9.56K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-49- 59.76% |
$1.66K - $1.76K
|
33
$1.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25- 0.27% |
$846 - $899
|
9.27K
$339K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-19- 4.42% |
$643 - $683
|
411
$15K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.9K- 50.81% |
$465K - $519K
|
14.4K
$526K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 7.6% |
$37.5K - $41.9K
|
14.6K
$533K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-302- 5.83% |
$9.45K - $10.5K
|
4.88K
$178K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-254- 17.0% |
$7.95K - $8.86K
|
1.24K
$45.3K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 1.43% |
$3.13K - $3.49K
|
6.9K
$252K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
SELL
|
- |
-446K- 89.68% |
$12.9M - $14.2M
|
51.3K
$1.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-23.2KClosed |
$669K - $736K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-9.09K- 8.51% |
$262K - $289K
|
97.8K
$3.58M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-394- 1.09% |
$11.4K - $12.5K
|
35.8K
$1.31M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.7K- 14.34% |
$760K - $796K
|
154K
$5.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-15.4K- 25.9% |
$454K - $476K
|
44K
$1.61M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.8K- 18.7% |
$1.49M - $1.58M
|
221K
$8.07M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-10K- 90.92% |
$294K - $311K
|
1K
$36.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.46K- 11.04% |
$42.8K - $45.3K
|
11.8K
$430K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.31K- 1.53% |
$38.5K - $40.8K
|
84.4K
$3.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-760- 8.42% |
$22.3K - $23.6K
|
8.27K
$302K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-44.4K- 76.85% |
$1.22M - $1.32M
|
13.4K
$489K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-22.3K- 10.5% |
$613K - $662K
|
190K
$6.96M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-70.5K- 88.48% |
$1.9M - $2.4M
|
9.18K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.95K- 98.33% |
$79.7K - $101K
|
50
$1.83K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.96KClosed |
$52.8K - $66.7K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.41K- 1.49% |
$38K - $48K
|
92.8K
$3.39M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-351- 86.45% |
$9.48K - $12K
|
55
$2.01K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-32- 0.27% |
$864 - $1.09K
|
12K
$440K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-699K- 18.61% |
$20.9M - $23.2M
|
3.06M
$112M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-172K- 71.73% |
$5.13M - $5.71M
|
67.7K
$2.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-123K- 99.55% |
$3.68M - $4.09M
|
559
$20.4K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-22.4KClosed |
$669K - $744K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-14.6KClosed |
$436K - $485K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-13KClosed |
$387K - $431K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7.42K- 3.65% |
$222K - $247K
|
196K
$7.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.75K- 14.02% |
$142K - $158K
|
29.1K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.66K- 10.72% |
$109K - $122K
|
30.5K
$1.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.99K- 0.39% |
$59.3K - $66K
|
507K
$18.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.09K- 7.26% |
$32.6K - $36.2K
|
13.9K
$509K
|
|