Purchases and Sales Made in Q4 2024 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11K+ 128.84% |
$377K - $393K
|
19.5K
$708K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.2KNew |
$350K - $365K
|
10.2K
$370K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$345K - $360K
|
10K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.59K+ 18.6% |
$330K - $344K
|
61.1K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
9.22KNew |
$317K - $331K
|
9.22K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$284K - $296K
|
8.25K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
7.68K+ 5.94% |
$264K - $276K
|
137K
$4.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.66KNew |
$264K - $275K
|
7.66K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.45KNew |
$256K - $267K
|
7.45K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.02KNew |
$242K - $252K
|
7.02K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.89KNew |
$237K - $247K
|
6.89K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.87K+ 7.71% |
$236K - $246K
|
96K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
6.85KNew |
$236K - $246K
|
6.85K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.52K+ 11.14% |
$224K - $234K
|
65K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.41K+ 10.85% |
$221K - $230K
|
65.5K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.33K+ 5.96% |
$218K - $227K
|
113K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.32KNew |
$218K - $227K
|
6.32K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.14K+ 22.49% |
$211K - $220K
|
33.4K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
5.95K+ 12.46% |
$205K - $214K
|
53.7K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 99.2% |
$195K - $204K
|
11.4K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.66K+ 1.97% |
$195K - $203K
|
293K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.25K+ 27.37% |
$181K - $189K
|
24.4K
$890K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.05K+ 69.05% |
$174K - $181K
|
12.4K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5K+ 21.91% |
$172K - $179K
|
27.8K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.26KNew |
$147K - $153K
|
4.26K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 5.24% |
$139K - $145K
|
81K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.91K+ 16.85% |
$134K - $140K
|
27.1K
$986K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.86KNew |
$133K - $138K
|
3.86K
$140K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.85K+ 409.15% |
$132K - $138K
|
4.79K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.76K+ 2.28% |
$130K - $135K
|
169K
$6.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.76K+ 1.56% |
$129K - $135K
|
245K
$8.93M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.66K+ 0.15% |
$126K - $131K
|
2.51M
$91.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.64K+ 4.6% |
$125K - $131K
|
82.8K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.44K+ 1.59% |
$118K - $123K
|
220K
$8.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.4K+ 21.12% |
$117K - $122K
|
19.5K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.23K+ 0.83% |
$111K - $116K
|
394K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.06K+ 2.97% |
$105K - $110K
|
106K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.86K+ 0.66% |
$98.4K - $103K
|
436K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.82K+ 20.3% |
$97.2K - $101K
|
16.7K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.8K+ 0.92% |
$96.3K - $100K
|
306K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.66K+ 2.04% |
$91.6K - $95.5K
|
133K
$4.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.55K+ 44.13% |
$87.9K - $91.6K
|
8.34K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.48K+ 8.74% |
$85.3K - $88.9K
|
30.8K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.3K+ 7.53% |
$79.1K - $82.5K
|
32.8K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.26K+ 3.86% |
$77.8K - $81.1K
|
60.8K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.24KNew |
$77.1K - $80.4K
|
2.24K
$81.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.18K+ 28.28% |
$75K - $78.2K
|
9.88K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.17KNew |
$74.6K - $77.7K
|
2.17K
$78.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.93K+ 1.58% |
$66.3K - $69.1K
|
124K
$4.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.92KNew |
$66.2K - $69K
|
1.92K
$70K
|