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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.88K+ 5.26% |
$64.7K - $67.5K
|
37.6K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.78K+ 17.93% |
$61.1K - $63.7K
|
11.7K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.68K+ 3.19% |
$57.9K - $60.4K
|
54.4K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$51.6K - $53.8K
|
1.5K
$54.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.45K+ 14.33% |
$49.7K - $51.8K
|
11.5K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.44K+ 9.51% |
$49.5K - $51.6K
|
16.5K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.33K+ 1.34% |
$45.8K - $47.8K
|
101K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 5.76% |
$44.1K - $46K
|
23.5K
$856K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.24K+ 5.95% |
$42.7K - $44.6K
|
22.1K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.22KNew |
$42K - $43.8K
|
1.22K
$44.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
972+ 10.93% |
$33.5K - $34.9K
|
9.86K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
857+ 0.69% |
$29.5K - $30.7K
|
126K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
809+ 2.79% |
$27.8K - $29K
|
29.8K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
807+ 4.46% |
$27.8K - $29K
|
18.9K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
781+ 8.56% |
$26.9K - $28K
|
9.91K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
753+ 5.5% |
$25.9K - $27K
|
14.4K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
741New |
$25.5K - $26.6K
|
741
$27K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
721+ 25.52% |
$24.8K - $25.9K
|
3.55K
$129K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$19.2K - $20.1K
|
559
$20.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
554New |
$19.1K - $19.9K
|
554
$20.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
458New |
$15.8K - $16.4K
|
458
$16.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
454+ 1.9% |
$15.6K - $16.3K
|
24.3K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
442+ 1.23% |
$15.2K - $15.9K
|
36.5K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
441+ 2.5% |
$15.2K - $15.8K
|
18.1K
$657K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$15.1K - $15.8K
|
440
$16K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
419+ 0.52% |
$14.4K - $15K
|
81.4K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
418+ 1.52% |
$14.4K - $15K
|
27.9K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
355+ 1.21% |
$12.2K - $12.7K
|
29.8K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
350+ 2.93% |
$12K - $12.6K
|
12.3K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
285+ 182.69% |
$9.81K - $10.2K
|
441
$16K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
272+ 0.81% |
$9.36K - $9.76K
|
33.9K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
230+ 3.74% |
$7.92K - $8.25K
|
6.37K
$232K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
227+ 2.02% |
$7.81K - $8.14K
|
11.5K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
224New |
$7.71K - $8.04K
|
224
$8.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
198New |
$6.82K - $7.1K
|
198
$7.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
178New |
$6.13K - $6.39K
|
178
$6.48K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
143New |
$4.92K - $5.13K
|
143
$5.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
131+ 1.35% |
$4.51K - $4.7K
|
9.83K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123+ 1.0% |
$4.23K - $4.41K
|
12.4K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
114New |
$3.92K - $4.09K
|
114
$4.15K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
72+ 0.37% |
$2.48K - $2.58K
|
19.6K
$714K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
69+ 0.45% |
$2.37K - $2.48K
|
15.4K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66+ 74.16% |
$2.27K - $2.37K
|
155
$5.64K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65+ 10.83% |
$2.24K - $2.33K
|
665
$24.2K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
64+ 0.42% |
$2.2K - $2.3K
|
15.3K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 1.5% |
$1.27K - $1.33K
|
2.5K
$90.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 1.16% |
$1.07K - $1.11K
|
2.71K
$98.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10New |
$344 - $359
|
10
$364
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
10New |
$344 - $359
|
10
$364
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8New |
$275 - $287
|
8
$291
|