Purchases and Sales Made in Q4 2024 in Ishares Currency Hedged Msci E (HEFA)

HEFA Quotes by TradingView

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 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
454
+ 1.9%
$15.6K - $16.3K
24.3K $905K
Jan 16, 2025 Q4 2024
Maltin Wealth Management, Inc.

BUY
 -
442
+ 1.23%
$15.2K - $15.9K
36.5K $1.36M
Feb 07, 2025 Q4 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
441
+ 2.5%
$15.2K - $15.8K
18.1K $672K
Jan 15, 2025 Q4 2024
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
440
New
$15.1K - $15.8K
440 $16.4K
Feb 11, 2025 Q4 2024
Wells Financial Advisors Inc

BUY
 -
425
New
$14.6K - $15.2K
425 $15.8K
Feb 07, 2025 Q4 2024
Verity Wealth Advisors

BUY
 -
419
+ 0.52%
$14.4K - $15K
81.4K $3.03M
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
418
+ 1.52%
$14.4K - $15K
27.9K $1.04M
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
373
New
$12.8K - $13.4K
373 $13.9K
Jan 06, 2025 Q4 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
355
+ 1.21%
$12.2K - $12.7K
29.8K $1.11M
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
350
+ 2.93%
$12K - $12.6K
12.3K $458K
Jan 23, 2025 Q4 2024
Trinity Wealth Management, LLC

BUY
 -
272
+ 0.81%
$9.36K - $9.76K
33.9K $1.26M
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
230
+ 3.74%
$7.92K - $8.25K
6.37K $237K
Jan 07, 2025 Q4 2024
Diversified Trust CO

BUY
 -
227
+ 2.02%
$7.81K - $8.14K
11.5K $426K
Jan 31, 2025 Q4 2024
Fedenia Advisers LLC

Madison, WI
BUY
 -
224
New
$7.71K - $8.04K
224 $8.33K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
198
New
$6.82K - $7.1K
198 $7.37K
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
178
New
$6.13K - $6.39K
178 $6.62K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
143
New
$4.92K - $5.13K
143 $5.32K
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
131
+ 1.35%
$4.51K - $4.7K
9.83K $366K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
123
+ 1.0%
$4.23K - $4.41K
12.4K $462K
Feb 11, 2025 Q4 2024
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
114
New
$3.92K - $4.09K
114 $4.24K
Feb 13, 2025 Q4 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
114
+ 1.56%
$3.92K - $4.09K
7.4K $275K
Feb 03, 2025 Q4 2024
Forte Capital LLC

BUY
 -
72
+ 0.37%
$2.48K - $2.58K
19.6K $729K
Feb 12, 2025 Q4 2024
Allie Family Office LLC

BUY
 -
71
+ 0.94%
$2.44K - $2.55K
7.61K $283K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
69
+ 0.45%
$2.37K - $2.48K
15.4K $571K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
66
+ 74.16%
$2.27K - $2.37K
155 $5.77K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
65
+ 10.83%
$2.24K - $2.33K
665 $24.7K
Feb 06, 2025 Q4 2024
M&T Bank Corp

BUY
 -
64
+ 0.42%
$2.2K - $2.3K
15.3K $568K
Feb 13, 2025 Q4 2024
Redwood Financial Network Corp

BUY
 -
60
+ 0.75%
$2.07K - $2.15K
8.08K $301K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
42
+ 600.0%
$1.45K - $1.51K
49 $1.82K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
37
+ 1.5%
$1.27K - $1.33K
2.5K $92.9K
Feb 05, 2025 Q4 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
31
+ 1.16%
$1.07K - $1.11K
2.71K $101K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
17
+ 4.33%
$585 - $610
410 $15.3K
Jan 13, 2025 Q4 2024
Friedenthal Financial

BUY
 -
10
New
$344 - $359
10 $372
Jan 28, 2025 Q4 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
10
New
$344 - $359
10 $372
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
8
New
$275 - $287
8 $298
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
5
New
$172 - $179
5 $186
Feb 13, 2025 Q4 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
2
+ 1.05%
$68.8 - $71.8
192 $7.14K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
1
+ 2.33%
$34.4 - $35.9
44 $1.64K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-1
- -0.0%
$34.4 - $35.9
142K $5.28M
Jan 13, 2025 Q4 2024
Cypress Financial Planning LLC

SELL
 -
-15
- 0.16%
$516 - $538
9.24K $344K
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

SELL
 -
-33
- 0.3%
$1.14K - $1.18K
11.1K $412K
Jan 17, 2025 Q4 2024
New Century Financial Group, LLC

Princeton, NJ
SELL
 -
-40
- 0.62%
$1.38K - $1.44K
6.44K $239K
Feb 05, 2025 Q4 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-43
- 12.32%
$1.48K - $1.54K
306 $11.4K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-71
- 3.35%
$2.44K - $2.55K
2.05K $76.3K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

SELL
 -
-74
- 0.51%
$2.55K - $2.66K
14.5K $539K
Jan 30, 2025 Q4 2024
Beacon Capital Management, LLC

SELL
 -
-78
- 39.0%
$2.68K - $2.8K
122 $4.54K
Jan 13, 2025 Q4 2024
Ehrlich Financial Group

Laguna Niguel, CA
SELL
 -
-79
- 1.27%
$2.72K - $2.83K
6.13K $228K
Feb 10, 2025 Q4 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-120
- 11.52%
$4.13K - $4.31K
922 $34.3K
Feb 04, 2025 Q4 2024
Cannon Wealth Management Services, LLC

Winston Salem, NC
SELL
 -
-130
- 0.94%
$4.47K - $4.66K
13.7K $508K

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