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 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
230+ 3.74% |
$7.92K - $8.25K
|
6.37K
$219K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
227+ 2.02% |
$7.81K - $8.14K
|
11.5K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
224New |
$7.71K - $8.04K
|
224
$7.7K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
207+ 0.72% |
$7.12K - $7.43K
|
28.9K
$992K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
198New |
$6.82K - $7.1K
|
198
$6.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
191+ 0.49% |
$6.57K - $6.85K
|
39.1K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
178New |
$6.13K - $6.39K
|
178
$6.12K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
143New |
$4.92K - $5.13K
|
143
$4.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
131+ 1.35% |
$4.51K - $4.7K
|
9.83K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123+ 1.0% |
$4.23K - $4.41K
|
12.4K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
114New |
$3.92K - $4.09K
|
114
$3.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
114+ 1.56% |
$3.92K - $4.09K
|
7.4K
$254K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
104+ 0.55% |
$3.58K - $3.73K
|
19.2K
$659K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
83New |
$2.86K - $2.98K
|
83
$2.85K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
72+ 0.37% |
$2.48K - $2.58K
|
19.6K
$674K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
71+ 0.94% |
$2.44K - $2.55K
|
7.61K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
69+ 0.45% |
$2.37K - $2.48K
|
15.4K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66+ 74.16% |
$2.27K - $2.37K
|
155
$5.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65+ 10.83% |
$2.24K - $2.33K
|
665
$22.9K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
64+ 0.42% |
$2.2K - $2.3K
|
15.3K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
60+ 0.75% |
$2.07K - $2.15K
|
8.08K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
50+ 0.33% |
$1.72K - $1.79K
|
15.1K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42+ 600.0% |
$1.45K - $1.51K
|
49
$1.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 1.5% |
$1.27K - $1.33K
|
2.5K
$85.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 1.16% |
$1.07K - $1.11K
|
2.71K
$93.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
28+ 0.5% |
$964 - $1K
|
5.66K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 4.33% |
$585 - $610
|
410
$14.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
10New |
$344 - $359
|
10
$344
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10New |
$344 - $359
|
10
$344
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8New |
$275 - $287
|
8
$275
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$172 - $179
|
5
$172
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 1.05% |
$68.8 - $71.8
|
192
$6.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 2.33% |
$34.4 - $35.9
|
44
$1.51K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$34.4 - $35.9
|
142K
$4.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-15- 0.16% |
$516 - $538
|
9.24K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-33- 0.3% |
$1.14K - $1.18K
|
11.1K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 0.62% |
$1.38K - $1.44K
|
6.44K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-43- 12.32% |
$1.48K - $1.54K
|
306
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51- 0.06% |
$1.76K - $1.83K
|
89.9K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-71- 3.35% |
$2.44K - $2.55K
|
2.05K
$70.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-74- 0.51% |
$2.55K - $2.66K
|
14.5K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 39.0% |
$2.68K - $2.8K
|
122
$4.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-79- 1.27% |
$2.72K - $2.83K
|
6.13K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-120- 11.52% |
$4.13K - $4.31K
|
922
$31.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-130- 0.94% |
$4.47K - $4.66K
|
13.7K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-136- 1.41% |
$4.68K - $4.88K
|
9.52K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-144- 44.72% |
$4.96K - $5.17K
|
178
$6.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-145- 0.75% |
$4.99K - $5.2K
|
19.2K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-167- 0.91% |
$5.75K - $5.99K
|
18.2K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-235- 1.47% |
$8.09K - $8.43K
|
15.8K
$543K
|