Purchases and Sales Made in Q1 2023 in Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
250KNew |
$5.7M - $6.39M
|
250K
$6.86M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 12.66% |
$575K - $644K
|
224K
$6.16M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.9K+ 213.36% |
$431K - $483K
|
27.8K
$762K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 21.86% |
$265K - $297K
|
64.8K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
9.09K+ 13.9% |
$207K - $232K
|
74.4K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.62K+ 9.06% |
$105K - $118K
|
55.7K
$1.53M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.52K+ 121.0% |
$57.6K - $64.5K
|
4.61K
$126K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.51K+ 0.76% |
$57.3K - $64.2K
|
334K
$9.16M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21K+ 3.72% |
$50.4K - $56.4K
|
61.6K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.08K+ 3.41% |
$47.5K - $53.2K
|
63.1K
$1.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
215New |
$4.9K - $5.49K
|
215
$5.9K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106+ 28.19% |
$2.42K - $2.71K
|
482
$13.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
63+ 0.46% |
$1.44K - $1.61K
|
13.7K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-469- 4.18% |
$10.7K - $12K
|
10.7K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-738- 9.25% |
$16.8K - $18.9K
|
7.24K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.66K- 0.46% |
$37.9K - $42.4K
|
361K
$9.9M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.71K- 48.71% |
$39.1K - $43.8K
|
1.81K
$49.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.39K- 18.37% |
$54.5K - $61K
|
10.6K
$291K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.58K- 9.47% |
$150K - $168K
|
62.9K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.44K- 22.33% |
$192K - $216K
|
29.3K
$805K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.77K- 5.61% |
$200K - $224K
|
148K
$4.05M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-10.3K- 42.96% |
$236K - $264K
|
13.7K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14K- 35.27% |
$318K - $357K
|
25.6K
$703K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-14.9K- 40.57% |
$339K - $380K
|
21.8K
$597K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-17.5K- 16.06% |
$398K - $446K
|
91.3K
$2.5M
|