Purchases and Sales Made in Q2 2023 in Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
83.6K+ 33.43% |
$1.96M - $2.1M
|
334K
$9.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.9KNew |
$770K - $824K
|
32.9K
$902K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.5K+ 34.18% |
$503K - $539K
|
84.4K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
18.2K+ 24.42% |
$426K - $456K
|
92.6K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.27K+ 29.8% |
$194K - $208K
|
36K
$989K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.59K+ 7.08% |
$107K - $115K
|
69.4K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.57K+ 0.77% |
$60.2K - $64.5K
|
336K
$9.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1KNew |
$23.4K - $25.1K
|
1K
$27.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
93New |
$2.18K - $2.33K
|
93
$2.55K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38New |
$890 - $953
|
38
$1.04K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-95- 0.94% |
$2.22K - $2.38K
|
9.99K
$274K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.34K- 2.17% |
$31.3K - $33.5K
|
60.3K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.47K- 81.55% |
$34.5K - $36.9K
|
333
$9.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3K- 2.03% |
$70.3K - $75.3K
|
145K
$3.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.03K- 6.38% |
$94.4K - $101K
|
59.1K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.17K- 7.48% |
$97.5K - $104K
|
51.5K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.68K- 34.13% |
$110K - $117K
|
9.04K
$248K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.49K- 25.21% |
$129K - $138K
|
16.3K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.19K- 24.15% |
$145K - $155K
|
19.4K
$533K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.34K- 2.82% |
$148K - $159K
|
218K
$5.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.79K- 2.44% |
$206K - $221K
|
352K
$9.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.52K- 32.44% |
$223K - $239K
|
19.8K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-17.9K- 19.6% |
$419K - $449K
|
73.4K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-145K- 78.08% |
$3.39M - $3.63M
|
40.6K
$1.11M
|