Purchases and Sales Made in Q4 2022 in Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM) during Q4 2022. 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 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
160K+ 405.74% |
$3.58M - $4.04M
|
199K
$5.46M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
103K+ 29.45% |
$2.32M - $2.61M
|
454K
$12.5M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
48.7KNew |
$1.09M - $1.23M
|
48.7K
$1.34M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.1K+ 169.08% |
$719K - $811K
|
51.1K
$1.4M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 31.5% |
$351K - $396K
|
65.4K
$1.79M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13KNew |
$292K - $329K
|
13K
$357K
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.2KNew |
$251K - $284K
|
11.2K
$308K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.78K+ 19.72% |
$219K - $247K
|
59.4K
$1.63M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.45K+ 7.87% |
$99.8K - $113K
|
61K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.33K+ 12.27% |
$97K - $109K
|
39.6K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.52KNew |
$78.9K - $89K
|
3.52K
$96.6K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 4.77% |
$54.3K - $61.3K
|
53.2K
$1.46M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.09KNew |
$46.8K - $52.8K
|
2.09K
$57.2K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
535+ 7.19% |
$12K - $13.5K
|
7.98K
$219K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
345+ 2.6% |
$7.73K - $8.73K
|
13.6K
$374K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
275+ 272.28% |
$6.17K - $6.95K
|
376
$10.3K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.27% |
$628 - $708
|
10.5K
$287K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-35- 1.81% |
$785 - $885
|
1.89K
$52K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-45- 0.44% |
$1.01K - $1.14K
|
10.1K
$277K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-138- 1.07% |
$3.09K - $3.49K
|
12.8K
$351K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-443- 16.75% |
$9.93K - $11.2K
|
2.2K
$60.4K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.8K- 15.68% |
$62.7K - $70.7K
|
15K
$412K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.25K- 5.76% |
$95.2K - $107K
|
69.5K
$1.91M
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.48K- 10.89% |
$100K - $113K
|
36.6K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-6.65K- 21.65% |
$149K - $168K
|
24K
$660K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.7K- 30.6% |
$374K - $421K
|
37.8K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-37.6K- 80.95% |
$844K - $952K
|
8.86K
$243K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.4K- 21.73% |
$973K - $1.1M
|
156K
$4.29M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-49.8K- 13.07% |
$1.12M - $1.26M
|
331K
$9.09M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-89.1K- 59.38% |
$2M - $2.25M
|
61K
$1.67M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-91.9K- 20.22% |
$2.06M - $2.32M
|
363K
$9.95M
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-215K- 66.4% |
$4.82M - $5.43M
|
109K
$2.98M
|