Purchases and Sales Made in Q1 2020 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2020. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.03MNew |
$64.2M - $95M
|
3.03M
$105M
|
|
|
May 14, 2020
Q1 2020
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.72M+ 893.2% |
$36.5M - $54M
|
1.91M
$66.5M
|
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
966KNew |
$20.5M - $30.3M
|
966K
$33.6M
|
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
724KNew |
$15.4M - $22.7M
|
724K
$25.2M
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
577K+ 86.54% |
$12.2M - $18.1M
|
1.24M
$43.2M
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
455K+ 119.54% |
$9.67M - $14.3M
|
836K
$29.1M
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
335K+ 24.89% |
$7.11M - $10.5M
|
1.68M
$58.4M
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
287K+ 642.33% |
$6.08M - $9M
|
331K
$11.5M
|
|
|
May 07, 2020
Q1 2020
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
254K+ 555.75% |
$5.39M - $7.97M
|
300K
$10.4M
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
174K+ 6.94% |
$3.7M - $5.47M
|
2.68M
$93.3M
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
134K+ 51.56% |
$2.85M - $4.22M
|
395K
$13.7M
|
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
103K+ 10.12% |
$2.19M - $3.24M
|
1.12M
$39.1M
|
|
|
May 14, 2020
Q1 2020
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
89.4K+ 69.72% |
$1.9M - $2.81M
|
218K
$7.57M
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
84.3KNew |
$1.79M - $2.65M
|
84.3K
$2.93M
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
83.2K+ 363.6% |
$1.77M - $2.61M
|
106K
$3.69M
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80K+ 368.78% |
$1.7M - $2.51M
|
102K
$3.54M
|
|
|
Apr 21, 2020
Q1 2020
|
First Hawaiian Bank
|
BUY
|
- |
67.4K+ 3.4% |
$1.43M - $2.12M
|
2.05M
$71.3M
|
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
66.3K+ 4.66% |
$1.41M - $2.08M
|
1.49M
$51.8M
|
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
61.5K+ 344.95% |
$1.31M - $1.93M
|
79.4K
$2.76M
|
|
|
May 15, 2020
Q1 2020
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
58.5K+ 189.39% |
$1.24M - $1.84M
|
89.5K
$3.11M
|
|
|
May 12, 2020
Q1 2020
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
50.8KNew |
$1.08M - $1.59M
|
50.8K
$1.77M
|
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
BUY
|
- |
45.4K+ 2.05% |
$963K - $1.42M
|
2.26M
$78.5M
|
|
|
Mar 11, 2024
Q1 2020
|
Nepc LLC
Boston, MA |
BUY
|
- |
29.9K+ 15.04% |
$635K - $939K
|
229K
$7.95M
|
|
|
May 14, 2020
Q1 2020
|
M&T Bank Corp
|
BUY
|
- |
29.6KNew |
$628K - $928K
|
29.6K
$1.03M
|
|
|
May 06, 2020
Q1 2020
|
Motco
|
BUY
|
- |
24.2KNew |
$514K - $761K
|
24.2K
$843K
|
|
|
Apr 17, 2020
Q1 2020
|
First Citizens Bank & Trust CO
|
BUY
|
- |
18.6K+ 53.5% |
$395K - $584K
|
53.4K
$1.86M
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.7K+ 39.35% |
$333K - $493K
|
55.6K
$1.93M
|
|
|
May 13, 2020
Q1 2020
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
15.5K+ 12.03% |
$330K - $488K
|
145K
$5.03M
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.5K+ 8.18% |
$286K - $423K
|
178K
$6.2M
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.8K+ 127.06% |
$272K - $402K
|
22.9K
$796K
|
|
|
Apr 23, 2020
Q1 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.9K+ 52.67% |
$252K - $373K
|
34.4K
$1.2M
|
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.88K+ 14.87% |
$210K - $310K
|
76.3K
$2.65M
|
|
|
May 12, 2020
Q1 2020
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.89K+ 51.66% |
$189K - $279K
|
26.1K
$908K
|
|
|
Apr 28, 2020
Q1 2020
|
Financial Insights, Inc.
|
BUY
|
- |
7.99K+ 84.0% |
$170K - $251K
|
17.5K
$609K
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
7.83K+ 24.95% |
$166K - $246K
|
39.2K
$1.36M
|
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.63K+ 22.97% |
$162K - $239K
|
40.8K
$1.42M
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6.99K+ 11.46% |
$148K - $219K
|
68K
$2.36M
|
|
|
Apr 21, 2020
Q1 2020
|
Csenge Advisory Group
|
BUY
|
- |
6.53K+ 3.88% |
$139K - $205K
|
175K
$6.07M
|
|
|
May 15, 2020
Q1 2020
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.19K+ 12.34% |
$131K - $194K
|
56.3K
$1.96M
|
|
|
May 11, 2020
Q1 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.81KNew |
$102K - $151K
|
4.81K
$167K
|
|
|
May 06, 2020
Q1 2020
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.63K+ 14.82% |
$98.3K - $145K
|
35.9K
$1.25M
|
|
|
May 08, 2020
Q1 2020
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.2K+ 10.12% |
$46.7K - $69.1K
|
24K
$833K
|
|
|
May 12, 2020
Q1 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 16.43% |
$42.5K - $62.8K
|
14.2K
$493K
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.93K+ 94.89% |
$41K - $60.7K
|
3.97K
$138K
|
|
|
Apr 28, 2020
Q1 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.92K+ 0.72% |
$40.8K - $60.3K
|
267K
$9.3M
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.92KNew |
$40.7K - $60.1K
|
1.92K
$66.6K
|
|
|
Apr 14, 2020
Q1 2020
|
Schwab Charitable Fund
|
BUY
|
- |
1.63K+ 22.5% |
$34.6K - $51.1K
|
8.86K
$308K
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.28K+ 1.03% |
$27.2K - $40.2K
|
126K
$4.38M
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.18K+ 6.31% |
$25K - $36.9K
|
19.8K
$689K
|
|
|
May 04, 2020
Q1 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
978+ 7.72% |
$20.8K - $30.7K
|
13.6K
$475K
|