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 15, 2020
Q1 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
868+ 6.42% |
$18.4K - $27.3K
|
14.4K
$552K
|
|
|
Apr 17, 2020
Q1 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
850New |
$18K - $26.7K
|
850
$32.7K
|
|
|
May 07, 2020
Q1 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
601New |
$12.8K - $18.9K
|
601
$23.1K
|
|
|
May 12, 2020
Q1 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
486New |
$10.3K - $15.3K
|
486
$18.7K
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
482+ 1.14% |
$10.2K - $15.1K
|
42.6K
$1.64M
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
393+ 171.62% |
$8.34K - $12.3K
|
622
$23.9K
|
|
|
May 04, 2020
Q1 2020
|
Columbus Macro, LLC
|
BUY
|
- |
391+ 1.03% |
$8.3K - $12.3K
|
38.4K
$1.48M
|
|
|
Apr 28, 2020
Q1 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
292+ 16.57% |
$6.2K - $9.17K
|
2.05K
$78.9K
|
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
224+ 1.07% |
$4.76K - $7.03K
|
21.2K
$813K
|
|
|
May 13, 2020
Q1 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
76+ 0.75% |
$1.61K - $2.39K
|
10.2K
$391K
|
|
|
May 15, 2020
Q1 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
72New |
$1.53K - $2.26K
|
72
$2.77K
|
|
|
Apr 23, 2020
Q1 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 1.2% |
$106 - $157
|
421
$16.2K
|
|
|
Apr 27, 2020
Q1 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$21.2 - $31.4
|
9.4K
$361K
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4Closed |
$84.9 - $126
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$84.9 - $126
|
72.4K
$2.78M
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40Closed |
$849 - $1.26K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
SELL
|
- |
-204- 0.71% |
$4.33K - $6.41K
|
28.7K
$1.1M
|
|
|
Apr 14, 2020
Q1 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-327Closed |
$6.94K - $10.3K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-330- 18.57% |
$7.01K - $10.4K
|
1.45K
$55.6K
|
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-342- 2.23% |
$7.26K - $10.7K
|
15K
$577K
|
|
|
May 15, 2020
Q1 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-372- 1.55% |
$7.9K - $11.7K
|
23.7K
$910K
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-465- 91.72% |
$9.87K - $14.6K
|
42
$1.61K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-482- 13.1% |
$10.2K - $15.1K
|
3.2K
$123K
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-497- 1.7% |
$10.6K - $15.6K
|
28.7K
$1.1M
|
|
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-576Closed |
$12.2K - $18.1K
|
0
$0
|
|
|
Apr 01, 2020
Q1 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-624- 26.37% |
$13.2K - $19.6K
|
1.74K
$66.9K
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-824- 1.94% |
$17.5K - $25.9K
|
41.6K
$1.6M
|
|
|
May 08, 2020
Q1 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-937- 7.8% |
$19.9K - $29.4K
|
11.1K
$426K
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 3.26% |
$23K - $34.1K
|
32.2K
$1.24M
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.1KClosed |
$23.2K - $34.4K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-1.12K- 31.53% |
$23.8K - $35.2K
|
2.43K
$93.4K
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.19KClosed |
$25.3K - $37.4K
|
0
$0
|
|
|
Jun 05, 2020
Q1 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-1.26K- 3.93% |
$26.7K - $39.6K
|
30.8K
$1.18M
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.43K- 4.44% |
$30.4K - $45K
|
30.9K
$1.19M
|
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.91KClosed |
$40.5K - $59.9K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.96K- 11.86% |
$41.5K - $61.4K
|
14.5K
$558K
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.01K- 15.89% |
$42.7K - $63.2K
|
10.7K
$410K
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.16KClosed |
$45.8K - $67.8K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.18KClosed |
$46.2K - $68.4K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.33K- 17.43% |
$49.4K - $73.1K
|
11K
$424K
|
|
|
May 15, 2020
Q1 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.47K- 20.08% |
$52.3K - $77.4K
|
9.81K
$377K
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.6K- 15.44% |
$55.3K - $81.7K
|
14.3K
$548K
|
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.82K- 1.9% |
$59.9K - $88.6K
|
146K
$5.6M
|
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.87K- 14.54% |
$60.8K - $90K
|
16.8K
$647K
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3KClosed |
$63.7K - $94.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.05K- 21.64% |
$64.7K - $95.7K
|
11K
$424K
|
|
|
May 11, 2020
Q1 2020
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.16K- 15.51% |
$67.1K - $99.2K
|
17.2K
$661K
|
|
|
Apr 22, 2020
Q1 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.85K- 4.71% |
$81.7K - $121K
|
77.8K
$2.99M
|
|
|
May 05, 2020
Q1 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.64K- 27.82% |
$98.5K - $146K
|
12K
$463K
|
|
|
Apr 10, 2020
Q1 2020
|
Diversified Trust CO
|
SELL
|
- |
-5.2K- 22.46% |
$110K - $163K
|
18K
$690K
|