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 |
---|---|---|---|---|---|---|---|
Apr 23, 2020
Q1 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.08K- 26.13% |
$129K - $191K
|
17.2K
$598K
|
|
Jul 24, 2024
Q1 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.12K- 14.21% |
$130K - $192K
|
37K
$1.29M
|
|
May 04, 2020
Q1 2020
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-6.6KClosed |
$140K - $207K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Savant Capital, LLC
|
SELL
|
- |
-6.68KClosed |
$142K - $210K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.74K- 26.43% |
$143K - $211K
|
18.7K
$652K
|
|
May 05, 2020
Q1 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.75KClosed |
$143K - $212K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.75KClosed |
$143K - $212K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-6.91KClosed |
$147K - $217K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.95K- 39.2% |
$148K - $218K
|
10.8K
$375K
|
|
May 01, 2020
Q1 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.97KClosed |
$148K - $219K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
SELL
|
- |
-7KClosed |
$149K - $220K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-7.38KClosed |
$157K - $232K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.51KClosed |
$159K - $236K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-7.85K- 16.63% |
$167K - $246K
|
39.3K
$1.37M
|
|
May 14, 2020
Q1 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.04KClosed |
$171K - $253K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.35K- 11.98% |
$177K - $262K
|
61.3K
$2.13M
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.52KClosed |
$181K - $267K
|
0
$0
|
|
Dec 18, 2020
Q1 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.81K- 9.3% |
$187K - $277K
|
85.9K
$2.99M
|
|
May 13, 2020
Q1 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-9.59KClosed |
$204K - $301K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-9.64KClosed |
$205K - $303K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-10.1K- 18.41% |
$215K - $318K
|
44.9K
$1.56M
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7K- 78.98% |
$228K - $337K
|
2.86K
$99.5K
|
|
May 18, 2020
Q1 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-10.8K- 97.58% |
$228K - $338K
|
267
$9.29K
|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-10.9KClosed |
$232K - $343K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$238K - $352K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-12.8K- 11.5% |
$271K - $401K
|
98.2K
$3.41M
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-13K- 45.73% |
$275K - $407K
|
15.4K
$534K
|
|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.2KClosed |
$280K - $414K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-13.3KClosed |
$282K - $417K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-13.4KClosed |
$285K - $422K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13.7K- 1.8% |
$291K - $430K
|
748K
$26M
|
|
Apr 28, 2020
Q1 2020
|
Rovin Capital
|
SELL
|
- |
-14KClosed |
$298K - $440K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.4KClosed |
$306K - $452K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14.9KClosed |
$317K - $469K
|
0
$0
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 20.98% |
$332K - $491K
|
58.9K
$2.05M
|
|
Apr 20, 2020
Q1 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.1KClosed |
$341K - $505K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-16.5K- 29.28% |
$350K - $518K
|
39.8K
$1.39M
|
|
May 01, 2020
Q1 2020
|
Comerica Bank
|
SELL
|
- |
-17KClosed |
$360K - $533K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-17.4K- 49.51% |
$369K - $545K
|
17.7K
$616K
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.6KClosed |
$373K - $552K
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.9KClosed |
$423K - $625K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Brightworth
|
SELL
|
- |
-20K- 46.89% |
$424K - $627K
|
22.6K
$786K
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.1K- 9.37% |
$427K - $632K
|
195K
$6.77M
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-21.5KClosed |
$457K - $676K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
South State Corp
|
SELL
|
- |
-25.3KClosed |
$537K - $794K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-29KClosed |
$616K - $911K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-30.9K- 2.19% |
$657K - $972K
|
1.39M
$48.2M
|
|
May 12, 2020
Q1 2020
|
Bridges Investment Management Inc
|
SELL
|
- |
-31.2KClosed |
$661K - $978K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33.3KClosed |
$707K - $1.05M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.6K- 3.94% |
$735K - $1.09M
|
844K
$29.3M
|