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 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-36.9K- 39.76% |
$784K - $1.16M
|
56K
$1.95M
|
|
May 14, 2020
Q1 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-37KClosed |
$786K - $1.16M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-40.2K- 9.06% |
$854K - $1.26M
|
404K
$14.1M
|
|
Apr 13, 2020
Q1 2020
|
Verity Wealth Advisors
|
SELL
|
- |
-40.4K- 24.33% |
$858K - $1.27M
|
126K
$4.37M
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-41KClosed |
$871K - $1.29M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.8K- 53.97% |
$887K - $1.31M
|
35.6K
$1.24M
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.8K- 13.58% |
$929K - $1.37M
|
279K
$9.69M
|
|
Apr 16, 2020
Q1 2020
|
Access Financial Services, Inc.
|
SELL
|
- |
-44.3KClosed |
$940K - $1.39M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-50.2K- 43.45% |
$1.07M - $1.58M
|
65.4K
$2.27M
|
|
May 11, 2020
Q1 2020
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-51.2KClosed |
$1.09M - $1.61M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-61.8K- 6.36% |
$1.31M - $1.94M
|
910K
$31.7M
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71K- 61.16% |
$1.51M - $2.23M
|
45.1K
$1.57M
|
|
May 07, 2020
Q1 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-74.7K- 23.62% |
$1.59M - $2.35M
|
242K
$8.4M
|
|
Apr 29, 2020
Q1 2020
|
Cx Institutional
|
SELL
|
- |
-88K- 94.46% |
$1.87M - $2.76M
|
5.16K
$180K
|
|
May 12, 2020
Q1 2020
|
Ckw Financial Group
|
SELL
|
- |
-88.5KClosed |
$1.88M - $2.78M
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-94.9KClosed |
$2.02M - $2.98M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-98.9KClosed |
$2.1M - $3.1M
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-125KClosed |
$2.66M - $3.93M
|
0
$0
|
|
Oct 18, 2023
Q1 2020
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-142K- 19.53% |
$3.02M - $4.47M
|
586K
$20.4M
|
|
May 27, 2020
Q1 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-154K- 8.8% |
$3.27M - $4.84M
|
1.6M
$55.5M
|
|
May 14, 2020
Q1 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-236K- 92.69% |
$5.01M - $7.42M
|
18.6K
$648K
|
|
May 15, 2020
Q1 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-243K- 95.43% |
$5.15M - $7.61M
|
11.6K
$404K
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-257K- 99.57% |
$5.45M - $8.06M
|
1.1K
$38.4K
|
|
May 08, 2020
Q1 2020
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-285KClosed |
$6.05M - $8.95M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-312K- 54.38% |
$6.63M - $9.81M
|
262K
$9.11M
|
|
May 14, 2020
Q1 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-320KClosed |
$6.8M - $10.1M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-320KClosed |
$6.8M - $10.1M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Bt Wealth Management LLC
|
SELL
|
- |
-320KClosed |
$6.8M - $10.1M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
SELL
|
- |
-391K- 29.13% |
$8.29M - $12.3M
|
950K
$33M
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-414K- 44.38% |
$8.78M - $13M
|
518K
$18M
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-656K- 98.41% |
$13.9M - $20.6M
|
10.6K
$368K
|