Purchases and Sales Made in Q1 2021 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2021. 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 17, 2021
Q1 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.07M+ 54.39% |
$32.7M - $35.5M
|
3.05M
$108M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
988K+ 25.44% |
$30.1M - $32.7M
|
4.87M
$172M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
924K+ 21.23% |
$28.2M - $30.6M
|
5.28M
$187M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
197KNew |
$6.01M - $6.52M
|
197K
$6.97M
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
139KNew |
$4.23M - $4.59M
|
139K
$4.91M
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
BUY
|
- |
126K+ 108.1% |
$3.83M - $4.16M
|
242K
$8.55M
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
110K+ 205.32% |
$3.35M - $3.64M
|
163K
$5.78M
|
|
Apr 14, 2021
Q1 2021
|
Verde Capital Management
|
BUY
|
- |
96K+ 154.7% |
$2.93M - $3.18M
|
158K
$5.59M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
93.7K+ 12.04% |
$2.86M - $3.1M
|
872K
$30.9M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.4K+ 40.73% |
$2.48M - $2.7M
|
281K
$9.95M
|
|
Jun 16, 2021
Q1 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
77.2K+ 3.18% |
$2.35M - $2.56M
|
2.5M
$88.5M
|
|
May 06, 2021
Q1 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
69.9K+ 15.4% |
$2.13M - $2.31M
|
524K
$18.5M
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
55.3K+ 7.54% |
$1.69M - $1.83M
|
788K
$27.9M
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
55.3K+ 7.54% |
$1.69M - $1.83M
|
788K
$27.9M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
51.5K+ 39.69% |
$1.57M - $1.7M
|
181K
$6.41M
|
|
May 19, 2021
Q1 2021
|
Clarity Financial LLC
|
BUY
|
- |
50.2K+ 342.08% |
$1.53M - $1.66M
|
64.9K
$2.3M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.3K+ 85.59% |
$1.47M - $1.6M
|
105K
$3.71M
|
|
Apr 26, 2021
Q1 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
45.4KNew |
$1.38M - $1.5M
|
45.4K
$1.61M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
41.7KNew |
$1.27M - $1.38M
|
41.7K
$1.48M
|
|
May 10, 2021
Q1 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
37.5K+ 12.94% |
$1.14M - $1.24M
|
327K
$11.6M
|
|
Apr 26, 2021
Q1 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
36.5KNew |
$1.11M - $1.21M
|
36.5K
$1.29M
|
|
May 17, 2021
Q1 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
35KNew |
$1.07M - $1.16M
|
35K
$1.24M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5KNew |
$901K - $978K
|
29.5K
$1.04M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.2K+ 3.13% |
$768K - $834K
|
829K
$29.3M
|
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
18.4K+ 1189.97% |
$561K - $609K
|
19.9K
$705K
|
|
May 18, 2021
Q1 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
18.1KNew |
$552K - $599K
|
18.1K
$640K
|
|
May 12, 2021
Q1 2021
|
Financial Insights, Inc.
|
BUY
|
- |
17K+ 65.0% |
$518K - $562K
|
43.1K
$1.52M
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
15.6K+ 14.9% |
$477K - $518K
|
121K
$4.26M
|
|
Oct 18, 2023
Q1 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
15.5K+ 2.64% |
$472K - $512K
|
602K
$21.3M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
14.9K+ 4.84% |
$455K - $494K
|
323K
$11.4M
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.5KNew |
$443K - $481K
|
14.5K
$514K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.8K+ 1200.91% |
$360K - $391K
|
12.8K
$453K
|
|
May 17, 2021
Q1 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.74KNew |
$297K - $322K
|
9.74K
$345K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.88K+ 241.34% |
$271K - $294K
|
12.6K
$444K
|
|
May 17, 2021
Q1 2021
|
Cypress Capital, LLC
|
BUY
|
- |
7.17K+ 3.24% |
$219K - $237K
|
229K
$8.09M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.99KNew |
$122K - $132K
|
3.99K
$141K
|
|
Apr 16, 2021
Q1 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.7K+ 3.24% |
$113K - $123K
|
118K
$4.17M
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 4.81% |
$103K - $112K
|
73.5K
$2.6M
|
|
May 07, 2021
Q1 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.33K+ 1.23% |
$102K - $110K
|
275K
$9.72M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.9K+ 12.79% |
$88.3K - $95.8K
|
25.5K
$903K
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.78KNew |
$84.8K - $92.1K
|
2.78K
$98.4K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.54K+ 938.38% |
$77.5K - $84.2K
|
2.81K
$99.5K
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.26K+ 2.42% |
$68.9K - $74.8K
|
95.6K
$3.38M
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.25K+ 18.87% |
$68.5K - $74.4K
|
14.2K
$501K
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.81K+ 4.86% |
$55.3K - $60K
|
39.1K
$1.38M
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.78K+ 16.09% |
$54.4K - $59K
|
12.9K
$455K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.64KNew |
$49.9K - $54.2K
|
1.64K
$57.9K
|
|
Apr 14, 2021
Q1 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.45K+ 5.27% |
$44.1K - $47.8K
|
28.9K
$1.02M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.36K+ 12336.36% |
$41.4K - $44.9K
|
1.37K
$48.4K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
1.01KNew |
$30.8K - $33.4K
|
1.01K
$35.7K
|