Purchases and Sales Made in Q1 2021 in Ishares Currency Hedged Msci E (HEFA)

HEFA Quotes by TradingView

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 14, 2021 Q1 2021
Assetmark, Inc

BUY
 -
1.01K
New
$30.8K - $33.4K
1.01K $41.1K
May 07, 2021 Q1 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
889
+ 2.94%
$27.1K - $29.4K
31.1K $1.27M
May 17, 2021 Q1 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
800
+ 7.77%
$24.4K - $26.5K
11.1K $452K
Apr 21, 2021 Q1 2021
Baystate Wealth Management LLC

BUY
 -
742
New
$22.6K - $24.6K
742 $30.2K
May 13, 2021 Q1 2021
Avantax Advisory Services, Inc.

BUY
 -
445
+ 5.09%
$13.6K - $14.7K
9.19K $374K
May 17, 2021 Q1 2021
First Heartland Consultants, Inc.

BUY
 -
433
+ 2.89%
$13.2K - $14.3K
15.4K $629K
Apr 19, 2021 Q1 2021
Lvw Advisors, LLC

BUY
 -
368
+ 0.85%
$11.2K - $12.2K
43.6K $1.77M
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
195
New
$5.95K - $6.45K
195 $7.94K
Apr 14, 2021 Q1 2021
Advisor Net Financial, Inc

BUY
 -
87
New
$2.65K - $2.88K
87 $3.54K
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
BUY
 -
20
New
$610 - $662
20 $815
May 04, 2021 Q1 2021
Retirement Group, LLC

BUY
 -
5
+ 0.83%
$152 - $166
605 $24.6K
Apr 14, 2021 Q1 2021
Global Trust Asset Management, LLC

SELL
 -
-2
- 4.08%
$61 - $66.2
47 $1.91K
Apr 30, 2021 Q1 2021
Ifp Advisors, Inc

SELL
 -
-4
- 0.96%
$122 - $132
412 $16.8K
May 11, 2021 Q1 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-42
- 4.23%
$1.28K - $1.39K
950 $38.7K
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-73
- 5.07%
$2.23K - $2.42K
1.37K $55.7K
May 14, 2021 Q1 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-106
- 2.33%
$3.23K - $3.51K
4.45K $181K
Apr 28, 2021 Q1 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-235
- 9.31%
$7.17K - $7.78K
2.29K $93.3K
May 06, 2021 Q1 2021
Bigelow Investment Advisors, LLC

SELL
 -
-369
- 4.05%
$11.3K - $12.2K
8.73K $356K
May 07, 2021 Q1 2021
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-403
- 1.73%
$12.3K - $13.3K
22.9K $932K
May 11, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-425
- 0.41%
$13K - $14.1K
104K $4.22M
May 11, 2021 Q1 2021
9258 Wealth Management, LLC

SELL
 -
-499
- 4.78%
$15.2K - $16.5K
9.93K $405K
May 11, 2021 Q1 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-512
- 25.94%
$15.6K - $16.9K
1.46K $59.6K
Apr 27, 2021 Q1 2021
Cwm, LLC

SELL
 -
-562
- 64.6%
$17.1K - $18.6K
308 $12.5K
Apr 01, 2021 Q1 2021
M&R Capital Management Inc

SELL
 -
-600
Closed
$18.3K - $19.9K
0 $0
May 14, 2021 Q1 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-753
- 9.84%
$23K - $24.9K
6.9K $281K
Apr 26, 2021 Q1 2021
Whittier Trust CO

SELL
 -
-894
- 3.15%
$27.3K - $29.6K
27.5K $1.12M
Mar 04, 2025 Q1 2021
Berkeley, Inc

Boise, ID
SELL
 -
-1.05K
- 3.45%
$32K - $34.8K
29.4K $1.2M
Apr 21, 2021 Q1 2021
Clearwater Capital Advisors, LLC

SELL
 -
-1.36K
- 1.8%
$41.4K - $45K
74.3K $3.03M
May 24, 2021 Q1 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-1.49K
- 5.75%
$45.5K - $49.4K
24.4K $995K
May 07, 2021 Q1 2021
Lebenthal Global Advisors, LLC

SELL
 -
-1.5K
Closed
$45.7K - $49.7K
0 $0
Mar 11, 2024 Q1 2021
Nepc LLC

Boston, MA
SELL
 -
-1.67K
- 0.71%
$50.9K - $55.2K
232K $9.45M
May 24, 2021 Q1 2021
Advisory Services Network, LLC

SELL
 -
-1.74K
Closed
$52.9K - $57.4K
0 $0
May 13, 2021 Q1 2021
Blair William & CO

Chicago, IL
SELL
 -
-2.07K
- 1.3%
$63K - $68.4K
157K $6.41M
May 10, 2021 Q1 2021
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-2.3K
- 6.93%
$70.2K - $76.2K
30.9K $1.26M
Apr 29, 2021 Q1 2021
Maltin Wealth Management, Inc.

SELL
 -
-2.34K
- 4.91%
$71.4K - $77.5K
45.3K $1.85M
Apr 22, 2021 Q1 2021
Private Advisor Group, LLC

SELL
 -
-2.37K
- 7.3%
$72.4K - $78.6K
30.1K $1.23M
May 14, 2021 Q1 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2.39K
Closed
$72.8K - $79K
0 $0
Jan 27, 2023 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.57K
- 15.67%
$78.3K - $85K
13.8K $563K
May 17, 2021 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.57K
- 15.67%
$78.3K - $85K
13.8K $563K
Apr 19, 2021 Q1 2021
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-2.99K
- 47.41%
$91.1K - $98.9K
3.31K $135K
Apr 28, 2021 Q1 2021
Firestone Capital Management

SELL
 -
-3K
- 9.92%
$91.5K - $99.3K
27.3K $1.11M
May 14, 2021 Q1 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-3.24K
- 3.3%
$98.7K - $107K
95K $3.87M
Apr 30, 2021 Q1 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-3.41K
- 3.37%
$104K - $113K
97.6K $3.98M
May 17, 2021 Q1 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-4.3K
- 9.89%
$131K - $142K
39.1K $1.59M
May 13, 2021 Q1 2021
Headinvest, LLC

Portland, ME
SELL
 -
-4.38K
- 15.54%
$134K - $145K
23.8K $970K
Apr 21, 2021 Q1 2021
Bokf, Na

Tulsa, OK
SELL
 -
-4.39K
- 2.83%
$134K - $145K
151K $6.13M
May 13, 2021 Q1 2021
Capital Advisors, Ltd. LLC

SELL
 -
-4.47K
- 32.75%
$136K - $148K
9.17K $374K
May 05, 2021 Q1 2021
Avidian Wealth Solutions, LLC

SELL
 -
-4.58K
- 1.67%
$140K - $152K
269K $11M
May 06, 2021 Q1 2021
Bellwether Advisors, LLC

SELL
 -
-5.37K
- 32.64%
$164K - $178K
11.1K $451K

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