Purchases and Sales Made in Q1 2022 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2022. 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 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.61M+ 3300.3% |
$111M - $130M
|
3.72M
$129M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.76M+ 5.55% |
$54.3M - $63.2M
|
33.4M
$1.16B
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
866K+ 40.01% |
$26.7M - $31.1M
|
3.03M
$105M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
778K+ 9.92% |
$24M - $28M
|
8.62M
$300M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
772K+ 10.76% |
$23.8M - $27.8M
|
7.95M
$276M
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
491KNew |
$15.2M - $17.7M
|
491K
$17.1M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
332K+ 181.52% |
$10.3M - $12M
|
516K
$17.9M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
314K+ 28.73% |
$9.71M - $11.3M
|
1.41M
$49M
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
245K+ 87.55% |
$7.57M - $8.82M
|
525K
$18.3M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
193K+ 71.36% |
$5.97M - $6.96M
|
464K
$16.2M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
185KNew |
$5.72M - $6.66M
|
185K
$6.44M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 26.92% |
$5.61M - $6.53M
|
856K
$29.8M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
165KNew |
$5.1M - $5.94M
|
165K
$5.75M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.6K+ 27.78% |
$3.08M - $3.58M
|
458K
$15.9M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.4K+ 11.68% |
$2.14M - $2.49M
|
664K
$23.1M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
66.5KNew |
$2.05M - $2.39M
|
66.5K
$2.31M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.1K+ 6.7% |
$1.95M - $2.27M
|
1M
$34.9M
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
61.8K+ 23.97% |
$1.91M - $2.22M
|
320K
$11.1M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.1KNew |
$1.79M - $2.09M
|
58.1K
$2.02M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
53.3K+ 5.9% |
$1.65M - $1.92M
|
956K
$33.3M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
53.3K+ 5.9% |
$1.65M - $1.92M
|
956K
$33.3M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
51.7K+ 181.43% |
$1.6M - $1.86M
|
80.2K
$2.79M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.5K+ 641.47% |
$1.34M - $1.57M
|
50.3K
$1.75M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.4K+ 4.09% |
$1.22M - $1.42M
|
1M
$34.9M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
37K+ 20.52% |
$1.14M - $1.33M
|
217K
$7.55M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.7K+ 55.74% |
$1.07M - $1.25M
|
97.1K
$3.38M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
30.9K+ 9.33% |
$954K - $1.11M
|
362K
$12.6M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.4K+ 9.11% |
$907K - $1.06M
|
352K
$12.2M
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
25.7K+ 9.5% |
$794K - $924K
|
296K
$10.3M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.9K+ 15.81% |
$768K - $895K
|
182K
$6.34M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
21.8KNew |
$674K - $785K
|
21.8K
$759K
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
BUY
|
- |
21.1K+ 7.02% |
$650K - $757K
|
321K
$11.2M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.1K+ 1.45% |
$558K - $650K
|
1.26M
$43.9M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.2KNew |
$530K - $617K
|
17.2K
$597K
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 43.66% |
$450K - $524K
|
48K
$1.67M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
13.4KNew |
$413K - $480K
|
13.4K
$465K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.6K+ 8.07% |
$389K - $453K
|
169K
$5.87M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 6.31% |
$355K - $414K
|
194K
$6.75M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
11.1K+ 105.88% |
$344K - $400K
|
21.6K
$753K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.8KNew |
$334K - $390K
|
10.8K
$377K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 1504.78% |
$311K - $362K
|
10.7K
$373K
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
10K+ 17.61% |
$310K - $361K
|
67.1K
$2.33M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
9.54KNew |
$294K - $343K
|
9.54K
$332K
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
8.27KNew |
$255K - $297K
|
8.27K
$288K
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
8.1KNew |
$250K - $291K
|
8.1K
$282K
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.48K+ 104.41% |
$231K - $269K
|
14.6K
$509K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.35K+ 78.89% |
$227K - $264K
|
16.7K
$580K
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
7.21K+ 46.96% |
$223K - $259K
|
22.6K
$785K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.24K+ 39.61% |
$193K - $224K
|
22K
$765K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.55K+ 37.64% |
$171K - $199K
|
20.3K
$705K
|