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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.46K+ 26.08% |
$168K - $196K
|
26.4K
$917K
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.36K+ 49.13% |
$166K - $193K
|
16.3K
$566K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
5.35K+ 8.44% |
$165K - $192K
|
68.8K
$2.39M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.11K+ 23.84% |
$158K - $184K
|
26.6K
$924K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
5.09K+ 1.79% |
$157K - $183K
|
289K
$10M
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.14K+ 0.76% |
$128K - $149K
|
551K
$19.2M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.94K+ 4.67% |
$122K - $142K
|
88.3K
$3.07M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.85K+ 0.61% |
$119K - $138K
|
636K
$22.1M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
3.57K+ 12.18% |
$110K - $128K
|
32.8K
$1.14M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.19KNew |
$98.6K - $115K
|
3.19K
$111K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3K+ 12.54% |
$92.5K - $108K
|
26.9K
$935K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.97K+ 49.32% |
$91.7K - $107K
|
8.99K
$313K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.36K+ 1.84% |
$72.8K - $84.8K
|
131K
$4.55M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.25K+ 6.59% |
$69.4K - $80.8K
|
36.3K
$1.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.2K+ 0.57% |
$67.8K - $79K
|
390K
$13.6M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.17K+ 30.65% |
$66.9K - $77.9K
|
9.24K
$321K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
2.17K+ 2.58% |
$66.9K - $77.9K
|
86.1K
$2.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2K+ 0.79% |
$61.6K - $71.8K
|
256K
$8.89M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.81K+ 5.27% |
$56K - $65.2K
|
36.2K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.62K+ 4.3% |
$50.1K - $58.4K
|
39.4K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.43K+ 20.79% |
$44K - $51.2K
|
8.28K
$288K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33K+ 144.41% |
$41.1K - $47.8K
|
2.25K
$78.3K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 10.18% |
$38.6K - $44.9K
|
13.5K
$470K
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.22K+ 3.14% |
$37.7K - $43.9K
|
40.1K
$1.4M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.21K+ 5.34% |
$37.4K - $43.5K
|
23.9K
$831K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
922New |
$28.5K - $33.2K
|
922
$32.1K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
870+ 2.23% |
$26.9K - $31.3K
|
39.9K
$1.39M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
858+ 0.25% |
$26.5K - $30.9K
|
349K
$12.1M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
679+ 5.64% |
$21K - $24.4K
|
12.7K
$443K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
656+ 1.93% |
$20.3K - $23.6K
|
34.6K
$1.2M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
620+ 5.41% |
$19.1K - $22.3K
|
12.1K
$420K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
600+ 8.85% |
$18.5K - $21.6K
|
7.38K
$257K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
543+ 1.16% |
$16.8K - $19.5K
|
47.2K
$1.64M
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
514+ 6.08% |
$15.9K - $18.5K
|
8.97K
$312K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
461New |
$14.2K - $16.6K
|
461
$16K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
329+ 0.28% |
$10.2K - $11.8K
|
117K
$4.05M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
299New |
$9.23K - $10.8K
|
299
$10.4K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
245+ 5.09% |
$7.57K - $8.81K
|
5.06K
$176K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$6.18K - $7.19K
|
200
$6.96K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
197+ 10.77% |
$6.08K - $7.08K
|
2.03K
$70.5K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
170+ 4.62% |
$5.25K - $6.11K
|
3.85K
$134K
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.46% |
$1.98K - $2.3K
|
14.1K
$490K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.8% |
$1.54K - $1.8K
|
2.83K
$98.5K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21+ 1.88% |
$648 - $755
|
1.14K
$39.6K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4Closed |
$124 - $144
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-20Closed |
$618 - $719
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-53Closed |
$1.64K - $1.91K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-181Closed |
$5.59K - $6.51K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-365- 9.9% |
$11.3K - $13.1K
|
3.32K
$116K
|