Purchases and Sales Made in Q1 2023 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2023. 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 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$508K - $548K
|
18.5K
$643K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17.4KNew |
$479K - $517K
|
17.4K
$606K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.2K+ 10.94% |
$473K - $511K
|
175K
$6.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.2KNew |
$473K - $510K
|
17.2K
$599K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.3K+ 76.12% |
$449K - $484K
|
37.8K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.4K+ 34.86% |
$422K - $456K
|
59.5K
$2.07M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.4K+ 28.99% |
$422K - $456K
|
68.4K
$2.38M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
14.9K+ 34.46% |
$411K - $443K
|
58.3K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.4KNew |
$369K - $398K
|
13.4K
$467K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
12K+ 21.25% |
$330K - $357K
|
68.6K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.5K+ 61.79% |
$316K - $341K
|
30.1K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.8K+ 1.76% |
$296K - $320K
|
622K
$21.6M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.43K+ 24.1% |
$259K - $280K
|
48.6K
$1.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.14K+ 26.13% |
$251K - $271K
|
44.1K
$1.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.12KNew |
$250K - $270K
|
9.12K
$317K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
9.03KNew |
$248K - $268K
|
9.03K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.95K+ 85.65% |
$246K - $265K
|
19.4K
$675K
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
8.55K+ 3.46% |
$235K - $254K
|
256K
$8.9M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.35KNew |
$202K - $218K
|
7.35K
$256K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.34KNew |
$202K - $218K
|
7.34K
$255K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.01KNew |
$193K - $208K
|
7.01K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.37K+ 14.93% |
$120K - $129K
|
33.6K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.48K+ 3.22% |
$95.5K - $103K
|
111K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
3.38K+ 8.15% |
$92.8K - $100K
|
44.9K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.13K+ 1.17% |
$86K - $92.9K
|
270K
$9.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 5.64% |
$84.6K - $91.4K
|
57.7K
$2.01M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.79K+ 0.39% |
$76.6K - $82.6K
|
717K
$24.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.45KNew |
$67.4K - $72.7K
|
2.45K
$85.3K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.16K+ 13.43% |
$59.3K - $64K
|
18.2K
$634K
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.89K+ 12.4% |
$51.9K - $56K
|
17.1K
$596K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.73K+ 7.65% |
$47.6K - $51.4K
|
24.4K
$848K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.56KNew |
$42.7K - $46.1K
|
1.56K
$54.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.53KNew |
$42K - $45.4K
|
1.53K
$53.2K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46KNew |
$40.1K - $43.3K
|
1.46K
$50.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.35K+ 10.26% |
$37.2K - $40.1K
|
14.5K
$506K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.23K+ 3.69% |
$33.8K - $36.5K
|
34.6K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.23K+ 3.8% |
$33.8K - $36.4K
|
33.6K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
943+ 7.62% |
$25.9K - $28K
|
13.3K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
928+ 224.7% |
$25.5K - $27.5K
|
1.34K
$46.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
903+ 1.96% |
$24.8K - $26.8K
|
47K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
722+ 3.5% |
$19.8K - $21.4K
|
21.3K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
686+ 16.7% |
$18.8K - $20.3K
|
4.79K
$167K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
676+ 7.18% |
$18.6K - $20K
|
10.1K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
612+ 6.67% |
$16.8K - $18.1K
|
9.79K
$341K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
414+ 1.46% |
$11.4K - $12.3K
|
28.7K
$999K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
248+ 8.38% |
$6.81K - $7.35K
|
3.21K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
240New |
$6.59K - $7.12K
|
240
$8.35K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
236+ 1.02% |
$6.48K - $7K
|
23.5K
$816K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
230+ 0.41% |
$6.32K - $6.82K
|
56K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
195+ 0.2% |
$5.36K - $5.78K
|
99.5K
$3.46M
|