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 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$2.75K - $2.97K
|
100
$3.48K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.75K - $2.97K
|
100
$3.48K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
58+ 0.27% |
$1.59K - $1.72K
|
21.5K
$748K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
32+ 3200.0% |
$879 - $949
|
33
$1.15K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 0.04% |
$220 - $237
|
21K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-32- 96.97% |
$879 - $949
|
1
$34.8
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-203- 42.92% |
$5.58K - $6.02K
|
270
$9.39K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-215- 60.06% |
$5.91K - $6.37K
|
143
$4.97K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-225- 5.29% |
$6.18K - $6.67K
|
4.03K
$140K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-250- 2.42% |
$6.87K - $7.41K
|
10.1K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-342- 17.13% |
$9.39K - $10.1K
|
1.65K
$57.5K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-365- 3.5% |
$10K - $10.8K
|
10.1K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-424- 4.97% |
$11.6K - $12.6K
|
8.1K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-510- 3.02% |
$14K - $15.1K
|
16.4K
$569K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-628- 0.56% |
$17.3K - $18.6K
|
111K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-750- 0.42% |
$20.6K - $22.2K
|
179K
$6.21M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-789- 8.06% |
$21.7K - $23.4K
|
9K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-791- 4.26% |
$21.7K - $23.5K
|
17.8K
$618K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-941- 7.57% |
$25.8K - $27.9K
|
11.5K
$400K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-979- 5.4% |
$26.9K - $29K
|
17.2K
$597K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-980- 3.32% |
$26.9K - $29.1K
|
28.5K
$992K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.05K- 4.35% |
$28.8K - $31.1K
|
23.1K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.33K- 15.75% |
$36.5K - $39.3K
|
7.1K
$247K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 11.77% |
$38K - $41K
|
10.4K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.42K- 2.38% |
$39.1K - $42.2K
|
58.5K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.5K- 14.29% |
$41.2K - $44.5K
|
9K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.75K- 8.23% |
$48K - $51.8K
|
19.5K
$677K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.06K- 2.82% |
$56.6K - $61.1K
|
71K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.81K- 27.91% |
$77.2K - $83.3K
|
7.26K
$252K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.93K- 26.26% |
$80.4K - $86.8K
|
8.22K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.02K- 3.7% |
$82.9K - $89.5K
|
78.5K
$2.73M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.04K- 8.91% |
$83.4K - $90K
|
31.1K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 4.8% |
$93.4K - $101K
|
67.4K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 18.55% |
$94.5K - $102K
|
15.1K
$525K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.31K- 5.11% |
$118K - $128K
|
80.1K
$2.79M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.31K- 5.11% |
$118K - $128K
|
80.1K
$2.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.43K- 15.73% |
$122K - $131K
|
23.7K
$825K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.68K- 3.37% |
$129K - $139K
|
134K
$4.67M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.05K- 17.45% |
$166K - $180K
|
28.6K
$996K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.73K- 4.54% |
$185K - $200K
|
141K
$4.92M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.42K- 29.53% |
$204K - $220K
|
17.7K
$616K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.15K- 24.7% |
$224K - $242K
|
24.8K
$864K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.85K- 26.27% |
$243K - $262K
|
24.8K
$864K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.4K- 69.7% |
$286K - $309K
|
4.53K
$157K
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-10.5K- 4.8% |
$289K - $312K
|
209K
$7.25M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.3K- 1.47% |
$310K - $335K
|
755K
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 2.71% |
$333K - $359K
|
436K
$15.2M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.8K- 11.48% |
$351K - $379K
|
98.6K
$3.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13K- 94.42% |
$358K - $386K
|
769
$26.7K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.1K- 78.53% |
$361K - $389K
|
3.59K
$125K
|