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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 3.91% |
$446K - $482K
|
399K
$13.9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-17.8K- 16.55% |
$488K - $527K
|
89.6K
$3.11M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-19.1K- 5.71% |
$525K - $566K
|
316K
$11M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-19.5K- 39.82% |
$536K - $579K
|
29.5K
$1.03M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-22.3K- 10.5% |
$613K - $662K
|
190K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-24K- 47.32% |
$659K - $711K
|
26.7K
$929K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-25.2K- 42.7% |
$691K - $746K
|
33.8K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-30.5K- 21.55% |
$837K - $904K
|
111K
$3.86M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-30.6K- 54.03% |
$840K - $907K
|
26K
$905K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41.1K- 17.38% |
$1.13M - $1.22M
|
195K
$6.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-44.4K- 76.85% |
$1.22M - $1.32M
|
13.4K
$465K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-63.4K- 13.68% |
$1.74M - $1.88M
|
400K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-83.9K- 84.79% |
$2.31M - $2.49M
|
15.1K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-92.2K- 12.28% |
$2.53M - $2.73M
|
659K
$22.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-142K- 52.5% |
$3.9M - $4.21M
|
128K
$4.46M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-189K- 10.95% |
$5.2M - $5.62M
|
1.54M
$53.6M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-197K- 98.6% |
$5.42M - $5.85M
|
2.8K
$97.5K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-282K- 25.81% |
$7.75M - $8.37M
|
811K
$28.2M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-340K- 65.49% |
$9.34M - $10.1M
|
179K
$6.23M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-369K- 28.89% |
$10.1M - $10.9M
|
908K
$31.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-382K- 99.78% |
$10.5M - $11.3M
|
848
$29.5K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-424K- 50.81% |
$11.6M - $12.6M
|
410K
$14.3M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-482K- 4.58% |
$13.2M - $14.3M
|
10M
$349M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-614K- 33.09% |
$16.9M - $18.2M
|
1.24M
$43.2M
|