Purchases and Sales Made in Q2 2019 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 2019. 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2019
Q2 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
807+ 4.57% |
$23K - $24.2K
|
18.4K
$642K
|
|
Jul 30, 2019
Q2 2019
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
671+ 1.52% |
$19.1K - $20.1K
|
44.9K
$1.56M
|
|
Aug 01, 2019
Q2 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
620+ 4.66% |
$17.7K - $18.6K
|
13.9K
$484K
|
|
Jul 30, 2019
Q2 2019
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
346+ 2.83% |
$9.85K - $10.4K
|
12.6K
$437K
|
|
Aug 07, 2019
Q2 2019
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
309+ 792.31% |
$8.8K - $9.26K
|
348
$12.1K
|
|
Jul 18, 2019
Q2 2019
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
271New |
$7.72K - $8.12K
|
271
$9.43K
|
|
Aug 08, 2019
Q2 2019
|
Cornerstone Advisory, LLC
|
BUY
|
- |
220+ 0.38% |
$6.26K - $6.59K
|
58.6K
$2.04M
|
|
Aug 13, 2019
Q2 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
197New |
$5.61K - $5.9K
|
197
$6.85K
|
|
Jul 30, 2019
Q2 2019
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
171+ 97.71% |
$4.87K - $5.12K
|
346
$12K
|
|
Jul 17, 2019
Q2 2019
|
Covenant Asset Management, LLC
|
BUY
|
- |
100+ 0.7% |
$2.85K - $3K
|
14.4K
$500K
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
BUY
|
- |
88+ 0.79% |
$2.51K - $2.64K
|
11.2K
$390K
|
|
Aug 30, 2024
Q2 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
70+ 4.7% |
$1.99K - $2.1K
|
1.56K
$54.3K
|
|
Jul 23, 2019
Q2 2019
|
Global Trust Asset Management, LLC
|
BUY
|
- |
46+ 2.66% |
$1.31K - $1.38K
|
1.78K
$61.7K
|
|
Aug 13, 2019
Q2 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
31+ 0.33% |
$883 - $929
|
9.43K
$328K
|
|
Jul 11, 2019
Q2 2019
|
Webster Bank, N. A.
|
SELL
|
- |
-32- 4.69% |
$911 - $959
|
650
$22.6K
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-63Closed |
$1.79K - $1.89K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-74- 3.19% |
$2.11K - $2.22K
|
2.25K
$78.2K
|
|
Aug 14, 2019
Q2 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-79- 0.58% |
$2.25K - $2.37K
|
13.5K
$469K
|
|
Aug 12, 2019
Q2 2019
|
Ckw Financial Group
|
SELL
|
- |
-97- 0.12% |
$2.76K - $2.91K
|
81.8K
$2.85M
|
|
Aug 14, 2019
Q2 2019
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-150- 2.01% |
$4.27K - $4.49K
|
7.31K
$254K
|
|
Aug 08, 2019
Q2 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-151Closed |
$4.3K - $4.52K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-190Closed |
$5.41K - $5.69K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-231- 0.67% |
$6.58K - $6.92K
|
34.3K
$1.19M
|
|
Nov 19, 2019
Q2 2019
|
Global Retirement Partners, LLC
|
SELL
|
- |
-307- 6.26% |
$8.74K - $9.2K
|
4.6K
$160K
|
|
Aug 15, 2019
Q2 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-318- 18.97% |
$9.05K - $9.53K
|
1.36K
$47.2K
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-390Closed |
$11.1K - $11.7K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-411Closed |
$11.7K - $12.3K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-479- 55.31% |
$13.6K - $14.4K
|
387
$13.5K
|
|
Jul 10, 2019
Q2 2019
|
Arlington Partners LLC
|
SELL
|
- |
-500- 12.34% |
$14.2K - $15K
|
3.55K
$124K
|
|
Aug 13, 2019
Q2 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-500- 3.63% |
$14.2K - $15K
|
13.3K
$461K
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-791- 62.23% |
$22.5K - $23.7K
|
480
$16.7K
|
|
Aug 08, 2019
Q2 2019
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-870- 0.11% |
$24.8K - $26.1K
|
767K
$26.7M
|
|
Aug 05, 2019
Q2 2019
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-923- 6.67% |
$26.3K - $27.7K
|
12.9K
$449K
|
|
Aug 14, 2019
Q2 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.04KClosed |
$29.6K - $31.1K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.06K- 94.64% |
$30.2K - $31.8K
|
60
$2.09K
|
|
Aug 12, 2019
Q2 2019
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 9.48% |
$34.2K - $36K
|
11.5K
$398K
|
|
Aug 13, 2019
Q2 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 10.31% |
$38K - $40K
|
11.6K
$403K
|
|
Aug 06, 2019
Q2 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.43K- 2.09% |
$40.6K - $42.7K
|
66.8K
$2.32M
|
|
Aug 14, 2019
Q2 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.69K- 3.51% |
$48.1K - $50.6K
|
46.4K
$1.61M
|
|
Jul 31, 2019
Q2 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.73K- 11.26% |
$49.3K - $51.8K
|
13.6K
$474K
|
|
Jul 24, 2019
Q2 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.79K- 3.67% |
$51K - $53.6K
|
47.1K
$1.64M
|
|
Aug 12, 2019
Q2 2019
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.94K- 11.6% |
$55.1K - $58K
|
14.8K
$513K
|
|
Aug 05, 2019
Q2 2019
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.03K- 6.42% |
$57.7K - $60.7K
|
29.5K
$1.03M
|
|
Aug 14, 2019
Q2 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.05K- 8.33% |
$58.2K - $61.3K
|
22.5K
$783K
|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.07K- 12.34% |
$58.8K - $61.9K
|
14.7K
$511K
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-2.13KClosed |
$60.7K - $63.8K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 17.44% |
$72.3K - $76.1K
|
12K
$418K
|
|
Jul 31, 2019
Q2 2019
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.84K- 14.3% |
$80.7K - $84.9K
|
17K
$591K
|
|
Aug 07, 2019
Q2 2019
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.23K- 11.1% |
$91.9K - $96.7K
|
25.9K
$899K
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.28K- 24.67% |
$93.2K - $98.1K
|
10K
$348K
|