Purchases and Sales Made in Q2 2020 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 2020. 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 13, 2020
Q2 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.01% |
$23.2 - $28.7
|
11.1K
$403K
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-42Closed |
$974 - $1.21K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-45- 0.47% |
$1.04K - $1.29K
|
9.53K
$347K
|
|
|
Aug 14, 2020
Q2 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-72Closed |
$1.67K - $2.07K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-167- 1.09% |
$3.87K - $4.8K
|
15.2K
$553K
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-253- 2.37% |
$5.87K - $7.27K
|
10.4K
$379K
|
|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-267Closed |
$6.19K - $7.67K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-323- 35.03% |
$7.49K - $9.28K
|
599
$21.8K
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-413- 4.39% |
$9.58K - $11.9K
|
8.99K
$327K
|
|
|
Jul 15, 2020
Q2 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-421Closed |
$9.77K - $12.1K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-584- 52.95% |
$13.5K - $16.8K
|
519
$18.9K
|
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-600- 3.2% |
$13.9K - $17.2K
|
18.1K
$661K
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-601Closed |
$13.9K - $17.3K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-617- 2.0% |
$14.3K - $17.7K
|
30.2K
$1.1M
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-728- 41.79% |
$16.9K - $20.9K
|
1.01K
$36.9K
|
|
|
Aug 13, 2020
Q2 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-823Closed |
$19.1K - $23.7K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-850Closed |
$19.7K - $24.4K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Verity Wealth Advisors
|
SELL
|
- |
-1.17K- 0.93% |
$27.2K - $33.7K
|
125K
$4.54M
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 3.88% |
$32.1K - $39.7K
|
34.3K
$1.25M
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.4K- 96.75% |
$32.5K - $40.2K
|
47
$1.71K
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.6K- 1.27% |
$37K - $45.8K
|
124K
$4.53M
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.79K- 12.33% |
$41.6K - $51.5K
|
12.7K
$464K
|
|
|
Aug 11, 2020
Q2 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 15.36% |
$42.9K - $53.2K
|
10.2K
$371K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.92KClosed |
$44.4K - $55K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.09K- 8.01% |
$48.5K - $60.1K
|
24K
$874K
|
|
|
Aug 17, 2020
Q2 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.32K- 10.96% |
$53.8K - $66.6K
|
18.8K
$686K
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.38K- 16.68% |
$55.2K - $68.3K
|
11.9K
$432K
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.47K- 22.35% |
$57.2K - $70.8K
|
8.57K
$312K
|
|
|
Aug 14, 2020
Q2 2020
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 3.9% |
$59.1K - $73.3K
|
62.8K
$2.29M
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.82K- 98.67% |
$65.5K - $81.1K
|
38
$1.38K
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.31K- 18.7% |
$76.8K - $95.2K
|
14.4K
$524K
|
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.62K- 26.5% |
$83.9K - $104K
|
10K
$365K
|
|
|
Aug 04, 2020
Q2 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.13K- 1.54% |
$95.7K - $119K
|
263K
$9.58M
|
|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 32.82% |
$114K - $142K
|
10.1K
$367K
|
|
|
Aug 14, 2020
Q2 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.49K- 13.94% |
$127K - $158K
|
33.9K
$1.23M
|
|
|
Mar 11, 2024
Q2 2020
|
Nepc LLC
Boston, MA |
SELL
|
- |
-5.75K- 2.51% |
$133K - $165K
|
223K
$8.11M
|
|
|
Aug 14, 2020
Q2 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-5.84K- 0.39% |
$135K - $168K
|
1.48M
$54M
|
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.27K- 33.53% |
$146K - $180K
|
12.4K
$453K
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.31K- 19.58% |
$146K - $181K
|
25.9K
$943K
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.64K- 3.41% |
$154K - $191K
|
188K
$6.84M
|
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.74K- 3.78% |
$156K - $194K
|
171K
$6.24M
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.64K- 45.34% |
$177K - $220K
|
9.21K
$335K
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.89K- 18.96% |
$183K - $227K
|
33.7K
$1.23M
|
|
|
Oct 20, 2020
Q2 2020
|
Schwab Charitable Fund
|
SELL
|
- |
-8.86KClosed |
$206K - $255K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-9.17K- 20.41% |
$213K - $263K
|
35.7K
$1.3M
|
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.24K- 40.35% |
$214K - $266K
|
13.7K
$497K
|
|
|
Aug 14, 2020
Q2 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-9.75K- 41.13% |
$226K - $280K
|
14K
$508K
|
|
|
Aug 13, 2020
Q2 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.81KClosed |
$228K - $282K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.2KClosed |
$236K - $292K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10.6KClosed |
$245K - $304K
|
0
$0
|