Purchases and Sales Made in Q2 2021 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.08MNew |
$35.7M - $37.8M
|
1.08M
$37.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.06M+ 20.11% |
$35.1M - $37.2M
|
6.34M
$221M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
877K+ 35.04% |
$29M - $30.7M
|
3.38M
$118M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
867K+ 17.78% |
$28.6M - $30.3M
|
5.74M
$200M
|
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
420KNew |
$13.9M - $14.7M
|
420K
$14.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
136KNew |
$4.51M - $4.78M
|
136K
$4.75M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 14.27% |
$4.11M - $4.36M
|
997K
$34.7M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
101K+ 46.34% |
$3.33M - $3.53M
|
318K
$11.1M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
85.2K+ 43.22% |
$2.81M - $2.98M
|
282K
$9.82M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
74.5K+ 6.34% |
$2.46M - $2.61M
|
1.25M
$43.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.5K+ 128.46% |
$2.3M - $2.43M
|
124K
$4.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
53KNew |
$1.75M - $1.86M
|
53K
$1.84M
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
49.3K+ 20.39% |
$1.63M - $1.73M
|
291K
$10.1M
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
47.4K+ 6.01% |
$1.57M - $1.66M
|
836K
$29.1M
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
47.4K+ 6.01% |
$1.57M - $1.66M
|
836K
$29.1M
|
|
|
Jul 14, 2021
Q2 2021
|
Verde Capital Management
|
BUY
|
- |
45.9K+ 29.01% |
$1.52M - $1.61M
|
204K
$7.09M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
40.3K+ 22.24% |
$1.33M - $1.41M
|
222K
$7.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 4.31% |
$1.18M - $1.25M
|
865K
$30.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
31.2K+ 172.7% |
$1.03M - $1.09M
|
49.3K
$1.72M
|
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
24.4K+ 7.47% |
$808K - $856K
|
352K
$12.2M
|
|
|
Aug 02, 2021
Q2 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
23.6K+ 52.03% |
$780K - $827K
|
69K
$2.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21.8K+ 2.6% |
$720K - $762K
|
861K
$29.9M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
20K+ 47.97% |
$662K - $701K
|
61.8K
$2.15M
|
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
19.9KNew |
$658K - $697K
|
19.9K
$692K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.7KNew |
$420K - $445K
|
12.7K
$442K
|
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
12.1KNew |
$399K - $423K
|
12.1K
$420K
|
|
|
Aug 16, 2021
Q2 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
11.4KNew |
$378K - $400K
|
11.4K
$397K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$375K - $398K
|
11.4K
$395K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.06K+ 246.15% |
$299K - $317K
|
12.7K
$443K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
9.02KNew |
$298K - $316K
|
9.02K
$314K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
8.12K+ 2.51% |
$268K - $284K
|
331K
$11.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
7.86K+ 18.24% |
$260K - $275K
|
51K
$1.77M
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.29KNew |
$241K - $255K
|
7.29K
$254K
|
|
|
Aug 10, 2021
Q2 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
7.18K+ 9.77% |
$237K - $251K
|
80.6K
$2.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.41K+ 50.11% |
$212K - $225K
|
19.2K
$668K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.18KNew |
$204K - $216K
|
6.18K
$215K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.02KNew |
$199K - $211K
|
6.02K
$209K
|
|
|
Jul 19, 2021
Q2 2021
|
Renasant Bank
|
BUY
|
- |
5.86KNew |
$194K - $205K
|
5.86K
$204K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.8K+ 5.02% |
$159K - $168K
|
100K
$3.49M
|
|
|
Aug 10, 2021
Q2 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.56K+ 0.87% |
$151K - $160K
|
528K
$18.4M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4.51K+ 113.19% |
$149K - $158K
|
8.5K
$296K
|
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.47K+ 48.7% |
$148K - $156K
|
13.6K
$474K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.98K+ 9.59% |
$98.6K - $104K
|
34.1K
$1.19M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.75K+ 19.43% |
$91K - $96.4K
|
16.9K
$588K
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.33K+ 15.12% |
$77.1K - $81.7K
|
17.8K
$618K
|
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.16K+ 1.79% |
$71.2K - $75.5K
|
123K
$4.27M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.98K+ 70.36% |
$65.4K - $69.3K
|
4.79K
$167K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 3.75% |
$48.4K - $51.3K
|
40.6K
$1.41M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.37K+ 0.51% |
$45.2K - $47.9K
|
270K
$9.4M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.34K+ 14.54% |
$44.2K - $46.8K
|
10.5K
$366K
|