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 |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$37.4K - $39.6K
|
1.13K
$39.3K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$34.8K - $36.8K
|
1.05K
$36.6K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.05KNew |
$34.5K - $36.6K
|
1.05K
$36.3K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
940New |
$31.1K - $32.9K
|
940
$32.7K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
800+ 410.26% |
$26.4K - $28K
|
995
$34.6K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
717New |
$23.7K - $25.1K
|
717
$24.9K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
500New |
$16.5K - $17.5K
|
500
$17.4K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
464+ 33.97% |
$15.3K - $16.2K
|
1.83K
$63.6K
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
351New |
$11.6K - $12.3K
|
351
$12.2K
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
323+ 3.13% |
$10.7K - $11.3K
|
10.6K
$370K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
244+ 59.22% |
$8.06K - $8.54K
|
656
$22.8K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
216New |
$7.14K - $7.56K
|
216
$7.51K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
106New |
$3.5K - $3.71K
|
106
$3.69K
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
103+ 0.26% |
$3.4K - $3.61K
|
39.2K
$1.36M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59+ 0.53% |
$1.95K - $2.07K
|
11.2K
$388K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$33.1 - $35
|
11.8K
$412K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 1.16% |
$364 - $385
|
939
$32.7K
|
|
Aug 09, 2021
Q2 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-43Closed |
$1.42K - $1.51K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44- 0.64% |
$1.45K - $1.54K
|
6.85K
$238K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-47Closed |
$1.55K - $1.65K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-83- 11.43% |
$2.74K - $2.91K
|
643
$22.4K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-102Closed |
$3.37K - $3.57K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-120- 1.08% |
$3.97K - $4.2K
|
11K
$381K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-140- 6.11% |
$4.63K - $4.9K
|
2.15K
$74.8K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-143- 0.09% |
$4.73K - $5.01K
|
157K
$5.47M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-175Closed |
$5.78K - $6.13K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-198- 32.41% |
$6.54K - $6.93K
|
413
$14.4K
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-210- 0.28% |
$6.94K - $7.35K
|
74.1K
$2.58M
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-250Closed |
$8.26K - $8.76K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-253- 0.56% |
$8.36K - $8.86K
|
45.1K
$1.57M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-280- 1.27% |
$9.25K - $9.81K
|
21.9K
$760K
|
|
Aug 05, 2021
Q2 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-283- 0.92% |
$9.35K - $9.91K
|
30.6K
$1.07M
|
|
Jul 14, 2021
Q2 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-446- 1.54% |
$14.7K - $15.6K
|
28.4K
$989K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-514- 3.05% |
$17K - $18K
|
16.3K
$567K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-550- 2.0% |
$18.2K - $19.3K
|
26.9K
$936K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-589- 40.29% |
$19.5K - $20.6K
|
873
$30.4K
|
|
Mar 11, 2024
Q2 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-780- 0.34% |
$25.8K - $27.3K
|
231K
$8.04M
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-877- 8.83% |
$29K - $30.7K
|
9.06K
$315K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.01KClosed |
$33.4K - $35.4K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.1K- 1.06% |
$36.2K - $38.4K
|
102K
$3.56M
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.19K- 9.27% |
$39.4K - $41.8K
|
11.7K
$406K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.37KClosed |
$45.2K - $47.9K
|
0
$0
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.57K- 11.35% |
$51.8K - $54.9K
|
12.2K
$426K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.57K- 11.35% |
$51.8K - $54.9K
|
12.2K
$426K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.69K- 5.62% |
$56K - $59.3K
|
28.4K
$989K
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 7.48% |
$60.4K - $64K
|
22.6K
$786K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.88KClosed |
$62.2K - $65.9K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-2K- 2.06% |
$66.1K - $70K
|
95K
$3.31M
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.03K- 36.09% |
$67.2K - $71.2K
|
3.6K
$125K
|
|
Jul 29, 2021
Q2 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.1K- 1.78% |
$69.4K - $73.6K
|
116K
$4.02M
|