Purchases and Sales Made in Q2 2022 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 2022. 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 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 0.85% |
$3.1K - $3.46K
|
11.9K
$415K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
81New |
$2.51K - $2.8K
|
81
$2.82K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
64+ 0.21% |
$1.99K - $2.21K
|
31.1K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
63New |
$1.96K - $2.18K
|
63
$2.19K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
34+ 0.92% |
$1.06K - $1.18K
|
3.71K
$129K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 1.17% |
$1.02K - $1.14K
|
2.86K
$99.6K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
29New |
$900 - $1K
|
29
$1.01K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1- 0.03% |
$31 - $34.6
|
3.19K
$111K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-50Closed |
$1.55K - $1.73K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-132- 1.79% |
$4.1K - $4.57K
|
7.25K
$252K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-197- 12.6% |
$6.11K - $6.81K
|
1.37K
$47.5K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200Closed |
$6.21K - $6.92K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-206- 0.27% |
$6.39K - $7.13K
|
76.6K
$2.66M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-269- 3.9% |
$8.35K - $9.3K
|
6.62K
$230K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-299Closed |
$9.28K - $10.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-304- 4.23% |
$9.44K - $10.5K
|
6.88K
$239K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-315- 2.62% |
$9.78K - $10.9K
|
11.7K
$408K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-315- 2.62% |
$9.78K - $10.9K
|
11.7K
$408K
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-354- 1.08% |
$11K - $12.2K
|
32.5K
$1.13M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-362Closed |
$11.2K - $12.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-422- 1.08% |
$13.1K - $14.6K
|
38.7K
$1.35M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-461Closed |
$14.3K - $15.9K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-464- 22.89% |
$14.4K - $16K
|
1.56K
$54.4K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-474- 3.92% |
$14.7K - $16.4K
|
11.6K
$404K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-600- 6.86% |
$18.6K - $20.8K
|
8.15K
$283K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-664- 0.71% |
$20.6K - $23K
|
92.4K
$3.21M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-664- 2.66% |
$20.6K - $23K
|
24.3K
$847K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-694- 1.91% |
$21.5K - $24K
|
35.7K
$1.24M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-730- 46.26% |
$22.7K - $25.3K
|
848
$29.5K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-782- 0.36% |
$24.3K - $27K
|
216K
$7.52M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-887- 0.35% |
$27.5K - $30.7K
|
255K
$8.86M
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-943- 9.89% |
$29.3K - $32.6K
|
8.59K
$299K
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-985- 2.47% |
$30.6K - $34.1K
|
38.9K
$1.35M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.13K- 12.15% |
$35.1K - $39.1K
|
8.17K
$284K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.29K- 93.62% |
$40.1K - $44.7K
|
88
$3.06K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.36K- 3.75% |
$42.1K - $46.9K
|
34.8K
$1.21M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.41K- 15.69% |
$43.7K - $48.7K
|
7.56K
$263K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.47K- 6.68% |
$45.6K - $50.8K
|
20.5K
$714K
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.68K- 10.33% |
$52.1K - $58.1K
|
14.6K
$507K
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 1.91% |
$52.5K - $58.5K
|
86.6K
$3.01M
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-1.84K- 2.01% |
$57.2K - $63.7K
|
90.1K
$3.13M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.85K- 6.96% |
$57.5K - $64.1K
|
24.8K
$862K
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.89K- 10.02% |
$58.7K - $65.4K
|
17K
$591K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.07K- 12.08% |
$64.3K - $71.7K
|
15.1K
$525K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 16.58% |
$72.4K - $80.7K
|
11.7K
$408K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-2.34K- 17.54% |
$72.7K - $81K
|
11K
$383K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-2.51K- 1.14% |
$77.9K - $86.9K
|
217K
$7.56M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.35K- 15.54% |
$104K - $116K
|
18.2K
$632K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.53K- 1.01% |
$109K - $122K
|
346K
$12M
|