Purchases and Sales Made in Q2 2023 in Ishares Currency Hedged Msci E (HEFA)

HEFA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 2023. 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 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
10.5K
New
$307K - $325K
10.5K $364K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
9.88K
New
$290K - $307K
9.88K $344K
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
9.88K
New
$290K - $307K
9.88K $344K
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
9.63K
New
$282K - $299K
9.63K $335K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
8.68K
+ 5.91%
$254K - $270K
156K $5.41M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
8.65K
+ 15.1%
$254K - $269K
65.9K $2.29M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
8.54K
+ 14.35%
$250K - $265K
68K $2.37M
Jul 28, 2023 Q2 2023
Alaska Permanent Capital Management

BUY
 -
8.53K
New
$250K - $265K
8.53K $297K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
8.18K
+ 2.05%
$240K - $254K
407K $14.2M
Aug 09, 2023 Q2 2023
Geller Advisors LLC

New York, NY
BUY
 -
8.06K
+ 37.79%
$236K - $250K
29.4K $1.02M
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
7.79K
+ 57.97%
$228K - $242K
21.2K $738K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
7.57K
+ 103.23%
$222K - $235K
14.9K $519K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
7.32K
+ 54.96%
$215K - $228K
20.6K $718K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
7.3K
New
$214K - $227K
7.3K $254K
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

BUY
 -
7K
New
$205K - $218K
7K $243K
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
6.96K
+ 5.18%
$204K - $216K
141K $4.91M
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
6.94K
New
$204K - $216K
6.94K $241K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
6.63K
+ 206.8%
$194K - $206K
9.84K $342K
Jul 10, 2023 Q2 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
6.35K
+ 11.76%
$186K - $197K
60.4K $2.1M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
5.43K
+ 3.11%
$159K - $169K
180K $6.27M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
5.37K
+ 19.64%
$157K - $167K
32.7K $1.14M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
4.76K
+ 11.38%
$139K - $148K
46.6K $1.62M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
4.75K
+ 6.95%
$139K - $148K
73.2K $2.54M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.51K
+ 1.11%
$132K - $140K
411K $14.3M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.12K
+ 10.91%
$121K - $128K
41.9K $1.46M
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
3.84K
+ 7.8%
$113K - $119K
53.1K $1.85M
Aug 14, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
3.65K
+ 21.3%
$107K - $113K
20.8K $723K
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
3.33K
+ 1.86%
$97.6K - $103K
182K $6.34M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
2.89K
+ 0.55%
$84.8K - $89.9K
529K $18.4M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
2.83K
+ 6.21%
$82.8K - $87.8K
48.3K $1.68M
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
1.99K
+ 1.41%
$58.3K - $61.8K
143K $4.99M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.87K
+ 4.24%
$54.9K - $58.2K
46K $1.6M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
1.67K
+ 4.96%
$48.8K - $51.8K
35.3K $1.23M
Jul 24, 2023 Q2 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
1.63K
+ 0.23%
$47.6K - $50.5K
706K $24.5M
Aug 01, 2023 Q2 2023
Empirical Asset Management, LLC

BUY
 -
1.35K
+ 3.84%
$39.6K - $42K
36.5K $1.27M
Jul 24, 2023 Q2 2023
Exchange Capital Management, Inc.

BUY
 -
1.23K
+ 0.45%
$36K - $38.2K
272K $9.45M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
1.17K
New
$34.4K - $36.5K
1.17K $40.8K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.15K
New
$33.8K - $35.8K
1.15K $40.1K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
1.11K
New
$32.4K - $34.3K
1.11K $38.4K
Aug 07, 2023 Q2 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
1.01K
+ 1.73%
$29.6K - $31.4K
59.3K $2.06M
Jul 25, 2023 Q2 2023
Roman Butler Fullerton & CO

BUY
 -
929
+ 5.33%
$27.2K - $28.9K
18.4K $639K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
745
+ 10.49%
$21.8K - $23.2K
7.85K $273K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
590
+ 4.06%
$17.3K - $18.3K
15.1K $526K
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
555
+ 3.14%
$16.3K - $17.2K
18.3K $635K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
538
+ 7.32%
$15.8K - $16.7K
7.89K $274K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
518
+ 67.36%
$15.2K - $16.1K
1.29K $44.8K
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
404
+ 0.9%
$11.8K - $12.6K
45.3K $1.57M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
276
New
$8.09K - $8.58K
276 $9.6K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
258
New
$7.56K - $8.02K
258 $8.97K

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