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
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
248
+ 0.8%
$7.27K - $7.71K
31.3K $1.09M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
188
New
$5.51K - $5.84K
188 $6.54K
Jul 17, 2023 Q2 2023
Centennial Wealth Advisory LLC

BUY
 -
158
+ 2.25%
$4.63K - $4.91K
7.17K $249K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
132
+ 1.87%
$3.87K - $4.1K
7.19K $250K
Dec 20, 2023 Q2 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
100
New
$2.93K - $3.11K
100 $3.48K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
100
+ 100.0%
$2.93K - $3.11K
200 $6.96K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
69
+ 48.25%
$2.02K - $2.14K
212 $7.37K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
67
+ 1.45%
$1.96K - $2.08K
4.68K $163K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
22
New
$645 - $684
22 $765
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-28
- 10.37%
$821 - $870
242 $8.42K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-76
- 4.59%
$2.23K - $2.36K
1.58K $54.9K
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
SELL
 -
-96
- 2.0%
$2.81K - $2.98K
4.7K $163K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-111
- 97.37%
$3.25K - $3.45K
3 $104
Jul 11, 2023 Q2 2023
Cypress Financial Planning LLC

SELL
 -
-173
- 1.45%
$5.07K - $5.38K
11.8K $409K
Jul 26, 2023 Q2 2023
Summit Investment Advisory Services, LLC

Roseville, MN
SELL
 -
-234
- 0.82%
$6.86K - $7.27K
28.3K $984K
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

SELL
 -
-247
- 1.18%
$7.24K - $7.68K
20.7K $721K
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-251
- 16.41%
$7.36K - $7.8K
1.28K $44.5K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-280
- 59.83%
$8.21K - $8.7K
188 $6.54K
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

SELL
 -
-290
- 1.92%
$8.5K - $9.01K
14.8K $515K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

SELL
 -
-300
- 1.65%
$8.8K - $9.32K
17.9K $624K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-442
- 18.03%
$13K - $13.7K
2.01K $69.9K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-509
- 2.61%
$14.9K - $15.8K
19K $660K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-537
- 1.55%
$15.7K - $16.7K
34.1K $1.18M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-612
- 6.25%
$17.9K - $19K
9.18K $319K
Aug 04, 2023 Q2 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-670
- 16.62%
$19.6K - $20.8K
3.36K $117K
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

SELL
 -
-760
- 8.42%
$22.3K - $23.6K
8.27K $288K
Aug 01, 2023 Q2 2023
Financial Advisors, LLC

Andover, MA
SELL
 -
-926
- 1.18%
$27.2K - $28.8K
77.5K $2.7M
Jul 06, 2023 Q2 2023
First Hawaiian Bank

SELL
 -
-955
- 3.67%
$28K - $29.7K
25.1K $872K
Jul 24, 2023 Q2 2023
Whittier Trust CO

SELL
 -
-965
- 7.19%
$28.3K - $30K
12.5K $433K
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-1.06K
- 3.14%
$30.9K - $32.8K
32.6K $1.13M
Aug 08, 2023 Q2 2023
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-1.12K
- 1.58%
$32.8K - $34.8K
69.9K $2.43M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-1.31K
- 1.53%
$38.5K - $40.8K
84.4K $2.94M
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

SELL
 -
-1.46K
- 11.04%
$42.8K - $45.3K
11.8K $409K
Jul 28, 2023 Q2 2023
Lws Wealth Advisors, Inc.

SELL
 -
-1.54K
- 3.28%
$45.2K - $48K
45.5K $1.58M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-1.61K
- 5.63%
$47.3K - $50.1K
27K $940K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.71K
- 6.87%
$50.1K - $53.1K
23.1K $805K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

SELL
 -
-2K
- 9.3%
$58.6K - $62.1K
19.5K $678K
Aug 09, 2023 Q2 2023
M&T Bank Corp

SELL
 -
-2.12K
- 9.16%
$62.1K - $65.8K
21K $730K
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-2.79K
- 4.78%
$81.9K - $86.8K
55.7K $1.94M
Jul 26, 2023 Q2 2023
Aaron Wealth Advisors LLC

SELL
 -
-2.8K
- 3.27%
$82.1K - $87K
82.7K $2.88M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.91K
- 11.7%
$85.2K - $90.3K
21.9K $763K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-3.09K
- 94.26%
$90.5K - $95.9K
188 $6.54K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-4.87K
- 3.8%
$143K - $151K
123K $4.3M
Aug 07, 2023 Q2 2023
Cypress Capital, LLC

SELL
 -
-4.92K
- 1.92%
$144K - $153K
251K $8.73M
Aug 21, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-4.92K
- 1.2%
$144K - $153K
406K $14.1M
Jul 25, 2023 Q2 2023
Wt Wealth Management

SELL
 -
-5.13K
- 3.61%
$150K - $159K
137K $4.76M
Jul 13, 2023 Q2 2023
Patton Albertson Miller Group, LLC

SELL
 -
-5.24K
- 22.09%
$154K - $163K
18.5K $643K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

SELL
 -
-5.99K
- 25.5%
$175K - $186K
17.5K $608K

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