Purchases and Sales Made in Q3 2018 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 2018. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2018
Q3 2018
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 1.75% |
$31.8K - $33.2K
|
64.3K
$2.26M
|
|
Nov 14, 2018
Q3 2018
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
865+ 4.47% |
$24.9K - $26K
|
20.2K
$711K
|
|
Nov 01, 2018
Q3 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
848+ 6.17% |
$24.4K - $25.5K
|
14.6K
$513K
|
|
Nov 01, 2018
Q3 2018
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
799+ 2.56% |
$23K - $24K
|
32K
$1.12M
|
|
Nov 13, 2018
Q3 2018
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
568+ 6.78% |
$16.3K - $17.1K
|
8.94K
$315K
|
|
Oct 09, 2018
Q3 2018
|
Covenant Asset Management, LLC
|
BUY
|
- |
435+ 1.22% |
$12.5K - $13.1K
|
36K
$1.27M
|
|
Oct 16, 2018
Q3 2018
|
Baystate Wealth Management LLC
|
BUY
|
- |
400New |
$11.5K - $12K
|
400
$14.1K
|
|
Nov 14, 2018
Q3 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
366+ 8.02% |
$10.5K - $11K
|
4.93K
$173K
|
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
275+ 22.63% |
$7.91K - $8.27K
|
1.49K
$52.4K
|
|
Nov 14, 2018
Q3 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
165+ 1.31% |
$4.74K - $4.96K
|
12.8K
$450K
|
|
Oct 25, 2018
Q3 2018
|
Brightworth
|
BUY
|
- |
164+ 1.18% |
$4.72K - $4.93K
|
14K
$494K
|
|
Oct 16, 2018
Q3 2018
|
Global Trust Asset Management, LLC
|
BUY
|
- |
57+ 3.09% |
$1.64K - $1.72K
|
1.9K
$66.9K
|
|
Nov 15, 2018
Q3 2018
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
53+ 0.08% |
$1.52K - $1.59K
|
67.8K
$2.39M
|
|
Nov 09, 2018
Q3 2018
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23+ 1.99% |
$661 - $692
|
1.18K
$41.4K
|
|
Nov 14, 2018
Q3 2018
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.09% |
$575 - $602
|
23.2K
$817K
|
|
Nov 13, 2018
Q3 2018
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 16, 2018
Q3 2018
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4- 0.02% |
$115 - $120
|
20.8K
$732K
|
|
Nov 13, 2018
Q3 2018
|
Assetmark, Inc
|
SELL
|
- |
-18Closed |
$518 - $542
|
0
$0
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-19- 1.25% |
$546 - $572
|
1.5K
$52.8K
|
|
Oct 11, 2018
Q3 2018
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-68- 0.29% |
$1.96K - $2.05K
|
23.1K
$813K
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-84Closed |
$2.42K - $2.53K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-157Closed |
$4.51K - $4.72K
|
0
$0
|
|
Oct 11, 2018
Q3 2018
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-190Closed |
$5.46K - $5.72K
|
0
$0
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
SELL
|
- |
-285- 20.08% |
$8.19K - $8.58K
|
1.13K
$39.9K
|
|
Oct 12, 2018
Q3 2018
|
Webster Bank, N. A.
|
SELL
|
- |
-336- 33.01% |
$9.66K - $10.1K
|
682
$24K
|
|
Nov 13, 2018
Q3 2018
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-358- 0.56% |
$10.3K - $10.8K
|
63.7K
$2.24M
|
|
Oct 23, 2018
Q3 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-363- 37.04% |
$10.4K - $10.9K
|
617
$21.7K
|
|
Oct 31, 2018
Q3 2018
|
Private Capital Group, LLC
|
SELL
|
- |
-436- 8.5% |
$12.5K - $13.1K
|
4.69K
$165K
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-444Closed |
$12.8K - $13.4K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-549- 30.16% |
$15.8K - $16.5K
|
1.27K
$44.7K
|
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-575Closed |
$16.5K - $17.3K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
M&T Bank Corp
|
SELL
|
- |
-589- 0.96% |
$16.9K - $17.7K
|
60.6K
$2.13M
|
|
Oct 24, 2018
Q3 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-638- 1.45% |
$18.3K - $19.2K
|
43.4K
$1.53M
|
|
Nov 05, 2018
Q3 2018
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-685- 3.75% |
$19.7K - $20.6K
|
17.6K
$618K
|
|
May 08, 2019
Q3 2018
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-705- 2.25% |
$20.3K - $21.2K
|
30.6K
$1.08M
|
|
Nov 09, 2018
Q3 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-765- 0.68% |
$22K - $23K
|
111K
$3.91M
|
|
Nov 14, 2018
Q3 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-800Closed |
$23K - $24.1K
|
0
$0
|
|
Oct 17, 2018
Q3 2018
|
Truist Financial Corp
|
SELL
|
- |
-802- 9.97% |
$23.1K - $24.1K
|
7.25K
$255K
|
|
Nov 14, 2018
Q3 2018
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-810- 2.05% |
$23.3K - $24.4K
|
38.7K
$1.36M
|
|
Nov 07, 2018
Q3 2018
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1K- 3.14% |
$28.8K - $30.1K
|
30.8K
$1.08M
|
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.04KClosed |
$30K - $31.4K
|
0
$0
|
|
Oct 18, 2018
Q3 2018
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.08K- 4.73% |
$31K - $32.5K
|
21.8K
$765K
|
|
Nov 14, 2018
Q3 2018
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.08K- 3.34% |
$31.1K - $32.6K
|
31.3K
$1.1M
|
|
Oct 25, 2018
Q3 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.1K- 5.8% |
$31.7K - $33.2K
|
17.9K
$630K
|
|
Oct 17, 2018
Q3 2018
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.12K- 21.34% |
$32.2K - $33.7K
|
4.13K
$145K
|
|
Oct 29, 2018
Q3 2018
|
Cwm, LLC
|
SELL
|
- |
-1.45K- 49.41% |
$41.8K - $43.8K
|
1.49K
$52.4K
|
|
Nov 09, 2018
Q3 2018
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.8K- 5.09% |
$51.7K - $54.1K
|
33.6K
$1.18M
|
|
Nov 13, 2018
Q3 2018
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.92K- 2.46% |
$55.1K - $57.7K
|
75.9K
$2.67M
|
|
Nov 14, 2018
Q3 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.24K- 2.44% |
$64.5K - $67.5K
|
89.6K
$3.15M
|
|
Nov 14, 2018
Q3 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2.49K- 10.07% |
$71.4K - $74.8K
|
22.2K
$781K
|