Purchases and Sales Made in Q3 2019 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2019
Q3 2019
|
Covenant Asset Management, LLC
|
BUY
|
- |
700+ 4.87% |
$19.4K - $21.1K
|
15.1K
$579K
|
|
|
Oct 31, 2019
Q3 2019
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
669+ 1.49% |
$18.6K - $20.2K
|
45.5K
$1.75M
|
|
|
Nov 13, 2019
Q3 2019
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
645+ 2.5% |
$17.9K - $19.5K
|
26.5K
$1.02M
|
|
|
Nov 14, 2019
Q3 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
515+ 5.46% |
$14.3K - $15.5K
|
9.95K
$382K
|
|
|
Nov 18, 2019
Q3 2019
|
First Heartland Consultants, Inc.
|
BUY
|
- |
469+ 1.37% |
$13K - $14.2K
|
34.8K
$1.34M
|
|
|
Oct 25, 2019
Q3 2019
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
399+ 3.18% |
$11.1K - $12K
|
13K
$498K
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
243+ 2.12% |
$6.75K - $7.34K
|
11.7K
$449K
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
194+ 0.85% |
$5.39K - $5.86K
|
23K
$882K
|
|
|
Nov 08, 2019
Q3 2019
|
Western Wealth Management, LLC
|
BUY
|
- |
123+ 1.41% |
$3.42K - $3.71K
|
8.87K
$341K
|
|
|
Nov 01, 2019
Q3 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72+ 0.52% |
$2K - $2.17K
|
14K
$537K
|
|
|
Nov 06, 2019
Q3 2019
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
72+ 0.24% |
$2K - $2.17K
|
29.6K
$1.14M
|
|
|
Oct 09, 2019
Q3 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44+ 1.96% |
$1.22K - $1.33K
|
2.29K
$88.1K
|
|
|
Nov 12, 2019
Q3 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40New |
$1.11K - $1.21K
|
40
$1.54K
|
|
|
Nov 06, 2019
Q3 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
38+ 0.51% |
$1.06K - $1.15K
|
7.47K
$287K
|
|
|
Nov 06, 2019
Q3 2019
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36+ 0.28% |
$1K - $1.09K
|
13K
$498K
|
|
|
Nov 04, 2019
Q3 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
31+ 0.23% |
$861 - $936
|
13.3K
$511K
|
|
|
Oct 22, 2019
Q3 2019
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$361 - $392
|
16.3K
$628K
|
|
|
Oct 22, 2019
Q3 2019
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 2.08% |
$278 - $302
|
490
$18.8K
|
|
|
Jul 24, 2024
Q3 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.07% |
$194 - $211
|
10.4K
$400K
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.11% |
$55.6 - $60.4
|
1.78K
$68.3K
|
|
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.72% |
$27.8 - $30.2
|
139
$5.34K
|
|
|
Oct 23, 2019
Q3 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 29.58% |
$1.17K - $1.27K
|
100
$3.84K
|
|
|
Nov 12, 2019
Q3 2019
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-53- 0.02% |
$1.47K - $1.6K
|
216K
$8.29M
|
|
|
Oct 22, 2019
Q3 2019
|
Cwm, LLC
|
SELL
|
- |
-55- 17.8% |
$1.53K - $1.66K
|
254
$9.76K
|
|
|
Nov 14, 2019
Q3 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-56- 4.12% |
$1.56K - $1.69K
|
1.3K
$50K
|
|
|
Oct 17, 2019
Q3 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-60Closed |
$1.67K - $1.81K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-116- 0.79% |
$3.22K - $3.5K
|
14.6K
$560K
|
|
|
Nov 12, 2019
Q3 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-160- 16.28% |
$4.44K - $4.83K
|
823
$31.6K
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-171- 49.42% |
$4.75K - $5.16K
|
175
$6.72K
|
|
|
Nov 14, 2019
Q3 2019
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-200- 2.37% |
$5.56K - $6.04K
|
8.24K
$317K
|
|
|
Nov 13, 2019
Q3 2019
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-211- 0.12% |
$5.86K - $6.37K
|
173K
$6.65M
|
|
|
Nov 13, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-220- 1.31% |
$6.11K - $6.64K
|
16.5K
$635K
|
|
|
Nov 13, 2019
Q3 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-234- 23.78% |
$6.5K - $7.06K
|
750
$28.8K
|
|
|
Oct 15, 2019
Q3 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-271Closed |
$7.53K - $8.18K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-300- 0.22% |
$8.33K - $9.06K
|
137K
$5.27M
|
|
|
Oct 18, 2019
Q3 2019
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-340- 1.93% |
$9.45K - $10.3K
|
17.3K
$664K
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$11.1K - $12.1K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-571- 3.95% |
$15.9K - $17.2K
|
13.9K
$534K
|
|
|
Nov 13, 2019
Q3 2019
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-620- 0.14% |
$17.2K - $18.7K
|
449K
$17.3M
|
|
|
Nov 13, 2019
Q3 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-664- 7.59% |
$18.4K - $20K
|
8.08K
$310K
|
|
|
Oct 24, 2019
Q3 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-700Closed |
$19.4K - $21.1K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-789- 1.78% |
$21.9K - $23.8K
|
43.6K
$1.68M
|
|
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-815- 10.77% |
$22.6K - $24.6K
|
6.75K
$259K
|
|
|
Oct 23, 2019
Q3 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-867Closed |
$24.1K - $26.2K
|
0
$0
|
|
|
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
SELL
|
- |
-910- 18.92% |
$25.3K - $27.5K
|
3.9K
$150K
|
|
|
Nov 13, 2019
Q3 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.07K- 4.75% |
$29.7K - $32.3K
|
21.4K
$824K
|
|
|
Oct 30, 2019
Q3 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 21.34% |
$30.3K - $32.9K
|
4.01K
$154K
|
|
|
Nov 26, 2019
Q3 2019
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.63K- 3.34% |
$45.3K - $49.3K
|
47.2K
$1.81M
|
|
|
Oct 09, 2019
Q3 2019
|
Jordan Park Group LLC
|
SELL
|
- |
-1.71K- 9.32% |
$47.6K - $51.7K
|
16.7K
$640K
|