Purchases and Sales Made in Q3 2020 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 2020. 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 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.13M+ 247.51% |
$56.9M - $60.1M
|
2.99M
$104M
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
884K+ 34.18% |
$23.6M - $25M
|
3.47M
$121M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
148K+ 29.51% |
$3.96M - $4.19M
|
651K
$22.6M
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
144KNew |
$3.84M - $4.06M
|
144K
$5M
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
103KNew |
$2.74M - $2.9M
|
103K
$3.57M
|
|
Nov 10, 2020
Q3 2020
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
78.1K+ 22.81% |
$2.09M - $2.21M
|
420K
$14.6M
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.2KNew |
$1.98M - $2.1M
|
74.2K
$2.58M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.5K+ 677.88% |
$1.88M - $1.99M
|
80.9K
$2.82M
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68K+ 9.72% |
$1.82M - $1.92M
|
767K
$26.7M
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
BUY
|
- |
45.5K+ 22.52% |
$1.21M - $1.28M
|
247K
$8.61M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.5K+ 85.97% |
$787K - $832K
|
63.7K
$2.22M
|
|
Oct 18, 2023
Q3 2020
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
24.4K+ 4.36% |
$651K - $689K
|
583K
$20.3M
|
|
Nov 16, 2020
Q3 2020
|
Financial Insights, Inc.
|
BUY
|
- |
18.2K+ 771.78% |
$487K - $515K
|
20.6K
$716K
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.8KNew |
$477K - $504K
|
17.8K
$621K
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.1K+ 22.44% |
$457K - $484K
|
93.4K
$3.25M
|
|
Nov 12, 2020
Q3 2020
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
16K+ 3526.93% |
$427K - $452K
|
16.4K
$572K
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 3.38% |
$365K - $386K
|
418K
$14.5M
|
|
Mar 11, 2024
Q3 2020
|
Nepc LLC
Boston, MA |
BUY
|
- |
10.7K+ 4.78% |
$285K - $301K
|
234K
$8.13M
|
|
Nov 03, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.28KNew |
$248K - $262K
|
9.28K
$323K
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.58KNew |
$229K - $243K
|
8.58K
$299K
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.4K+ 201.03% |
$198K - $209K
|
11.1K
$385K
|
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.61K+ 56.69% |
$177K - $187K
|
18.3K
$636K
|
|
Nov 16, 2020
Q3 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.27K+ 3.77% |
$141K - $149K
|
145K
$5.05M
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.55KNew |
$122K - $129K
|
4.55K
$158K
|
|
Nov 24, 2020
Q3 2020
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.18K+ 17.41% |
$112K - $118K
|
28.2K
$981K
|
|
Oct 26, 2020
Q3 2020
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$90.2K - $95.4K
|
3.38K
$117K
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.13K+ 19.32% |
$83.5K - $88.3K
|
19.3K
$672K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.98K+ 14.09% |
$79.5K - $84.1K
|
24.1K
$839K
|
|
Nov 12, 2020
Q3 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.83K+ 2.81% |
$75.7K - $80.1K
|
104K
$3.61M
|
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.73K+ 2.57% |
$72.9K - $77.1K
|
109K
$3.79M
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
2.68K+ 29.85% |
$71.7K - $75.8K
|
11.7K
$406K
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.21K+ 475.7% |
$59.1K - $62.5K
|
2.68K
$93.2K
|
|
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.32K+ 57.71% |
$35.2K - $37.2K
|
3.6K
$125K
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
1.25K+ 241.43% |
$33.5K - $35.4K
|
1.77K
$61.7K
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
BUY
|
- |
1.21K+ 1.67% |
$32.3K - $34.2K
|
73.8K
$2.57M
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.05KNew |
$28K - $29.6K
|
1.05K
$36.4K
|
|
Nov 06, 2020
Q3 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
755+ 0.29% |
$20.2K - $21.3K
|
264K
$9.19M
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
659+ 4.58% |
$17.6K - $18.6K
|
15.1K
$524K
|
|
Oct 29, 2020
Q3 2020
|
Lvw Advisors, LLC
|
BUY
|
- |
585+ 1.37% |
$15.6K - $16.5K
|
43.2K
$1.5M
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
579+ 2757.14% |
$15.5K - $16.4K
|
600
$20.9K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
428+ 1.27% |
$11.4K - $12.1K
|
34.2K
$1.19M
|
|
Nov 10, 2020
Q3 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
394+ 1.11% |
$10.5K - $11.1K
|
36K
$1.25M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
377+ 0.56% |
$10.1K - $10.7K
|
67.2K
$2.34M
|
|
Oct 15, 2020
Q3 2020
|
First Citizens Bank & Trust CO
|
BUY
|
- |
349+ 1.33% |
$9.33K - $9.86K
|
26.6K
$924K
|
|
Nov 12, 2020
Q3 2020
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
184+ 1.38% |
$4.92K - $5.2K
|
13.5K
$471K
|
|
Nov 16, 2020
Q3 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
170+ 0.27% |
$4.54K - $4.8K
|
63K
$2.19M
|
|
Oct 29, 2020
Q3 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
67+ 0.7% |
$1.79K - $1.89K
|
9.6K
$334K
|
|
Nov 13, 2020
Q3 2020
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
35+ 0.03% |
$935 - $989
|
114K
$3.98M
|
|
Nov 03, 2020
Q3 2020
|
Allworth Financial LP
|
BUY
|
- |
25+ 1.36% |
$668 - $707
|
1.87K
$64.9K
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
21New |
$561 - $593
|
21
$731
|