Purchases and Sales Made in Q3 2020 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 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
 -
144K
New
$3.84M - $4.06M
144K $4.99M
Dec 10, 2020 Q3 2020
Mercer Global Advisors Inc

Denver, CO
BUY
 -
103K
New
$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
 -
74.2K
New
$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 $8.6M
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
 -
17.8K
New
$477K - $504K
17.8K $620K
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 $571K
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 $8.12M
Nov 03, 2020 Q3 2020
Cibc Private Wealth Group, LLC

BUY
 -
9.28K
New
$248K - $262K
9.28K $323K
Nov 09, 2020 Q3 2020
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
8.58K
New
$229K - $243K
8.58K $298K
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
 -
4.55K
New
$122K - $129K
4.55K $158K
Nov 24, 2020 Q3 2020
Headinvest, LLC

Portland, ME
BUY
 -
4.18K
+ 17.41%
$112K - $118K
28.2K $980K
Oct 26, 2020 Q3 2020
Clear Harbor Asset Management, LLC

BUY
 -
3.38K
New
$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 $838K
Nov 12, 2020 Q3 2020
Ifrah Financial Services, Inc.

BUY
 -
2.83K
+ 2.81%
$75.7K - $80.1K
104K $3.6M
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 $93.1K
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 $61.6K
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
 -
1.05K
New
$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 $9.18M
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
 -
21
New
$561 - $593
21 $730

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