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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.83% |
$481 - $509
|
2.2K
$76.5K
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 2.0% |
$321 - $339
|
611
$21.3K
|
|
|
Oct 08, 2020
Q3 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.99% |
$26.7 - $28.3
|
102
$3.55K
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15- 0.58% |
$401 - $424
|
2.56K
$88.9K
|
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-57- 5.62% |
$1.52K - $1.61K
|
957
$33.3K
|
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-69Closed |
$1.84K - $1.95K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-91Closed |
$2.43K - $2.57K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-101- 0.72% |
$2.7K - $2.85K
|
13.8K
$482K
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-197- 12.6% |
$5.26K - $5.57K
|
1.37K
$47.5K
|
|
|
Oct 15, 2020
Q3 2020
|
Riverview Trust CO
|
SELL
|
- |
-220Closed |
$5.88K - $6.22K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
SELL
|
- |
-361- 1.26% |
$9.65K - $10.2K
|
28.3K
$986K
|
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-387Closed |
$10.3K - $10.9K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-490Closed |
$13.1K - $13.8K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-562- 2.98% |
$15K - $15.9K
|
18.3K
$636K
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-594- 0.25% |
$15.9K - $16.8K
|
233K
$8.1M
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-618- 14.49% |
$16.5K - $17.5K
|
3.65K
$127K
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-629- 7.34% |
$16.8K - $17.8K
|
7.94K
$276K
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-735- 0.43% |
$19.6K - $20.8K
|
171K
$5.94M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-825- 7.45% |
$22K - $23.3K
|
10.3K
$357K
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-859Closed |
$23K - $24.3K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-883- 0.19% |
$23.6K - $25K
|
466K
$16.2M
|
|
|
Nov 10, 2020
Q3 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-891- 8.74% |
$23.8K - $25.2K
|
9.3K
$324K
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-897Closed |
$24K - $25.3K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-979- 3.24% |
$26.2K - $27.7K
|
29.2K
$1.02M
|
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-1.1K- 6.55% |
$29.3K - $31K
|
15.7K
$545K
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$31.4K - $33.3K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.26K- 7.35% |
$33.7K - $35.7K
|
15.9K
$554K
|
|
|
Nov 09, 2020
Q3 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.26K- 6.39% |
$33.8K - $35.7K
|
18.5K
$645K
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.39K- 0.74% |
$37K - $39.1K
|
187K
$6.49M
|
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.5K- 12.45% |
$39.9K - $42.2K
|
10.5K
$366K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$44.8K - $47.3K
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 21.27% |
$57.4K - $60.7K
|
7.95K
$277K
|
|
|
Oct 26, 2020
Q3 2020
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.19K- 6.1% |
$58.6K - $62K
|
33.8K
$1.18M
|
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.57K- 25.66% |
$68.8K - $72.7K
|
7.45K
$259K
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.83K- 10.94% |
$75.7K - $80.1K
|
23.1K
$803K
|
|
|
Oct 16, 2020
Q3 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.15K- 3.99% |
$84.3K - $89.1K
|
75.9K
$2.64M
|
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 20.78% |
$92.1K - $97.4K
|
13.1K
$457K
|
|
|
Nov 06, 2020
Q3 2020
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.47K- 14.04% |
$92.8K - $98.1K
|
21.3K
$740K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.53K- 29.73% |
$94.3K - $99.8K
|
8.35K
$290K
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.69K- 24.99% |
$98.5K - $104K
|
11.1K
$385K
|
|
|
Oct 19, 2020
Q3 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.15K- 7.15% |
$111K - $117K
|
53.8K
$1.87M
|
|
|
Nov 12, 2020
Q3 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.5K- 17.46% |
$120K - $127K
|
21.3K
$740K
|
|
|
Nov 13, 2020
Q3 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.63K- 30.48% |
$124K - $131K
|
10.6K
$368K
|
|
|
Nov 06, 2020
Q3 2020
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-4.83K- 0.65% |
$129K - $136K
|
743K
$25.8M
|
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.12K- 37.53% |
$137K - $145K
|
8.52K
$296K
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.24K- 5.06% |
$140K - $148K
|
98.1K
$3.42M
|
|
|
Oct 29, 2020
Q3 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.33K- 12.79% |
$142K - $151K
|
36.3K
$1.26M
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-5.48K- 15.35% |
$147K - $155K
|
30.3K
$1.05M
|