Purchases and Sales Made in Q3 2021 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 2021. 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 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.3MNew |
$1.01B - $1.08B
|
30.3M
$1.05B
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
990K+ 38.7% |
$33M - $35.2M
|
3.55M
$124M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
689K+ 10.86% |
$23M - $24.5M
|
7.03M
$245M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
663K+ 11.55% |
$22.1M - $23.6M
|
6.4M
$223M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
490KNew |
$16.3M - $17.4M
|
490K
$17M
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
BUY
|
- |
233KNew |
$7.77M - $8.28M
|
233K
$8.1M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
231KNew |
$7.71M - $8.22M
|
231K
$8.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
210K+ 181.24% |
$7M - $7.47M
|
326K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
188KNew |
$6.25M - $6.67M
|
188K
$6.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
90.5KNew |
$3.02M - $3.22M
|
90.5K
$3.15M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
81.5KNew |
$2.72M - $2.9M
|
81.5K
$2.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
73.5K+ 44.02% |
$2.45M - $2.61M
|
241K
$8.37M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
64.5K+ 7.71% |
$2.15M - $2.29M
|
900K
$31.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
64.5K+ 7.71% |
$2.15M - $2.29M
|
900K
$31.3M
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
63.7K+ 9.43% |
$2.12M - $2.26M
|
739K
$25.7M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
50.7KNew |
$1.69M - $1.8M
|
50.7K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.2K+ 5.57% |
$1.61M - $1.71M
|
913K
$31.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
42.8KNew |
$1.43M - $1.52M
|
42.8K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.8K+ 7.39% |
$1.23M - $1.31M
|
534K
$18.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
36.2KNew |
$1.21M - $1.29M
|
36.2K
$1.26M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
31.9K+ 14.41% |
$1.06M - $1.14M
|
253K
$8.82M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
31.6K+ 51.17% |
$1.05M - $1.12M
|
93.4K
$3.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
BUY
|
- |
31.5K+ 15.42% |
$1.05M - $1.12M
|
235K
$8.19M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29.7K+ 2.38% |
$990K - $1.06M
|
1.28M
$44.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
27.6K+ 7.86% |
$922K - $983K
|
379K
$13.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.5KNew |
$849K - $905K
|
25.5K
$886K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
23.9K+ 119.79% |
$795K - $848K
|
43.8K
$1.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.7KNew |
$725K - $773K
|
21.7K
$757K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4KNew |
$714K - $761K
|
21.4K
$745K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
20.4K+ 178.33% |
$680K - $725K
|
31.8K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.1K+ 1.77% |
$638K - $680K
|
1.1M
$38.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
16.4K+ 4.96% |
$548K - $584K
|
348K
$12.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16K+ 334.06% |
$534K - $569K
|
20.8K
$724K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.7KNew |
$525K - $560K
|
15.7K
$548K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 138.9% |
$488K - $520K
|
25.1K
$875K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 33.19% |
$449K - $479K
|
54K
$1.88M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 4.09% |
$434K - $463K
|
331K
$11.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
12.7KNew |
$423K - $451K
|
12.7K
$441K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.6K+ 3.69% |
$388K - $414K
|
327K
$11.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11.5K+ 7.61% |
$382K - $408K
|
162K
$5.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 64.7% |
$352K - $375K
|
26.9K
$935K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
9.47KNew |
$316K - $337K
|
9.47K
$330K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
9.3KNew |
$310K - $331K
|
9.3K
$324K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.28K+ 3.55% |
$310K - $330K
|
271K
$9.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.26K+ 42.39% |
$309K - $329K
|
31.1K
$1.08M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
8.15KNew |
$272K - $290K
|
8.15K
$284K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
7.67K+ 15.05% |
$256K - $273K
|
58.6K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.52KNew |
$251K - $267K
|
7.52K
$262K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.79K+ 2.51% |
$226K - $241K
|
277K
$9.64M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.76K+ 183.61% |
$225K - $240K
|
10.4K
$363K
|