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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.19KNew |
$206K - $220K
|
6.19K
$226K
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 8.37% |
$193K - $205K
|
74.8K
$2.73M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.57KNew |
$186K - $198K
|
5.57K
$204K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.32K+ 10.78% |
$177K - $189K
|
54.6K
$2M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.82K+ 13.43% |
$127K - $136K
|
32.3K
$1.18M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.77KNew |
$126K - $134K
|
3.77K
$138K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 19.32% |
$124K - $132K
|
22.9K
$838K
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.4K+ 11.96% |
$113K - $121K
|
31.8K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.28K+ 0.62% |
$109K - $116K
|
532K
$19.4M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.27K+ 3.25% |
$109K - $116K
|
104K
$3.79M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 3.41% |
$91.7K - $97.8K
|
83.4K
$3.05M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.43K+ 19.83% |
$81K - $86.3K
|
14.7K
$537K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.43K+ 19.83% |
$81K - $86.3K
|
14.7K
$537K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.58KNew |
$52.5K - $56K
|
1.58K
$57.6K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.01K+ 28.06% |
$33.7K - $35.9K
|
4.61K
$169K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
883+ 10.39% |
$29.4K - $31.4K
|
9.38K
$343K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
850New |
$28.3K - $30.2K
|
850
$31.1K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
834+ 958.62% |
$27.8K - $29.7K
|
921
$33.7K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
817+ 127.06% |
$27.2K - $29.1K
|
1.46K
$53.4K
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
777+ 1.4% |
$25.9K - $27.6K
|
56.3K
$2.06M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
730+ 86.08% |
$24.3K - $26K
|
1.58K
$57.7K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
669+ 0.24% |
$22.3K - $23.8K
|
283K
$10.3M
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
632+ 1.4% |
$21.1K - $22.5K
|
45.7K
$1.67M
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
608+ 1.4% |
$20.3K - $21.6K
|
44.2K
$1.62M
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
550+ 7.54% |
$18.3K - $19.6K
|
7.84K
$287K
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
537+ 0.57% |
$17.9K - $19.1K
|
95.6K
$3.49M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
406+ 0.46% |
$13.5K - $14.4K
|
87.8K
$3.21M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
371+ 2.19% |
$12.4K - $13.2K
|
17.3K
$632K
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
208+ 0.59% |
$6.94K - $7.4K
|
35.2K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
114+ 0.37% |
$3.8K - $4.05K
|
30.8K
$1.12M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
80+ 0.7% |
$2.67K - $2.84K
|
11.4K
$418K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60+ 0.49% |
$2K - $2.13K
|
12.2K
$447K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
46+ 1.39% |
$1.53K - $1.64K
|
3.36K
$123K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
28+ 0.63% |
$934 - $996
|
4.48K
$164K
|
|
Mar 04, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
22+ 0.07% |
$734 - $782
|
29.4K
$1.07M
|
|
Mar 28, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
22+ 0.07% |
$734 - $782
|
29.4K
$1.07M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.9% |
$634 - $676
|
2.13K
$77.8K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17+ 0.01% |
$567 - $605
|
157K
$5.75M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 1.07% |
$233 - $249
|
663
$24.2K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.54% |
$133 - $142
|
746
$27.3K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14- 1.49% |
$467 - $498
|
925
$33.8K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-44- 0.17% |
$1.47K - $1.56K
|
26.1K
$953K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-70- 0.09% |
$2.33K - $2.49K
|
74.1K
$2.71M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-81- 8.14% |
$2.7K - $2.88K
|
914
$33.4K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-106Closed |
$3.54K - $3.77K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
SELL
|
- |
-122- 1.81% |
$4.07K - $4.34K
|
6.62K
$242K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-140- 1.26% |
$4.67K - $4.98K
|
11K
$403K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-216Closed |
$7.2K - $7.68K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-220- 0.05% |
$7.34K - $7.82K
|
419K
$15.3M
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-224- 2.04% |
$7.47K - $7.97K
|
10.7K
$393K
|