Purchases and Sales Made in Q3 2022 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 2022. 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 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
73New |
$2.18K - $2.43K
|
73
$2.54K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
69New |
$2.06K - $2.29K
|
69
$2.4K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
52+ 0.15% |
$1.55K - $1.73K
|
34.9K
$1.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
38+ 0.25% |
$1.14K - $1.26K
|
15.4K
$536K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$598 - $665
|
20
$696
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12+ 2.51% |
$359 - $399
|
491
$17.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10+ 0.34% |
$299 - $332
|
2.99K
$104K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 3.17% |
$59.8 - $66.5
|
65
$2.26K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-64- 0.55% |
$1.91K - $2.13K
|
11.7K
$406K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-64- 0.55% |
$1.91K - $2.13K
|
11.7K
$406K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-67- 0.11% |
$2K - $2.23K
|
62.8K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-75- 3.93% |
$2.24K - $2.49K
|
1.83K
$63.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-75- 1.67% |
$2.24K - $2.49K
|
4.4K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-79- 0.01% |
$2.36K - $2.63K
|
636K
$22.1M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-94- 0.15% |
$2.81K - $3.12K
|
64.2K
$2.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-162- 16.68% |
$4.84K - $5.38K
|
809
$28.1K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-229- 0.59% |
$6.84K - $7.61K
|
38.5K
$1.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-232- 1.82% |
$6.93K - $7.71K
|
12.5K
$436K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-323- 3.7% |
$9.65K - $10.7K
|
8.41K
$293K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-398- 22.65% |
$11.9K - $13.2K
|
1.36K
$47.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-402- 86.27% |
$12K - $13.4K
|
64
$2.23K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-533- 1.57% |
$15.9K - $17.7K
|
33.4K
$1.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-644- 5.05% |
$19.2K - $21.4K
|
12.1K
$421K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-660- 2.66% |
$19.7K - $21.9K
|
24.1K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-770- 0.39% |
$23K - $25.6K
|
197K
$6.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-815- 21.81% |
$24.4K - $27.1K
|
2.92K
$102K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.09K- 7.26% |
$32.6K - $36.2K
|
13.9K
$484K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.15K- 14.11% |
$34.4K - $38.2K
|
7K
$243K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 9.16% |
$34.8K - $38.7K
|
11.6K
$402K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.37K- 2.45% |
$41K - $45.6K
|
54.7K
$1.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.39K- 30.57% |
$41.5K - $46.1K
|
3.15K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-1.49K- 0.53% |
$44.5K - $49.5K
|
277K
$9.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 2.19% |
$48K - $53.4K
|
71.6K
$2.49M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.79K- 7.72% |
$53.4K - $59.3K
|
21.3K
$742K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.93K- 18.06% |
$57.6K - $64K
|
8.74K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.99K- 0.39% |
$59.3K - $66K
|
507K
$17.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.99K- 16.41% |
$59.4K - $66K
|
10.1K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.4K- 54.61% |
$71.8K - $79.8K
|
2K
$69.4K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.56K- 2.86% |
$76.4K - $85K
|
86.8K
$3.02M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.96K- 51.62% |
$88.3K - $98.2K
|
2.77K
$96.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.44K- 3.51% |
$103K - $114K
|
94.5K
$3.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.66K- 10.72% |
$109K - $122K
|
30.5K
$1.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.72K- 10.45% |
$111K - $124K
|
31.9K
$1.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.86K- 1.0% |
$115K - $128K
|
382K
$13.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.75K- 14.02% |
$142K - $158K
|
29.1K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.3K- 6.56% |
$159K - $176K
|
75.5K
$2.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.54K- 43.38% |
$196K - $217K
|
8.54K
$297K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-6.8K- 2.69% |
$203K - $226K
|
246K
$8.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-7.42K- 3.65% |
$222K - $247K
|
196K
$6.81M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.68K- 16.75% |
$259K - $288K
|
43.1K
$1.5M
|