Purchases and Sales Made in Q3 2023 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 2023. 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 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.21M+ 2.99% |
$35.8M - $37.5M
|
41.7M
$1.45B
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
923K+ 1829.93% |
$27.3M - $28.6M
|
973K
$33.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
714KNew |
$21.1M - $22.1M
|
714K
$24.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
549KNew |
$16.2M - $17M
|
549K
$19.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
497KNew |
$14.7M - $15.4M
|
497K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
443K+ 111.43% |
$13.1M - $13.7M
|
840K
$29.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
373K+ 9.57% |
$11M - $11.5M
|
4.27M
$148M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
276KNew |
$8.16M - $8.55M
|
276K
$9.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
275K+ 43.06% |
$8.11M - $8.5M
|
912K
$31.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
248K+ 39.59% |
$7.33M - $7.68M
|
875K
$30.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 8.59% |
$6.19M - $6.49M
|
2.65M
$92.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
207KNew |
$6.13M - $6.42M
|
207K
$7.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
158K+ 128.07% |
$4.67M - $4.9M
|
282K
$9.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
134K+ 86.17% |
$3.96M - $4.15M
|
290K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 9.41% |
$3.49M - $3.66M
|
1.37M
$47.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
116K+ 30.94% |
$3.42M - $3.58M
|
490K
$17M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
115KNew |
$3.4M - $3.56M
|
115K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
109KNew |
$3.22M - $3.38M
|
109K
$3.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
106K+ 44.14% |
$3.12M - $3.27M
|
345K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
89.2K+ 49.53% |
$2.64M - $2.76M
|
269K
$9.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.4K+ 229.13% |
$2.49M - $2.61M
|
121K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
77.4KNew |
$2.29M - $2.4M
|
77.4K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.8K+ 17.17% |
$2.06M - $2.16M
|
476K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
65K+ 15.76% |
$1.92M - $2.01M
|
477K
$16.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
50.8K+ 22.99% |
$1.5M - $1.57M
|
271K
$9.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49.4K+ 12.12% |
$1.46M - $1.53M
|
457K
$15.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.3K+ 481.15% |
$1.4M - $1.47M
|
57.2K
$1.99M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
40.7K+ 3.05% |
$1.2M - $1.26M
|
1.38M
$47.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38.7KNew |
$1.14M - $1.2M
|
38.7K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.5KNew |
$1.14M - $1.19M
|
38.5K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.6K+ 15.37% |
$1.11M - $1.16M
|
282K
$9.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.1K+ 4143.75% |
$1.04M - $1.09M
|
36K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
34.3K+ 4.86% |
$1.01M - $1.06M
|
740K
$25.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.1K+ 55.56% |
$1.01M - $1.06M
|
95.5K
$3.32M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
34KNew |
$1.01M - $1.05M
|
34K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.8KNew |
$999K - $1.05M
|
33.8K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33K+ 2.77% |
$975K - $1.02M
|
1.22M
$42.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.9K+ 44.99% |
$972K - $1.02M
|
106K
$3.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30.7K+ 66.69% |
$907K - $951K
|
76.7K
$2.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.5KNew |
$901K - $944K
|
30.5K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
28.6KNew |
$846K - $886K
|
28.6K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
27KNew |
$798K - $836K
|
27K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.8K+ 4.34% |
$792K - $830K
|
645K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26KNew |
$767K - $804K
|
26K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.9K+ 55.44% |
$737K - $772K
|
69.9K
$2.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.4KNew |
$662K - $694K
|
22.4K
$779K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.2K+ 4.2% |
$597K - $625K
|
501K
$17.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19.5K+ 150.02% |
$576K - $604K
|
32.5K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 21.56% |
$550K - $577K
|
105K
$3.65M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.5KNew |
$516K - $541K
|
17.5K
$608K
|