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 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29KNew |
$38.1K - $39.9K
|
1.29K
$48.7K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
1.28KNew |
$37.9K - $39.7K
|
1.28K
$48.5K
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.23K+ 0.41% |
$36.4K - $38.2K
|
305K
$11.5M
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.18K+ 0.91% |
$34.9K - $36.6K
|
131K
$4.95M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.16K+ 4.29% |
$34.3K - $35.9K
|
28.2K
$1.06M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.05K+ 1.87% |
$31K - $32.5K
|
57K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
992+ 527.66% |
$29.3K - $30.7K
|
1.18K
$44.6K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
992+ 527.66% |
$29.3K - $30.7K
|
1.18K
$44.6K
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
818+ 1.24% |
$24.2K - $25.3K
|
66.8K
$2.52M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
800+ 0.67% |
$23.6K - $24.8K
|
120K
$4.52M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
779+ 4.27% |
$23K - $24.1K
|
19K
$719K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
619+ 2.07% |
$18.3K - $19.2K
|
30.5K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
596+ 1.69% |
$17.6K - $18.5K
|
35.8K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
570+ 2590.91% |
$16.8K - $17.6K
|
592
$22.4K
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
558+ 1.9% |
$16.5K - $17.3K
|
29.9K
$1.13M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
490+ 1.44% |
$14.5K - $15.2K
|
34.6K
$1.31M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
280+ 3.11% |
$8.27K - $8.67K
|
9.28K
$351K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
261+ 3.27% |
$7.71K - $8.08K
|
8.23K
$311K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
194New |
$5.73K - $6.01K
|
194
$7.33K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
157+ 1.04% |
$4.64K - $4.86K
|
15.3K
$578K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
150+ 0.41% |
$4.43K - $4.64K
|
36.7K
$1.38M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
140New |
$4.14K - $4.33K
|
140
$5.29K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
95+ 0.49% |
$2.81K - $2.94K
|
19.4K
$732K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
47+ 0.45% |
$1.39K - $1.46K
|
10.5K
$397K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
16+ 7.55% |
$473 - $495
|
228
$8.61K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16New |
$473 - $495
|
16
$604
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$236 - $248
|
8
$302
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.94% |
$148 - $155
|
263
$9.93K
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-16- 0.02% |
$473 - $495
|
82.7K
$3.12M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26- 0.36% |
$768 - $805
|
7.21K
$272K
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-54- 2.29% |
$1.6K - $1.67K
|
2.31K
$87.1K
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-175- 1.18% |
$5.17K - $5.42K
|
14.6K
$553K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-230- 17.15% |
$6.79K - $7.12K
|
1.11K
$42K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-240- 18.76% |
$7.09K - $7.43K
|
1.04K
$39.2K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-254- 2.21% |
$7.5K - $7.86K
|
11.2K
$425K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-274- 2.7% |
$8.09K - $8.48K
|
9.86K
$373K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-301- 0.67% |
$8.89K - $9.32K
|
44.8K
$1.69M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-329- 28.02% |
$9.72K - $10.2K
|
845
$31.9K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-342- 1.05% |
$10.1K - $10.6K
|
32.2K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-370- 0.81% |
$10.9K - $11.5K
|
45.1K
$1.7M
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-400- 3.4% |
$11.8K - $12.4K
|
11.4K
$430K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-492- 6.86% |
$14.5K - $15.2K
|
6.68K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-500- 5.19% |
$14.8K - $15.5K
|
9.13K
$345K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-541- 42.04% |
$16K - $16.7K
|
746
$28.2K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-553- 47.96% |
$16.3K - $17.1K
|
600
$22.7K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-571- 3.93% |
$16.9K - $17.7K
|
13.9K
$527K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-641- 8.13% |
$18.9K - $19.8K
|
7.25K
$274K
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-646- 0.26% |
$19.1K - $20K
|
250K
$9.46M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-965- 0.59% |
$28.5K - $29.9K
|
161K
$6.1M
|
|
Mar 04, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.06K- 3.56% |
$31.3K - $32.8K
|
28.7K
$1.08M
|