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
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.15K- 10.38% |
$33.9K - $35.5K
|
9.9K
$344K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.31K- 7.49% |
$38.7K - $40.6K
|
16.2K
$563K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.51K- 8.17% |
$44.6K - $46.7K
|
17K
$590K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.63K- 5.75% |
$48.1K - $50.4K
|
26.7K
$928K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.92K- 8.32% |
$56.8K - $59.6K
|
21.2K
$738K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.34K- 4.83% |
$69K - $72.3K
|
46K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.53K- 10.11% |
$74.8K - $78.4K
|
22.5K
$784K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.03K- 16.91% |
$89.6K - $93.9K
|
14.9K
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.8K- 6.3% |
$112K - $118K
|
56.6K
$1.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.19K- 7.9% |
$124K - $130K
|
48.9K
$1.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-4.27K- 4.57% |
$126K - $132K
|
89.1K
$3.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.56K- 8.67% |
$164K - $172K
|
58.6K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.77K- 40.97% |
$230K - $241K
|
11.2K
$389K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.99K- 72.21% |
$266K - $278K
|
3.46K
$120K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.08K- 5.34% |
$268K - $281K
|
161K
$5.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.2K- 1.98% |
$359K - $376K
|
602K
$20.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-15.4K- 25.9% |
$454K - $476K
|
44K
$1.53M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-20.2K- 68.44% |
$596K - $625K
|
9.31K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-22.4K- 40.29% |
$663K - $694K
|
33.2K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.3K- 49.9% |
$747K - $783K
|
25.4K
$883K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.7K- 14.34% |
$760K - $796K
|
154K
$5.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-33.3K- 14.43% |
$984K - $1.03M
|
198K
$6.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-34.7K- 2.55% |
$1.02M - $1.07M
|
1.32M
$46M
|
|
|
Nov 13, 2023
Q3 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-71.3K- 16.76% |
$2.11M - $2.21M
|
354K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-73.5K- 45.44% |
$2.17M - $2.27M
|
88.2K
$3.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-95.9K- 6.69% |
$2.83M - $2.97M
|
1.34M
$46.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-154K- 84.23% |
$4.54M - $4.76M
|
28.8K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-217K- 97.97% |
$6.4M - $6.71M
|
4.5K
$156K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-288K- 82.39% |
$8.51M - $8.92M
|
61.6K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-310K- 89.67% |
$9.17M - $9.61M
|
35.7K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-319K- 5.7% |
$9.42M - $9.88M
|
5.27M
$183M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-472K- 23.64% |
$13.9M - $14.6M
|
1.53M
$53.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-985K- 9.63% |
$29.1M - $30.5M
|
9.24M
$321M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.47M- 14.02% |
$43.6M - $45.6M
|
9.04M
$315M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.2M- 22.57% |
$359M - $377M
|
41.7M
$1.45B
|