Purchases and Sales Made in Q4 2019 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 2019. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
310K+ 86.87% |
$8.98M - $9.72M
|
667K
$23.2M
|
|
Feb 10, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
282KNew |
$8.16M - $8.84M
|
282K
$9.79M
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
- |
241K+ 12.22% |
$6.98M - $7.56M
|
2.21M
$77M
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
240K+ 169.97% |
$6.95M - $7.52M
|
381K
$13.2M
|
|
Feb 13, 2020
Q4 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
149KNew |
$4.31M - $4.67M
|
149K
$5.17M
|
|
Jan 28, 2020
Q4 2019
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
125KNew |
$3.63M - $3.93M
|
125K
$4.36M
|
|
Feb 06, 2020
Q4 2019
|
Victory Capital Management Inc
|
BUY
|
- |
107K+ 50.23% |
$3.1M - $3.36M
|
320K
$11.1M
|
|
Jan 27, 2021
Q4 2019
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
94.7KNew |
$2.74M - $2.97M
|
94.7K
$3.3M
|
|
Feb 25, 2020
Q4 2019
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
92.9KNew |
$2.69M - $2.92M
|
92.9K
$3.23M
|
|
Jan 21, 2020
Q4 2019
|
Cx Institutional
|
BUY
|
- |
92.6K+ 18985.25% |
$2.68M - $2.91M
|
93.1K
$3.24M
|
|
Jan 13, 2020
Q4 2019
|
First Hawaiian Bank
|
BUY
|
- |
78.4K+ 4.12% |
$2.27M - $2.46M
|
1.98M
$69M
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.9K+ 431.61% |
$1.82M - $1.97M
|
77.4K
$2.69M
|
|
Feb 27, 2020
Q4 2019
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
61KNew |
$1.77M - $1.91M
|
61K
$2.12M
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.7K+ 6.11% |
$1.56M - $1.68M
|
932K
$32.4M
|
|
Feb 13, 2020
Q4 2019
|
Coldstream Capital Management Inc
|
BUY
|
- |
49.4K+ 2.9% |
$1.43M - $1.55M
|
1.75M
$60.9M
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.1K+ 94.79% |
$1.39M - $1.51M
|
98.9K
$3.44M
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.3K+ 8.98% |
$1.37M - $1.48M
|
574K
$20M
|
|
Feb 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46.8K+ 3.61% |
$1.36M - $1.47M
|
1.35M
$46.8M
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
46.3K+ 3.57% |
$1.34M - $1.45M
|
1.34M
$46.6M
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.2K+ 20.41% |
$1.28M - $1.39M
|
261K
$9.07M
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
40.4K+ 18.55% |
$1.17M - $1.27M
|
258K
$8.97M
|
|
Feb 06, 2020
Q4 2019
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
32.3KNew |
$936K - $1.01M
|
32.3K
$1.12M
|
|
Feb 11, 2020
Q4 2019
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
31.4KNew |
$909K - $985K
|
31.4K
$1.09M
|
|
Mar 11, 2024
Q4 2019
|
Nepc LLC
Boston, MA |
BUY
|
- |
29.9K+ 15.04% |
$866K - $938K
|
229K
$7.95M
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.9K+ 202.3% |
$865K - $937K
|
44.6K
$1.55M
|
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
28.8K+ 4.52% |
$836K - $905K
|
666K
$23.2M
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
22.9KNew |
$663K - $718K
|
22.9K
$796K
|
|
Feb 13, 2020
Q4 2019
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.5KNew |
$653K - $708K
|
22.5K
$784K
|
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
21.8K+ 4.2% |
$633K - $685K
|
541K
$18.8M
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21.7KNew |
$628K - $680K
|
21.7K
$754K
|
|
Jul 24, 2024
Q4 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20.2K+ 194.51% |
$586K - $635K
|
30.7K
$1.07M
|
|
Feb 13, 2020
Q4 2019
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
19.5K+ 11.28% |
$565K - $613K
|
193K
$6.7M
|
|
Feb 14, 2020
Q4 2019
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
17.9K+ 55.5% |
$519K - $562K
|
50.2K
$1.74M
|
|
Feb 13, 2020
Q4 2019
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
17.7KNew |
$514K - $557K
|
17.7K
$617K
|
|
Feb 14, 2020
Q4 2019
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.2K+ 1.71% |
$498K - $539K
|
1.02M
$35.5M
|
|
Jan 17, 2020
Q4 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.2KNew |
$498K - $539K
|
17.2K
$597K
|
|
Feb 11, 2020
Q4 2019
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16.8K+ 6.25% |
$486K - $526K
|
285K
$9.92M
|
|
Feb 18, 2020
Q4 2019
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$408K - $442K
|
14.1K
$490K
|
|
Jan 28, 2020
Q4 2019
|
Rovin Capital
|
BUY
|
- |
14KNew |
$406K - $440K
|
14K
$488K
|
|
Feb 12, 2020
Q4 2019
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
13.4KNew |
$387K - $419K
|
13.4K
$465K
|
|
Feb 14, 2020
Q4 2019
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7KNew |
$367K - $398K
|
12.7K
$441K
|
|
Jan 23, 2020
Q4 2019
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$325K - $352K
|
11.2K
$390K
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10.9KNew |
$317K - $343K
|
10.9K
$380K
|
|
Jan 23, 2020
Q4 2019
|
Brightworth
|
BUY
|
- |
9.92K+ 30.36% |
$287K - $311K
|
42.6K
$1.48M
|
|
Feb 07, 2020
Q4 2019
|
Financial Insights, Inc.
|
BUY
|
- |
9.51KNew |
$276K - $298K
|
9.51K
$331K
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.22K+ 16.12% |
$267K - $289K
|
66.4K
$2.31M
|
|
Jan 13, 2020
Q4 2019
|
Bt Wealth Management LLC
|
BUY
|
- |
8.26K+ 2.64% |
$239K - $259K
|
320K
$11.1M
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
7.38KNew |
$214K - $232K
|
7.38K
$257K
|
|
Jan 15, 2020
Q4 2019
|
Schwab Charitable Fund
|
BUY
|
- |
7.24KNew |
$210K - $227K
|
7.24K
$252K
|
|
Feb 07, 2020
Q4 2019
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.97KNew |
$202K - $219K
|
6.97K
$243K
|