Purchases and Sales Made in Q4 2020 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 2020. 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 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
897K+ 30.02% |
$23.7M - $27.6M
|
3.89M
$135M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
887K+ 25.58% |
$23.5M - $27.3M
|
4.36M
$152M
|
|
Feb 16, 2021
Q4 2020
|
Coldstream Capital Management Inc
|
BUY
|
- |
616K+ 34.06% |
$16.3M - $19M
|
2.43M
$84.4M
|
|
Feb 16, 2021
Q4 2020
|
Cypress Capital, LLC
|
BUY
|
- |
222KNew |
$5.86M - $6.81M
|
222K
$7.71M
|
|
Feb 04, 2021
Q4 2020
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
162KNew |
$4.29M - $4.98M
|
162K
$5.64M
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
130K+ 90.47% |
$3.44M - $4M
|
274K
$9.52M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
128K+ 19.62% |
$3.38M - $3.93M
|
779K
$27.1M
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
109KNew |
$2.88M - $3.35M
|
109K
$3.79M
|
|
Feb 16, 2021
Q4 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
101KNew |
$2.67M - $3.11M
|
101K
$3.52M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97.1K+ 144.47% |
$2.57M - $2.99M
|
164K
$5.72M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.2K+ 22.3% |
$2.46M - $2.87M
|
511K
$17.8M
|
|
Feb 16, 2021
Q4 2020
|
Wealthgate Family Office, LLC
|
BUY
|
- |
84.2KNew |
$2.23M - $2.59M
|
84.2K
$2.93M
|
|
May 07, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
70.1KNew |
$1.85M - $2.16M
|
70.1K
$2.44M
|
|
Jan 29, 2021
Q4 2020
|
Verde Capital Management
|
BUY
|
- |
62.1KNew |
$1.64M - $1.91M
|
62.1K
$2.16M
|
|
Jan 26, 2021
Q4 2020
|
Csenge Advisory Group
|
BUY
|
- |
61K+ 24.67% |
$1.61M - $1.88M
|
308K
$10.7M
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.5KNew |
$1.49M - $1.74M
|
56.5K
$1.97M
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
53.5KNew |
$1.42M - $1.65M
|
53.5K
$1.86M
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
BUY
|
- |
42.3K+ 57.35% |
$1.12M - $1.3M
|
116K
$4.04M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.8K+ 4.79% |
$972K - $1.13M
|
804K
$28M
|
|
Feb 16, 2021
Q4 2020
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
33.6K+ 7.98% |
$888K - $1.03M
|
454K
$15.8M
|
|
Feb 17, 2021
Q4 2020
|
Urban Wealth Management, LLC
|
BUY
|
- |
32.4KNew |
$856K - $996K
|
32.4K
$1.13M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.9K+ 151.01% |
$713K - $829K
|
44.8K
$1.56M
|
|
Feb 05, 2021
Q4 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
25.7K+ 9.73% |
$680K - $790K
|
290K
$10.1M
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
23.3K+ 2.49% |
$617K - $718K
|
960K
$33.4M
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
16.4KNew |
$435K - $506K
|
16.4K
$573K
|
|
Feb 16, 2021
Q4 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15KNew |
$397K - $461K
|
15K
$522K
|
|
May 19, 2021
Q4 2020
|
Clarity Financial LLC
|
BUY
|
- |
14.7KNew |
$388K - $451K
|
14.7K
$511K
|
|
Feb 10, 2021
Q4 2020
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
13.8KNew |
$365K - $424K
|
13.8K
$480K
|
|
Jan 19, 2021
Q4 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.1KNew |
$293K - $341K
|
11.1K
$386K
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
10.1K+ 8.42% |
$267K - $310K
|
130K
$4.52M
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10K+ 271.73% |
$264K - $308K
|
13.7K
$476K
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.78K+ 8.29% |
$259K - $301K
|
128K
$4.44M
|
|
Mar 02, 2021
Q4 2020
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7.51KNew |
$199K - $231K
|
7.51K
$261K
|
|
Feb 03, 2021
Q4 2020
|
Brightworth
|
BUY
|
- |
6.74KNew |
$178K - $207K
|
6.74K
$235K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.58K+ 23.16% |
$148K - $172K
|
29.7K
$1.03M
|
|
Feb 05, 2021
Q4 2020
|
Financial Insights, Inc.
|
BUY
|
- |
5.56K+ 27.0% |
$147K - $171K
|
26.1K
$910K
|
|
Feb 10, 2021
Q4 2020
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.12K+ 60.08% |
$135K - $157K
|
13.6K
$475K
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.71K+ 5.04% |
$125K - $145K
|
98.1K
$3.42M
|
|
Oct 18, 2023
Q4 2020
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.96K+ 0.68% |
$105K - $122K
|
587K
$20.4M
|
|
Feb 12, 2021
Q4 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.89K+ 31.1% |
$76.3K - $88.7K
|
12.2K
$423K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.77K+ 1.19% |
$73.4K - $85.3K
|
236K
$8.2M
|
|
Feb 09, 2021
Q4 2020
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.01K+ 9.43% |
$53.1K - $61.7K
|
23.3K
$810K
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.97KNew |
$52.2K - $60.7K
|
1.97K
$68.7K
|
|
Jan 21, 2021
Q4 2020
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.55KNew |
$40.9K - $47.5K
|
1.55K
$53.8K
|
|
Feb 12, 2021
Q4 2020
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.5KNew |
$39.7K - $46.1K
|
1.5K
$52.2K
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.41K+ 1.37% |
$37.2K - $43.3K
|
104K
$3.62M
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38KNew |
$36.5K - $42.4K
|
1.38K
$48K
|
|
Feb 05, 2021
Q4 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.31K+ 1.26% |
$34.6K - $40.3K
|
105K
$3.65M
|
|
Jan 20, 2021
Q4 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.23K+ 3.4% |
$32.5K - $37.7K
|
37.3K
$1.3M
|
|
Jan 13, 2021
Q4 2020
|
First Citizens Bank & Trust CO
|
BUY
|
- |
865+ 3.26% |
$22.9K - $26.6K
|
27.4K
$955K
|