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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
848+ 7.66% |
$22.4K - $26.1K
|
11.9K
$419K
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
726New |
$19.2K - $22.3K
|
726
$25.5K
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
718+ 1.98% |
$19K - $22.1K
|
37.1K
$1.3M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
649+ 59.76% |
$17.2K - $20K
|
1.74K
$61K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
271New |
$7.17K - $8.34K
|
271
$9.53K
|
|
Feb 16, 2021
Q4 2020
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
260+ 0.92% |
$6.88K - $8K
|
28.5K
$1M
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
176+ 1.51% |
$4.66K - $5.41K
|
11.8K
$417K
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73+ 5.34% |
$1.93K - $2.25K
|
1.44K
$50.6K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40+ 0.39% |
$1.06K - $1.23K
|
10.3K
$362K
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 3.66% |
$926 - $1.08K
|
992
$34.9K
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
16+ 0.86% |
$423 - $492
|
1.88K
$66.2K
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 4.26% |
$52.9 - $61.5
|
49
$1.72K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-6Closed |
$159 - $185
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27- 71.05% |
$714 - $831
|
11
$387
|
|
Jan 29, 2021
Q4 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-30- 1.17% |
$794 - $923
|
2.53K
$88.8K
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-52- 0.35% |
$1.38K - $1.6K
|
15K
$528K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 4.55% |
$2.65K - $3.08K
|
2.1K
$73.8K
|
|
Feb 10, 2021
Q4 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-135- 1.28% |
$3.57K - $4.15K
|
10.4K
$367K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-170- 1.37% |
$4.5K - $5.23K
|
12.3K
$431K
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-190- 0.25% |
$5.03K - $5.84K
|
75.7K
$2.66M
|
|
Feb 12, 2021
Q4 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 2.15% |
$5.29K - $6.15K
|
9.1K
$320K
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-200- 1.22% |
$5.29K - $6.15K
|
16.2K
$571K
|
|
Feb 16, 2021
Q4 2020
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-260- 0.91% |
$6.88K - $8K
|
28.2K
$991K
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-286- 3.6% |
$7.56K - $8.8K
|
7.65K
$269K
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-399Closed |
$10.6K - $12.3K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-401- 5.38% |
$10.6K - $12.3K
|
7.05K
$248K
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-434- 1.88% |
$11.5K - $13.3K
|
22.6K
$796K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-495Closed |
$13.1K - $15.2K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-570- 1.69% |
$15.1K - $17.5K
|
33.2K
$1.17M
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-664- 2.27% |
$17.6K - $20.4K
|
28.6K
$1.01M
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-903- 6.87% |
$23.9K - $27.8K
|
12.2K
$431K
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.04K- 10.8% |
$27.4K - $31.9K
|
8.56K
$301K
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.05KClosed |
$27.7K - $32.2K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 15.35% |
$32.3K - $37.5K
|
6.73K
$237K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.26K- 34.54% |
$33.3K - $38.8K
|
2.39K
$84K
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.36K- 76.52% |
$35.9K - $41.7K
|
416
$14.6K
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 17.56% |
$39.9K - $46.4K
|
7.08K
$249K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.66K- 4.85% |
$43.8K - $50.9K
|
32.5K
$1.14M
|
|
Feb 16, 2021
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.9K- 10.38% |
$50.2K - $58.4K
|
16.4K
$576K
|
|
Jan 27, 2023
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.9K- 10.38% |
$50.2K - $58.4K
|
16.4K
$576K
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.68KClosed |
$70.8K - $82.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.76K- 19.94% |
$73K - $84.9K
|
11.1K
$390K
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.38KClosed |
$89.3K - $104K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.51K- 7.49% |
$92.9K - $108K
|
43.4K
$1.53M
|
|
Feb 09, 2021
Q4 2020
|
Verity Wealth Advisors
|
SELL
|
- |
-4.48K- 3.89% |
$118K - $138K
|
111K
$3.89M
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.76K- 4.85% |
$126K - $146K
|
93.4K
$3.28M
|
|
Jan 20, 2021
Q4 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-6.14K- 11.41% |
$162K - $189K
|
47.7K
$1.68M
|
|
Feb 16, 2021
Q4 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-6.76K- 0.63% |
$179K - $208K
|
1.06M
$37.2M
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-7.41K- 21.87% |
$196K - $228K
|
26.5K
$930K
|