Purchases and Sales Made in Q4 2021 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 2021. 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, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.91M+ 79.28% |
$65M - $69.4M
|
4.32M
$150M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.35M+ 4.47% |
$46M - $49.2M
|
31.6M
$1.1B
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
813K+ 11.56% |
$27.6M - $29.5M
|
7.84M
$273M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
772K+ 12.06% |
$26.3M - $28.1M
|
7.18M
$250M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
528K+ 509.21% |
$17.9M - $19.2M
|
632K
$22M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
400KNew |
$13.6M - $14.5M
|
400K
$13.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
280KNew |
$9.52M - $10.2M
|
280K
$9.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
277KNew |
$9.4M - $10.1M
|
277K
$9.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
246K+ 217.56% |
$8.35M - $8.92M
|
359K
$12.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
232KNew |
$7.88M - $8.43M
|
232K
$8.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
185K+ 37.72% |
$6.28M - $6.71M
|
675K
$23.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
179K+ 12238.22% |
$6.07M - $6.49M
|
180K
$6.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
132KNew |
$4.49M - $4.79M
|
132K
$4.59M
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
110K+ 14.91% |
$3.75M - $4M
|
849K
$29.6M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
105K+ 208.08% |
$3.58M - $3.83M
|
156K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
67.4K+ 28.93% |
$2.29M - $2.45M
|
300K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.9K+ 11.2% |
$2.03M - $2.17M
|
594K
$20.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.2K+ 5.6% |
$1.74M - $1.86M
|
964K
$33.6M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
49.1K+ 30.29% |
$1.67M - $1.78M
|
211K
$7.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
45.9K+ 148.75% |
$1.56M - $1.67M
|
76.8K
$2.67M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
38.9KNew |
$1.32M - $1.41M
|
38.9K
$1.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.2K+ 147.85% |
$1.26M - $1.35M
|
62.3K
$2.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
35.2K+ 14.96% |
$1.2M - $1.28M
|
271K
$9.42M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
35.1K+ 37.55% |
$1.19M - $1.27M
|
128K
$4.47M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
34.4KNew |
$1.17M - $1.25M
|
34.4K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
33.4KNew |
$1.13M - $1.21M
|
33.4K
$1.16M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
32.1KNew |
$1.09M - $1.17M
|
32.1K
$1.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
31KNew |
$1.05M - $1.12M
|
31K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
24K+ 9.96% |
$814K - $870K
|
264K
$9.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.9K+ 208.54% |
$780K - $833K
|
33.9K
$1.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
22.6K+ 5.4% |
$770K - $823K
|
442K
$15.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 5.18% |
$584K - $624K
|
348K
$12.1M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
16.1KNew |
$549K - $587K
|
16.1K
$562K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15.4KNew |
$522K - $558K
|
15.4K
$535K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
15.2K+ 2.85% |
$515K - $550K
|
547K
$19M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.1K+ 13.45% |
$512K - $547K
|
127K
$4.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.8KNew |
$503K - $538K
|
14.8K
$515K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12KNew |
$409K - $438K
|
12K
$419K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
11.8KNew |
$401K - $429K
|
11.8K
$411K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.5KNew |
$390K - $417K
|
11.5K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.9KNew |
$371K - $396K
|
10.9K
$380K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
10.5K+ 128.84% |
$357K - $381K
|
18.6K
$649K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9.05K+ 2.39% |
$308K - $329K
|
388K
$13.5M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.75KNew |
$297K - $318K
|
8.75K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.07KNew |
$240K - $257K
|
7.07K
$246K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.78KNew |
$230K - $246K
|
6.78K
$236K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.63K+ 8.87% |
$225K - $241K
|
81.4K
$2.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.69KNew |
$193K - $207K
|
5.69K
$198K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.57K+ 24.28% |
$189K - $202K
|
28.5K
$992K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
4.76K+ 8.12% |
$162K - $173K
|
63.4K
$2.21M
|