Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEEM)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.13K- 98.54% |
$168K - $182K
|
106
$3.02K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.04% |
$94.3 - $102
|
10.5K
$298K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.41K- 33.2% |
$127K - $138K
|
10.9K
$310K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
63New |
$1.49K - $1.61K
|
63
$1.79K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.68K- 34.13% |
$110K - $117K
|
9.04K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1KNew |
$23.4K - $25.1K
|
1K
$28.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-145K- 78.08% |
$3.39M - $3.63M
|
40.6K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
83.6K+ 33.43% |
$1.96M - $2.1M
|
334K
$9.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-95- 0.94% |
$2.22K - $2.38K
|
9.99K
$284K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
93New |
$2.18K - $2.33K
|
93
$2.65K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-469- 4.18% |
$10.7K - $12K
|
10.7K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
215New |
$4.9K - $5.49K
|
215
$6.12K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-443- 16.75% |
$9.93K - $11.2K
|
2.2K
$62.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-138- 1.07% |
$3.09K - $3.49K
|
12.8K
$364K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.8K- 15.68% |
$62.7K - $70.7K
|
15K
$428K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
103K+ 29.45% |
$2.32M - $2.61M
|
454K
$12.9M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$243K - $276K
|
10.6K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-156Closed |
$3.57K - $4.05K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.4KClosed |
$283K - $325K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.1K- 42.15% |
$375K - $430K
|
20.7K
$590K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-12.4K- 89.68% |
$309K - $354K
|
1.43K
$40.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58New |
$1.44K - $1.65K
|
58
$1.65K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14KClosed |
$360K - $429K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
450New |
$11.6K - $13.8K
|
450
$12.8K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$751K - $824K
|
25K
$712K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-12.7KClosed |
$383K - $420K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-441Closed |
$13.2K - $14.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-625Closed |
$19.5K - $20.8K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.54KClosed |
$204K - $217K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-80Closed |
$2.48K - $2.77K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-35.9KClosed |
$1.11M - $1.24M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.91KNew |
$152K - $170K
|
4.91K
$140K
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-438Closed |
$11.8K - $13.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-127Closed |
$3.42K - $3.92K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-329Closed |
$8.27K - $9.22K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-321Closed |
$8.07K - $8.99K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-457Closed |
$11.5K - $12.8K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-400Closed |
$10.1K - $11.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22KClosed |
$455K - $556K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
BUY
|
- |
599New |
$12.4K - $15.2K
|
599
$17.1K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.12KClosed |
$21.9K - $30.7K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-213Closed |
$4.16K - $5.83K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75.4KClosed |
$1.83M - $2.04M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-329KClosed |
$7.75M - $8.51M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.56KClosed |
$36.7K - $40.3K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.24KClosed |
$217K - $239K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.9KClosed |
$932K - $1.03M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.8KClosed |
$115K - $127K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10.2KClosed |
$245K - $269K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-65Closed |
$1.48K - $1.67K
|
0
$0
|
|