Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEFA)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-649Closed |
$20K - $23.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-31KClosed |
$956K - $1.11M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.69KClosed |
$176K - $205K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
66.5KNew |
$2.05M - $2.39M
|
66.5K
$2.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-365- 9.9% |
$11.3K - $13.1K
|
3.32K
$117K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.15KClosed |
$73.1K - $78.1K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.05KClosed |
$35.8K - $38.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
257+ 0.73% |
$8.74K - $9.34K
|
35.5K
$1.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-486Closed |
$16.5K - $17.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.8KNew |
$503K - $538K
|
14.8K
$521K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-850Closed |
$28.9K - $30.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
800New |
$27.2K - $29.1K
|
800
$28.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
338New |
$11.5K - $12.3K
|
338
$11.9K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-605Closed |
$20.2K - $21.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
20.4K+ 178.33% |
$680K - $725K
|
31.8K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-109KClosed |
$3.65M - $3.89M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.66KClosed |
$122K - $130K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
23.9K+ 119.79% |
$795K - $848K
|
43.8K
$1.54M
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
777+ 1.4% |
$25.9K - $27.6K
|
56.3K
$1.98M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.38KNew |
$46K - $49K
|
1.38K
$48.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.05KClosed |
$34.9K - $37.2K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-106Closed |
$3.54K - $3.77K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
SELL
|
- |
-2.43KClosed |
$81.1K - $86.5K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-5.86KClosed |
$196K - $209K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
9.02KNew |
$298K - $316K
|
9.02K
$317K
|
|
|
Aug 13, 2021
Q2 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9.74KClosed |
$322K - $341K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-6.39KClosed |
$211K - $224K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-43Closed |
$1.42K - $1.51K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-53KClosed |
$1.75M - $1.86M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-250Closed |
$8.26K - $8.76K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-47Closed |
$1.55K - $1.65K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-13.8KClosed |
$421K - $457K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.56KClosed |
$261K - $283K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-13KClosed |
$395K - $429K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-7.66KClosed |
$233K - $253K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$45.7K - $49.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-391K- 96.2% |
$11.9M - $13M
|
15.5K
$544K
|
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.5KNew |
$443K - $481K
|
14.5K
$511K
|
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-24.2KClosed |
$739K - $802K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-600Closed |
$18.3K - $19.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.3K- 51.6% |
$352K - $409K
|
12.5K
$439K
|
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.5KClosed |
$278K - $323K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-118KClosed |
$3.11M - $3.62M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.38KClosed |
$89.3K - $104K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-495Closed |
$13.1K - $15.2K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-109KClosed |
$2.88M - $3.35M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-56.3KClosed |
$1.51M - $1.59M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-106KClosed |
$2.82M - $2.99M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-108KClosed |
$2.88M - $3.05M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-859Closed |
$23K - $24.3K
|
0
$0
|
|