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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$31.4K - $33.3K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-1.1K- 6.55% |
$29.3K - $31K
|
15.7K
$551K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$44.8K - $47.3K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-69Closed |
$1.84K - $1.95K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Riverview Trust CO
|
SELL
|
- |
-220Closed |
$5.88K - $6.22K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.64K+ 145.07% |
$108K - $133K
|
7.84K
$276K
|
|
|
Oct 20, 2020
Q2 2020
|
Schwab Charitable Fund
|
SELL
|
- |
-8.86KClosed |
$206K - $255K
|
0
$0
|
|
|
Sep 09, 2020
Q2 2020
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-10.6KClosed |
$245K - $304K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-267Closed |
$6.19K - $7.67K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.2KClosed |
$236K - $292K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
114KNew |
$2.65M - $3.28M
|
114K
$4.02M
|
|
|
Aug 13, 2020
Q2 2020
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10.6KClosed |
$245K - $304K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10.8KClosed |
$250K - $310K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$327K - $406K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-13.2KClosed |
$306K - $379K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-38.4KClosed |
$891K - $1.1M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Highland Capital Management, LLC
|
BUY
|
- |
9.13KNew |
$212K - $262K
|
9.13K
$321K
|
|
|
Jul 21, 2020
Q2 2020
|
Investors Research Corp
|
BUY
|
- |
170New |
$3.94K - $4.89K
|
170
$5.98K
|
|
|
Jul 15, 2020
Q2 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-421Closed |
$9.77K - $12.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33.3KClosed |
$707K - $1.05M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4Closed |
$84.9 - $126
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-37KClosed |
$786K - $1.16M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.04KClosed |
$171K - $253K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-576Closed |
$12.2K - $18.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-320KClosed |
$6.8M - $10.1M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-9.59KClosed |
$204K - $301K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.75KClosed |
$143K - $212K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.1KClosed |
$23.2K - $34.4K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Bridges Investment Management Inc
|
SELL
|
- |
-31.2KClosed |
$661K - $978K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-10.9KClosed |
$232K - $343K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ckw Financial Group
|
SELL
|
- |
-88.5KClosed |
$1.88M - $2.78M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-51.2KClosed |
$1.09M - $1.61M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-285KClosed |
$6.05M - $8.95M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14.9KClosed |
$317K - $469K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-21.5KClosed |
$457K - $676K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.18KClosed |
$46.2K - $68.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$238K - $352K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.51KClosed |
$159K - $236K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-94.9KClosed |
$2.02M - $2.98M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.75KClosed |
$143K - $212K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
SELL
|
- |
-7KClosed |
$149K - $220K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-6.6KClosed |
$140K - $207K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-320KClosed |
$6.8M - $10.1M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.19KClosed |
$25.3K - $37.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Bt Wealth Management LLC
|
SELL
|
- |
-320KClosed |
$6.8M - $10.1M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-29KClosed |
$616K - $911K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-13.3KClosed |
$282K - $417K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-13.4KClosed |
$285K - $422K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-6.91KClosed |
$147K - $217K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Access Financial Services, Inc.
|
SELL
|
- |
-44.3KClosed |
$940K - $1.39M
|
0
$0
|
|