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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
720New |
$22.3K - $24.9K
|
720
$27.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
25.1KNew |
$780K - $870K
|
25.1K
$951K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22.1KNew |
$685K - $763K
|
22.1K
$834K
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-7.7KClosed |
$239K - $266K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.08KClosed |
$220K - $245K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.41K- 15.69% |
$43.7K - $48.7K
|
7.56K
$286K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-730- 46.26% |
$22.7K - $25.3K
|
848
$32.1K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16.8KNew |
$523K - $583K
|
16.8K
$637K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-362Closed |
$11.2K - $12.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-118K- 19.69% |
$3.66M - $4.08M
|
481K
$18.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.52K+ 12.7% |
$264K - $295K
|
75.6K
$2.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
6.99KNew |
$217K - $242K
|
6.99K
$264K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-269- 3.9% |
$8.35K - $9.3K
|
6.62K
$251K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$400K - $446K
|
12.9K
$488K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-206- 0.27% |
$6.39K - $7.13K
|
76.6K
$2.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-31.7KClosed |
$985K - $1.1M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-32.4K- 99.98% |
$1M - $1.12M
|
8
$303
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-132- 1.79% |
$4.1K - $4.57K
|
7.25K
$274K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
403New |
$12.5K - $13.9K
|
403
$15.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
29New |
$900 - $1K
|
29
$1.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.92KClosed |
$184K - $205K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5.59KClosed |
$174K - $193K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
81New |
$2.51K - $2.8K
|
81
$3.06K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.61KNew |
$205K - $229K
|
6.61K
$250K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-3.9KClosed |
$121K - $135K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.91KClosed |
$182K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-53Closed |
$1.64K - $1.91K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-20Closed |
$618 - $719
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 43.94% |
$15.4K - $18K
|
638
$24.1K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
8.1KNew |
$250K - $291K
|
8.1K
$307K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-940Closed |
$29K - $33.8K
|
0
$0
|
|
|
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
$2.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-365- 9.9% |
$11.3K - $13.1K
|
3.32K
$126K
|
|
| 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
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-486Closed |
$16.5K - $17.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
257+ 0.73% |
$8.74K - $9.34K
|
35.5K
$1.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.8KNew |
$503K - $538K
|
14.8K
$560K
|
|
|
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
$30.3K
|
|
| 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
$1.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-109KClosed |
$3.65M - $3.89M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
23.9K+ 119.79% |
$795K - $848K
|
43.8K
$1.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
777+ 1.4% |
$25.9K - $27.6K
|
56.3K
$2.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.38KNew |
$46K - $49K
|
1.38K
$52.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.05KClosed |
$34.9K - $37.2K
|
0
$0
|
|