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 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-62.6KClosed |
$1.6M - $1.82M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.7KClosed |
$295K - $351K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-30.6KClosed |
$775K - $921K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-1.8KClosed |
$45.5K - $54.1K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.25KNew |
$31.6K - $37.5K
|
1.25K
$47.2K
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.26KClosed |
$158K - $188K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3.58KNew |
$90.5K - $108K
|
3.58K
$135K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
63KNew |
$1.81M - $1.9M
|
63K
$2.38M
|
|
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-157Closed |
$4.51K - $4.72K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-575Closed |
$16.5K - $17.3K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-15.6KClosed |
$449K - $469K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
70KNew |
$2.01M - $2.11M
|
70K
$2.65M
|
|
|
Nov 14, 2018
Q3 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.04KClosed |
$30K - $31.4K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-84Closed |
$2.42K - $2.53K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-8.42KClosed |
$242K - $253K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-418KClosed |
$12M - $12.6M
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Seneca House Advisors
|
SELL
|
- |
-7.34KClosed |
$211K - $221K
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-190Closed |
$5.46K - $5.72K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Nov 18, 2022
Q2 2018
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-11.5KClosed |
$326K - $354K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-17.8KClosed |
$502K - $547K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-193Closed |
$5.46K - $5.94K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-1.31MClosed |
$37M - $40.3M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-72.4KClosed |
$2.05M - $2.23M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-97KClosed |
$2.74M - $2.98M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-994Closed |
$28.1K - $30.6K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-228KClosed |
$6.44M - $7M
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14.9KClosed |
$421K - $458K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Vicus Capital
State College, PA |
SELL
|
- |
-33.9KClosed |
$960K - $1.04M
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-22.3KClosed |
$629K - $685K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Destination Wealth Management
|
SELL
|
- |
-115Closed |
$3.25K - $3.54K
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Stone X Group Inc.
|
SELL
|
- |
-16.1KClosed |
$456K - $496K
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Central Bank & Trust CO
|
SELL
|
- |
-324Closed |
$9.16K - $9.97K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Keybank National Association
|
SELL
|
- |
-6.79KClosed |
$188K - $209K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Credit Agricole S A
|
SELL
|
- |
-90KClosed |
$2.49M - $2.78M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Mercer Investments LLC
|
SELL
|
- |
-795KClosed |
$22M - $24.5M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Mv Capital Management, Inc.
|
SELL
|
- |
-476Closed |
$13.2K - $14.7K
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-10.2KClosed |
$282K - $315K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.15KClosed |
$253K - $282K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-36Closed |
$997 - $1.11K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-40Closed |
$1.11K - $1.23K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Ledyard National Bank
|
SELL
|
- |
-205Closed |
$5.68K - $6.32K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-39.2KClosed |
$1.14M - $1.18M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.75KClosed |
$50.8K - $52.8K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-266KClosed |
$7.73M - $8.03M
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-259Closed |
$7.52K - $7.81K
|
0
$0
|
|
|
Feb 07, 2018
Q4 2017
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-13.5KClosed |
$393K - $409K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.77KNew |
$136K - $138K
|
4.77K
$180K
|
|
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
30.2KNew |
$864K - $873K
|
30.2K
$1.14M
|
|
|
Nov 13, 2017
Q3 2017
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-24.3KClosed |
$697K - $704K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 22, 2017
Q2 2017
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-670Closed |
N/A
|
0
$0
|
|