Latest Institutional Purchases of Ishares Currency Hedged Msci E (HEFA)
This list provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
245+ 3.35% |
$7.32K - $8.14K
|
7.55K
$273K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
238New |
$7.11K - $7.91K
|
238
$8.62K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
203New |
$6.07K - $6.75K
|
203
$7.35K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$3.05K - $3.39K
|
102
$3.69K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$598 - $665
|
20
$724
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12+ 2.51% |
$359 - $399
|
491
$17.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10+ 0.34% |
$299 - $332
|
2.99K
$108K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
25.1KNew |
$780K - $870K
|
25.1K
$910K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22.1KNew |
$685K - $763K
|
22.1K
$799K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16.8KNew |
$523K - $583K
|
16.8K
$610K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$400K - $446K
|
12.9K
$467K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.52K+ 12.7% |
$264K - $295K
|
75.6K
$2.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
6.99KNew |
$217K - $242K
|
6.99K
$253K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.61KNew |
$205K - $229K
|
6.61K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
869New |
$27K - $30.1K
|
869
$31.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
720New |
$22.3K - $24.9K
|
720
$26.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
403New |
$12.5K - $13.9K
|
403
$14.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
81New |
$2.51K - $2.8K
|
81
$2.93K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
29New |
$900 - $1K
|
29
$1.05K
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
66.5KNew |
$2.05M - $2.39M
|
66.5K
$2.41M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
8.1KNew |
$250K - $291K
|
8.1K
$293K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.8KNew |
$503K - $538K
|
14.8K
$536K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
800New |
$27.2K - $29.1K
|
800
$29K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
338New |
$11.5K - $12.3K
|
338
$12.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
257+ 0.73% |
$8.74K - $9.34K
|
35.5K
$1.28M
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
23.9K+ 119.79% |
$795K - $848K
|
43.8K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
20.4K+ 178.33% |
$680K - $725K
|
31.8K
$1.15M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.38KNew |
$46K - $49K
|
1.38K
$49.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
777+ 1.4% |
$25.9K - $27.6K
|
56.3K
$2.04M
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
9.02KNew |
$298K - $316K
|
9.02K
$327K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.5KNew |
$443K - $481K
|
14.5K
$526K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
114KNew |
$2.65M - $3.28M
|
114K
$4.14M
|
|
|
Jul 22, 2020
Q2 2020
|
Highland Capital Management, LLC
|
BUY
|
- |
9.13KNew |
$212K - $262K
|
9.13K
$331K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.64K+ 145.07% |
$108K - $133K
|
7.84K
$284K
|
|
|
Jul 21, 2020
Q2 2020
|
Investors Research Corp
|
BUY
|
- |
170New |
$3.94K - $4.89K
|
170
$6.16K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Grove Bank & Trust
|
BUY
|
- |
47.5KNew |
$1.32M - $1.43M
|
47.5K
$1.72M
|
|
| Q4 2018 | |||||||
|
Jan 31, 2019
Q4 2018
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3.58KNew |
$90.5K - $108K
|
3.58K
$130K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.25KNew |
$31.6K - $37.5K
|
1.25K
$45.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
70KNew |
$2.01M - $2.11M
|
70K
$2.53M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
63KNew |
$1.81M - $1.9M
|
63K
$2.28M
|
|
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
275+ 22.63% |
$7.91K - $8.27K
|
1.49K
$54K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
30.2KNew |
$864K - $873K
|
30.2K
$1.09M
|
|
|
Nov 15, 2017
Q3 2017
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.77KNew |
$136K - $138K
|
4.77K
$173K
|
|