Purchases and Sales Made in Q1 2022 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-387- 48.8% |
$12K - $13.9K
|
406
$14.8K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 43.94% |
$15.4K - $18K
|
638
$23.2K
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-511- 58.53% |
$15.8K - $18.4K
|
362
$13.2K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-524- 6.8% |
$16.2K - $18.8K
|
7.18K
$261K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-549- 1.38% |
$17K - $19.7K
|
39.1K
$1.42M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-565- 4.98% |
$17.4K - $20.3K
|
10.8K
$393K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-649Closed |
$20K - $23.3K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-830- 11.07% |
$25.6K - $29.8K
|
6.67K
$243K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-842- 10.89% |
$26K - $30.3K
|
6.89K
$251K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-868- 1.18% |
$26.8K - $31.2K
|
73K
$2.65M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-889- 94.68% |
$27.5K - $32K
|
50
$1.82K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-911- 2.8% |
$28.1K - $32.8K
|
31.7K
$1.15M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-940Closed |
$29K - $33.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-969Closed |
$29.9K - $34.8K
|
0
$0
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.02K- 18.15% |
$31.6K - $36.8K
|
4.61K
$168K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.04K- 3.23% |
$32K - $37.3K
|
31K
$1.13M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06KClosed |
$32.6K - $37.9K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.16K- 1.23% |
$35.8K - $41.6K
|
93K
$3.39M
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.23K- 3.72% |
$37.8K - $44.1K
|
31.7K
$1.15M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 10.67% |
$44.4K - $51.7K
|
12K
$438K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 10.67% |
$44.4K - $51.7K
|
12K
$438K
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-1.47K- 1.58% |
$45.4K - $52.9K
|
91.9K
$3.34M
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-1.58K- 0.68% |
$48.9K - $57K
|
232K
$8.42M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 1.79% |
$53.7K - $62.5K
|
95.6K
$3.48M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.8K- 6.73% |
$55.7K - $64.8K
|
25K
$910K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.25K- 1.71% |
$69.6K - $81.1K
|
130K
$4.72M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.3K- 8.57% |
$70.9K - $82.5K
|
24.5K
$891K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.38K- 25.19% |
$73.6K - $85.7K
|
7.08K
$258K
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.7K- 31.31% |
$83.3K - $97K
|
5.92K
$215K
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.81K- 23.78% |
$86.7K - $101K
|
9K
$327K
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-2.91K- 2.7% |
$89.8K - $105K
|
105K
$3.81M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-3.13K- 8.76% |
$96.5K - $112K
|
32.6K
$1.19M
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.27K- 20.35% |
$101K - $117K
|
12.8K
$465K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.69KClosed |
$176K - $205K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.76K- 2.73% |
$178K - $207K
|
205K
$7.47M
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-5.89K- 2.59% |
$182K - $212K
|
221K
$8.05M
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.91KClosed |
$182K - $212K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.94KClosed |
$183K - $213K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.33K- 5.53% |
$195K - $227K
|
108K
$3.93M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.69K- 58.27% |
$207K - $241K
|
4.79K
$174K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.85K- 6.49% |
$242K - $282K
|
113K
$4.12M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-8.15K- 43.7% |
$252K - $293K
|
10.5K
$382K
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.36K- 33.94% |
$258K - $301K
|
16.3K
$592K
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.7KClosed |
$269K - $313K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.41K- 13.17% |
$291K - $338K
|
62K
$2.26M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-10.2KClosed |
$315K - $367K
|
0
$0
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-11.8K- 84.23% |
$364K - $423K
|
2.21K
$80.2K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-12K- 5.16% |
$369K - $430K
|
220K
$8M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12K- 17.19% |
$370K - $431K
|
57.7K
$2.1M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.1K- 0.3% |
$405K - $472K
|
4.31M
$157M
|