Purchases and Sales Made in Q1 2023 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.34MNew |
$36.8M - $39.8M
|
1.34M
$46.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.16M+ 12.95% |
$32M - $34.5M
|
10.1M
$349M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.06M+ 11.83% |
$29.2M - $31.5M
|
10M
$345M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.04M+ 857.47% |
$28.6M - $30.9M
|
1.16M
$40M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
989K+ 2.5% |
$27.2M - $29.3M
|
40.5M
$1.39B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
989K+ 2.5% |
$27.2M - $29.3M
|
40.5M
$1.39B
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
582KNew |
$16M - $17.3M
|
582K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
446K+ 30.03% |
$12.3M - $13.2M
|
1.93M
$66.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
434KNew |
$11.9M - $12.9M
|
434K
$15M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
408KNew |
$11.2M - $12.1M
|
408K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
403K+ 11.93% |
$11.1M - $11.9M
|
3.78M
$130M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
300K+ 43.73% |
$8.25M - $8.91M
|
987K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
246K+ 13.9% |
$6.77M - $7.3M
|
2.02M
$69.5M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
225K+ 33.13% |
$6.17M - $6.66M
|
903K
$31.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
208K+ 21.45% |
$5.7M - $6.15M
|
1.18M
$40.5M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
186K+ 6.34% |
$5.1M - $5.51M
|
3.12M
$107M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
170K+ 1233.75% |
$4.68M - $5.05M
|
184K
$6.34M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
167K+ 55.78% |
$4.58M - $4.95M
|
466K
$16M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103KNew |
$2.82M - $3.05M
|
103K
$3.54M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97.8K+ 154.38% |
$2.69M - $2.9M
|
161K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.4K+ 31.05% |
$2.65M - $2.86M
|
407K
$14M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
95.1K+ 183.96% |
$2.61M - $2.82M
|
147K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
93K+ 42.26% |
$2.55M - $2.76M
|
313K
$10.8M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
92.9KNew |
$2.55M - $2.75M
|
92.9K
$3.2M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
85.7KNew |
$2.35M - $2.54M
|
85.7K
$2.95M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
67.4K+ 14.69% |
$1.85M - $2M
|
526K
$18.1M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
64.7KNew |
$1.78M - $1.92M
|
64.7K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.2K+ 39.25% |
$1.65M - $1.79M
|
214K
$7.35M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
57.3KNew |
$1.57M - $1.7M
|
57.3K
$1.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
56.4K+ 65.89% |
$1.55M - $1.67M
|
142K
$4.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
54KNew |
$1.48M - $1.6M
|
54K
$1.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
48.9KNew |
$1.34M - $1.45M
|
48.9K
$1.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 14.64% |
$1.34M - $1.44M
|
381K
$13.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
45.1KNew |
$1.24M - $1.34M
|
45.1K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
44.5K+ 13.75% |
$1.22M - $1.32M
|
368K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39.3K+ 2584.92% |
$1.08M - $1.16M
|
40.8K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
35.2KNew |
$967K - $1.04M
|
35.2K
$1.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
29.2K+ 145.3% |
$801K - $865K
|
49.2K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.6K+ 280.23% |
$785K - $847K
|
38.8K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.4K+ 13.59% |
$779K - $841K
|
237K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.9K+ 44.29% |
$768K - $829K
|
91K
$3.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
27.3KNew |
$751K - $810K
|
27.3K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.2KNew |
$748K - $808K
|
27.2K
$937K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$682K - $736K
|
24.8K
$854K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.8K+ 100.1% |
$625K - $675K
|
45.5K
$1.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
21.9K+ 165.56% |
$602K - $650K
|
35.2K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.3KNew |
$584K - $631K
|
21.3K
$732K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.2K+ 93.19% |
$554K - $598K
|
41.8K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.2K+ 2.42% |
$528K - $570K
|
812K
$28M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
18.9K+ 2.76% |
$519K - $560K
|
704K
$24.2M
|