Purchases and Sales Made in Q2 2023 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.82M+ 48.11% |
$53.3M - $56.5M
|
5.59M
$193M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
780K+ 25.02% |
$22.9M - $24.2M
|
3.89M
$134M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
729KNew |
$21.4M - $22.6M
|
729K
$25.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
589K+ 1213.08% |
$17.3M - $18.3M
|
638K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
509K+ 26.36% |
$14.9M - $15.8M
|
2.44M
$84M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
482K+ 4.8% |
$14.1M - $15M
|
10.5M
$362M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
455K+ 50.41% |
$13.3M - $14.1M
|
1.36M
$46.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
442K+ 240.17% |
$13M - $13.8M
|
627K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
395KNew |
$11.6M - $12.3M
|
395K
$13.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
350KNew |
$10.3M - $10.9M
|
350K
$12M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
347K+ 35.11% |
$10.2M - $10.8M
|
1.33M
$45.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
218K+ 6057.76% |
$6.38M - $6.76M
|
221K
$7.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
200KNew |
$5.87M - $6.23M
|
200K
$6.89M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
171K+ 14.7% |
$5.02M - $5.32M
|
1.33M
$45.9M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
170KNew |
$4.99M - $5.28M
|
170K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
162KNew |
$4.74M - $5.02M
|
162K
$5.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.7K+ 0.79% |
$2.34M - $2.48M
|
10.2M
$352M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.6K+ 17.19% |
$2.07M - $2.19M
|
481K
$16.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.3K+ 22.69% |
$1.3M - $1.38M
|
239K
$8.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
44.1K+ 11.98% |
$1.29M - $1.37M
|
412K
$14.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
37.2K+ 54.19% |
$1.09M - $1.16M
|
106K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
37K+ 39.87% |
$1.09M - $1.15M
|
130K
$4.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1K+ 208.29% |
$999K - $1.06M
|
50.4K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.2K+ 10.61% |
$973K - $1.03M
|
346K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
31.7KNew |
$929K - $985K
|
31.7K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.3K+ 161.34% |
$918K - $973K
|
50.7K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.7K+ 14.36% |
$900K - $954K
|
244K
$8.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.5K+ 3.76% |
$894K - $947K
|
842K
$29M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
29.9K+ 6.89% |
$877K - $930K
|
464K
$16M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
29.9KNew |
$877K - $930K
|
29.9K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 49.81% |
$842K - $893K
|
86.4K
$2.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.6K+ 348.45% |
$839K - $890K
|
36.8K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$839K - $889K
|
28.6K
$984K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28KNew |
$821K - $870K
|
28K
$963K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
25.7KNew |
$754K - $799K
|
25.7K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
24K+ 2.64% |
$704K - $746K
|
932K
$32.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.7K+ 2.67% |
$637K - $675K
|
834K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.6K+ 84.61% |
$605K - $641K
|
45K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.4KNew |
$598K - $633K
|
20.4K
$701K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
18.4K+ 20.54% |
$539K - $572K
|
108K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.8K+ 65.43% |
$522K - $554K
|
45.1K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.7K+ 1.42% |
$490K - $520K
|
1.19M
$41M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.9K+ 1.2% |
$436K - $463K
|
1.26M
$43.2M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
13.9K+ 148.97% |
$407K - $431K
|
23.2K
$798K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 13.6% |
$393K - $417K
|
112K
$3.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13KNew |
$381K - $404K
|
13K
$447K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.4KNew |
$335K - $355K
|
11.4K
$394K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$331K - $351K
|
11.3K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
11.3K+ 2.59% |
$331K - $351K
|
447K
$15.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$328K - $348K
|
11.2K
$386K
|