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
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.02K- 8.93% |
$176K - $187K
|
61.4K
$2.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-6.06K- 6.09% |
$178K - $188K
|
93.4K
$3.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.12K- 2.58% |
$179K - $190K
|
231K
$7.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.76K- 31.76% |
$198K - $210K
|
14.5K
$500K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.93K- 0.02% |
$203K - $215K
|
40.5M
$1.39B
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.93K- 0.02% |
$203K - $215K
|
40.5M
$1.39B
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.63K- 1.23% |
$224K - $237K
|
614K
$21.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.92K- 9.88% |
$232K - $246K
|
72.2K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.53K- 2.33% |
$279K - $296K
|
399K
$13.7M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-10K- 90.92% |
$294K - $311K
|
1K
$34.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.7K- 35.6% |
$314K - $333K
|
19.4K
$667K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-11.9K- 3.78% |
$349K - $370K
|
304K
$10.5M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-13.2K- 38.77% |
$386K - $409K
|
20.8K
$715K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16.1K- 9.01% |
$472K - $500K
|
162K
$5.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.6K- 62.04% |
$486K - $515K
|
10.1K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.6K- 1.07% |
$632K - $670K
|
2M
$68.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-22.8K- 56.01% |
$670K - $710K
|
17.9K
$617K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.2K- 6.56% |
$769K - $816K
|
374K
$12.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26.9K- 29.56% |
$789K - $836K
|
64.1K
$2.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.7K- 71.51% |
$813K - $862K
|
11K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-40.5K- 6.15% |
$1.19M - $1.26M
|
618K
$21.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.8K- 18.7% |
$1.49M - $1.58M
|
221K
$7.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-68.9K- 14.78% |
$2.02M - $2.14M
|
397K
$13.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-76.1K- 19.97% |
$2.23M - $2.37M
|
305K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-77.7K- 48.22% |
$2.28M - $2.41M
|
83.4K
$2.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-107K- 6.96% |
$3.15M - $3.33M
|
1.43M
$49.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-157K- 26.94% |
$4.6M - $4.87M
|
425K
$14.6M
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-198K- 98.82% |
$5.8M - $6.14M
|
2.36K
$81.2K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-576K- 76.25% |
$16.9M - $17.9M
|
179K
$6.17M
|