Purchases and Sales Made in Q4 2021 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.71K+ 23.65% |
$160K - $171K
|
24.6K
$859K
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.75K+ 4.14% |
$127K - $136K
|
94.2K
$3.28M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.64K+ 21.05% |
$124K - $132K
|
20.9K
$730K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2.98KNew |
$101K - $108K
|
2.98K
$104K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.97K+ 0.33% |
$101K - $108K
|
903K
$31.5M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.97K+ 0.33% |
$101K - $108K
|
903K
$31.5M
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
2.86K+ 9.48% |
$97K - $104K
|
33K
$1.15M
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
2.42K+ 2.96% |
$82.1K - $87.8K
|
83.9K
$2.93M
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.38K+ 4.36% |
$80.9K - $86.5K
|
57K
$1.99M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.22K+ 12.76% |
$75.4K - $80.5K
|
19.6K
$683K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
2.02K+ 7.43% |
$68.8K - $73.5K
|
29.3K
$1.02M
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.94K+ 25.83% |
$66K - $70.6K
|
9.46K
$330K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 9.06% |
$64.1K - $68.5K
|
22.7K
$791K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.84K+ 5.71% |
$62.6K - $66.9K
|
34.1K
$1.19M
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
1.8K+ 0.78% |
$61K - $65.2K
|
233K
$8.13M
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.49K+ 1.3% |
$50.6K - $54.1K
|
116K
$4.05M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.48K+ 4.75% |
$50.2K - $53.7K
|
32.6K
$1.14M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.34K+ 5.27% |
$45.6K - $48.8K
|
26.8K
$935K
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 3.0% |
$38.6K - $41.3K
|
39K
$1.36M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.13K+ 12.04% |
$38.4K - $41.1K
|
10.5K
$367K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.06KNew |
$35.9K - $38.3K
|
1.06K
$36.8K
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
998+ 1.2% |
$33.9K - $36.3K
|
84.4K
$2.94M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
978+ 15.81% |
$33.2K - $35.5K
|
7.16K
$250K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
969New |
$32.9K - $35.2K
|
969
$33.8K
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
940+ 2.06% |
$32K - $34.2K
|
46.6K
$1.63M
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
800New |
$27.2K - $29.1K
|
800
$27.9K
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
751+ 1.7% |
$25.5K - $27.3K
|
44.9K
$1.57M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
737+ 7.78% |
$25.1K - $26.8K
|
10.2K
$356K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
658+ 0.23% |
$22.4K - $23.9K
|
284K
$9.89M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
649New |
$22.1K - $23.6K
|
649
$22.6K
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
479New |
$16.3K - $17.4K
|
479
$16.7K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
442+ 125.93% |
$15K - $16.1K
|
793
$27.7K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
402+ 56.07% |
$13.7K - $14.6K
|
1.12K
$39K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
366+ 1.56% |
$12.4K - $13.3K
|
23.9K
$833K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
339+ 3.08% |
$11.5K - $12.3K
|
11.4K
$396K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
338New |
$11.5K - $12.3K
|
338
$11.8K
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
257+ 0.73% |
$8.74K - $9.34K
|
35.5K
$1.24M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
181New |
$6.15K - $6.58K
|
181
$6.31K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
131+ 0.05% |
$4.45K - $4.76K
|
254K
$8.84M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
90+ 2.45% |
$3.06K - $3.27K
|
3.77K
$131K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
57+ 1.7% |
$1.94K - $2.07K
|
3.42K
$119K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46+ 0.21% |
$1.56K - $1.67K
|
21.4K
$748K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
42+ 0.37% |
$1.43K - $1.53K
|
11.5K
$400K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21+ 0.01% |
$714 - $763
|
157K
$5.49M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.51% |
$476 - $509
|
939
$32.7K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.8% |
$204 - $218
|
752
$26.2K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.9% |
$204 - $218
|
669
$23.3K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.01% |
$68 - $72.7
|
15.7K
$549K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$34 - $36.3
|
12.3K
$428K
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-9- 0.12% |
$306 - $327
|
7.74K
$270K
|