Purchases and Sales Made in Q4 2022 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.13M+ 8.59% |
$84.4M - $107M
|
39.5M
$1.36B
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.13M+ 8.59% |
$84.4M - $107M
|
39.5M
$1.36B
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.38M+ 69.16% |
$37.2M - $47M
|
3.37M
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.33MNew |
$35.9M - $45.3M
|
1.33M
$45.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
684K+ 62.76% |
$18.5M - $23.3M
|
1.77M
$61M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
625K+ 56.56% |
$16.9M - $21.3M
|
1.73M
$59.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
531K+ 71.27% |
$14.3M - $18.1M
|
1.28M
$44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
482K+ 99.38% |
$13M - $16.4M
|
968K
$33.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
474K+ 1062.1% |
$12.8M - $16.2M
|
519K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
329K+ 3.81% |
$8.89M - $11.2M
|
8.97M
$309M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
317K+ 20.6% |
$8.55M - $10.8M
|
1.85M
$63.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
260K+ 127.92% |
$7.03M - $8.87M
|
464K
$16M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
209KNew |
$5.63M - $7.11M
|
209K
$7.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
203K+ 299.16% |
$5.47M - $6.9M
|
270K
$9.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
158K+ 90.94% |
$4.28M - $5.4M
|
333K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120K+ 67.17% |
$3.25M - $4.1M
|
299K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.6K+ 13.1% |
$2.61M - $3.29M
|
834K
$28.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
95.3K+ 16.16% |
$2.57M - $3.25M
|
685K
$23.6M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
92.8K+ 323.43% |
$2.51M - $3.16M
|
122K
$4.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
84.4KNew |
$2.28M - $2.88M
|
84.4K
$2.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
58.9KNew |
$1.59M - $2.01M
|
58.9K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
52.8K+ 13.02% |
$1.43M - $1.8M
|
459K
$15.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
51.7KNew |
$1.4M - $1.76M
|
51.7K
$1.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
48.2K+ 54.78% |
$1.3M - $1.64M
|
136K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.2KNew |
$1.27M - $1.61M
|
47.2K
$1.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
BUY
|
- |
46.4K+ 16.73% |
$1.25M - $1.58M
|
324K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
44.2KNew |
$1.19M - $1.51M
|
44.2K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.8K+ 68.25% |
$1.18M - $1.49M
|
108K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43.5KNew |
$1.17M - $1.48M
|
43.5K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
40.1K+ 5.64% |
$1.08M - $1.37M
|
751K
$25.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
38.2K+ 12.88% |
$1.03M - $1.3M
|
335K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
36.4K+ 4.99% |
$983K - $1.24M
|
766K
$26.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
29.5KNew |
$797K - $1.01M
|
29.5K
$1.02M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
28.5K+ 181.66% |
$768K - $970K
|
44.1K
$1.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
28.2KNew |
$760K - $960K
|
28.2K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24KNew |
$647K - $817K
|
24K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.6KNew |
$584K - $738K
|
21.6K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20.6KNew |
$556K - $702K
|
20.6K
$709K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.6KNew |
$502K - $634K
|
18.6K
$640K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
18.1K+ 47.04% |
$489K - $617K
|
56.6K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
17.2K+ 43.65% |
$464K - $586K
|
56.6K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.9K+ 812.33% |
$402K - $508K
|
16.7K
$576K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
13.8KNew |
$373K - $471K
|
13.8K
$475K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.7K+ 34.78% |
$369K - $467K
|
53K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
12.6K+ 26.71% |
$341K - $430K
|
59.9K
$2.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.3K+ 23.2% |
$333K - $420K
|
65.4K
$2.25M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
12.2K+ 16.94% |
$330K - $417K
|
84.4K
$2.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.3K+ 112.14% |
$306K - $387K
|
21.5K
$738K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11.2KNew |
$303K - $382K
|
11.2K
$386K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.5KNew |
$284K - $358K
|
10.5K
$361K
|