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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.1KNew |
$272K - $344K
|
10.1K
$347K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
9.71K+ 21.08% |
$262K - $331K
|
55.8K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.64K+ 5.81% |
$233K - $295K
|
158K
$5.42M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
8.24K+ 9.05% |
$222K - $281K
|
99.3K
$3.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.22K+ 39.09% |
$222K - $280K
|
29.3K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.39K+ 28.11% |
$200K - $252K
|
33.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.34K+ 52.88% |
$198K - $250K
|
21.2K
$730K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.06KNew |
$191K - $241K
|
7.06K
$243K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
7.05K+ 8.97% |
$190K - $240K
|
85.6K
$2.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.43K+ 11.35% |
$174K - $219K
|
63.1K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.42K+ 0.94% |
$173K - $219K
|
687K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.27K+ 15.73% |
$169K - $214K
|
46.1K
$1.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.76K+ 11.08% |
$156K - $196K
|
57.8K
$1.99M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.71K+ 17.07% |
$154K - $194K
|
39.1K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.58K+ 36.26% |
$151K - $190K
|
21K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.5K+ 26.2% |
$149K - $187K
|
26.5K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
5.1K+ 35.95% |
$138K - $174K
|
19.3K
$664K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.55K+ 2.6% |
$123K - $155K
|
179K
$6.17M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.42K+ 18.49% |
$119K - $151K
|
28.3K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.26KNew |
$115K - $145K
|
4.26K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.04K+ 6318.75% |
$109K - $138K
|
4.11K
$141K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.96K+ 18.73% |
$107K - $135K
|
25.1K
$865K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.8K+ 23.31% |
$102K - $129K
|
20.1K
$691K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
3.03K+ 7.87% |
$81.7K - $103K
|
41.5K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.64KNew |
$71.3K - $90K
|
2.64K
$90.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.55K+ 20.13% |
$69K - $87.1K
|
15.2K
$525K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.85K+ 5.72% |
$49.8K - $62.9K
|
34.1K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.68K+ 13.84% |
$45.3K - $57.1K
|
13.8K
$474K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.52KNew |
$41K - $51.8K
|
1.52K
$52.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.44K+ 4.52% |
$39K - $49.2K
|
33.4K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.41K+ 11.98% |
$38.1K - $48.1K
|
13.2K
$454K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.21K+ 10.09% |
$32.8K - $41.4K
|
13.2K
$456K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
973+ 0.66% |
$26.3K - $33.2K
|
148K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
859+ 9.33% |
$23.2K - $29.3K
|
10.1K
$346K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
848New |
$22.9K - $28.9K
|
848
$29.2K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
790+ 22.56% |
$21.3K - $26.9K
|
4.29K
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
715+ 6.13% |
$19.3K - $24.4K
|
12.4K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
506New |
$13.7K - $17.2K
|
506
$17.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
496New |
$13.4K - $16.9K
|
496
$17.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
481+ 5.02% |
$13K - $16.4K
|
10.1K
$346K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
473New |
$12.8K - $16.1K
|
473
$16.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
439+ 5.02% |
$11.9K - $15K
|
9.18K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
372+ 2.05% |
$10K - $12.7K
|
18.6K
$639K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
346New |
$9.34K - $11.8K
|
346
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
271+ 3.25% |
$7.32K - $9.24K
|
8.6K
$296K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
257+ 16.53% |
$6.94K - $8.76K
|
1.81K
$62.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
254New |
$6.86K - $8.66K
|
254
$8.74K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250+ 2.48% |
$6.75K - $8.52K
|
10.3K
$355K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
192+ 0.83% |
$5.18K - $6.55K
|
23.2K
$800K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
188+ 6.79% |
$5.08K - $6.41K
|
2.96K
$102K
|