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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
99+ 0.46% |
$2.67K - $3.37K
|
21.4K
$738K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
69New |
$1.86K - $2.35K
|
69
$2.37K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$810 - $1.02K
|
30
$1.03K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27+ 0.03% |
$729 - $920
|
82.4K
$2.84M
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
17New |
$459 - $580
|
17
$585
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 12.31% |
$216 - $273
|
73
$2.51K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-32- 0.27% |
$864 - $1.09K
|
12K
$414K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-60- 0.4% |
$1.62K - $2.05K
|
14.9K
$514K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-156- 95.12% |
$4.21K - $5.32K
|
8
$275
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-165- 1.36% |
$4.46K - $5.62K
|
11.9K
$411K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-351- 86.45% |
$9.48K - $12K
|
55
$1.89K
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-360- 3.55% |
$9.72K - $12.3K
|
9.79K
$337K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-372- 2.9% |
$10K - $12.7K
|
12.4K
$428K
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-372- 4.55% |
$10K - $12.7K
|
7.8K
$268K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-379- 2.2% |
$10.2K - $12.9K
|
16.9K
$581K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-561- 40.13% |
$15.1K - $19.1K
|
837
$28.8K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-673- 58.98% |
$18.2K - $22.9K
|
468
$16.1K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.35K- 11.71% |
$36.5K - $46.1K
|
10.2K
$351K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.41K- 1.49% |
$38K - $48K
|
92.8K
$3.19M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.59K- 14.09% |
$42.9K - $54.2K
|
9.69K
$333K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.65K- 56.52% |
$44.6K - $56.3K
|
1.27K
$43.7K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.72K- 14.29% |
$46.5K - $58.7K
|
10.3K
$355K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.96KClosed |
$52.8K - $66.7K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.96K- 0.25% |
$53K - $66.9K
|
793K
$27.3M
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-2.19K- 0.99% |
$59.2K - $74.8K
|
219K
$7.54M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.33K- 8.8% |
$63K - $79.5K
|
24.2K
$832K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.5K- 7.16% |
$67.5K - $85.2K
|
32.4K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.95K- 98.33% |
$79.7K - $101K
|
50
$1.72K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.02K- 32.29% |
$108K - $137K
|
8.43K
$290K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-4.03K- 91.83% |
$109K - $137K
|
358
$12.3K
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-4.52K- 1.79% |
$122K - $154K
|
247K
$8.51M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.62K- 6.79% |
$125K - $157K
|
63.3K
$2.18M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.11K- 4.14% |
$165K - $208K
|
141K
$4.87M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.13K- 10.1% |
$166K - $209K
|
54.6K
$1.88M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.65K- 38.89% |
$180K - $227K
|
10.5K
$360K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.05K- 33.36% |
$217K - $274K
|
16.1K
$553K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.51K- 45.69% |
$230K - $290K
|
10.1K
$348K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.92K- 98.74% |
$241K - $304K
|
114
$3.92K
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-8.93K- 9.46% |
$241K - $304K
|
85.5K
$2.94M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10.1K- 23.45% |
$273K - $345K
|
33K
$1.14M
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.5K- 12.6% |
$285K - $359K
|
73.1K
$2.52M
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-11.3K- 20.64% |
$305K - $384K
|
43.4K
$1.49M
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-11.5K- 9.7% |
$311K - $393K
|
107K
$3.69M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.9K- 1.08% |
$322K - $407K
|
1.09M
$37.6M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.4K- 11.97% |
$362K - $457K
|
98.6K
$3.39M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-13.5K- 50.13% |
$364K - $460K
|
13.4K
$462K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-13.8K- 22.01% |
$374K - $472K
|
49K
$1.69M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.2K- 29.07% |
$384K - $485K
|
34.7K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-15.4K- 15.93% |
$417K - $526K
|
81.5K
$2.8M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16K- 18.47% |
$433K - $547K
|
70.8K
$2.44M
|