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 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.7K- 42.32% |
$451K - $569K
|
22.7K
$783K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24.9K- 3.92% |
$673K - $849K
|
611K
$21M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-30.7KClosed |
$828K - $1.04M
|
0
$0
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-33.2K- 13.49% |
$895K - $1.13M
|
213K
$7.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-36.1K- 7.46% |
$976K - $1.23M
|
448K
$15.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.8K- 8.75% |
$1.07M - $1.36M
|
415K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52.9K- 70.02% |
$1.43M - $1.8M
|
22.6K
$779K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-53.1K- 74.11% |
$1.43M - $1.81M
|
18.5K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-57.8K- 29.38% |
$1.56M - $1.97M
|
139K
$4.78M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-58K- 7.51% |
$1.57M - $1.98M
|
714K
$24.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-70.5K- 88.48% |
$1.9M - $2.4M
|
9.18K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70.7K- 88.51% |
$1.91M - $2.41M
|
9.18K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-73K- 24.85% |
$1.97M - $2.49M
|
221K
$7.6M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-73K- 24.85% |
$1.97M - $2.49M
|
221K
$7.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-115K- 30.1% |
$3.11M - $3.92M
|
267K
$9.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-133K- 37.72% |
$3.6M - $4.54M
|
220K
$7.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-205K- 39.82% |
$5.54M - $7M
|
310K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-353K- 69.69% |
$9.52M - $12M
|
153K
$5.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-397K- 97.27% |
$10.7M - $13.5M
|
11.1K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-443K- 81.74% |
$12M - $15.1M
|
99K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-505K- 25.37% |
$13.6M - $17.2M
|
1.49M
$51.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-689K- 74.46% |
$18.6M - $23.5M
|
236K
$8.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-924K- 9.33% |
$24.9M - $31.5M
|
8.98M
$309M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.28M- 30.44% |
$34.6M - $43.7M
|
2.93M
$101M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-1.96M- 74.29% |
$52.9M - $66.8M
|
678K
$23.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.28M- 99.59% |
$61.6M - $77.8M
|
9.41K
$324K
|