Latest Institutional Transactions on Ishares Currency Hedged Msci J (HEWJ)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci J (HEWJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.2K- 34.6% |
$110K - $123K
|
7.94K
$333K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.55K+ 19.71% |
$40.4K - $45.1K
|
9.38K
$394K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$522 - $584
|
20
$840
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
701New |
$18.3K - $28.7K
|
701
$29.4K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.6KNew |
$41.9K - $65.6K
|
1.6K
$67.2K
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
167K+ 34.7% |
$4.37M - $6.84M
|
648K
$27.2M
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1.26K+ 6.97% |
$32.9K - $51.5K
|
19.3K
$810K
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
32.6K+ 38.07% |
$854K - $1.34M
|
118K
$4.97M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
101+ 30.7% |
$2.64K - $4.14K
|
430
$18.1K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
125New |
$4.61K - $5K
|
125
$5.25K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.44KNew |
$348K - $377K
|
9.44K
$396K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-226- 8.12% |
$8.34K - $9.04K
|
2.56K
$107K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80New |
$2.95K - $3.2K
|
80
$3.36K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8.22KNew |
$299K - $324K
|
8.22K
$345K
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
13.8KNew |
$502K - $544K
|
13.8K
$580K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
411New |
$14.9K - $16.2K
|
411
$17.3K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60.5KClosed |
$2.2M - $2.38M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13.8KClosed |
$503K - $546K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-5.17KClosed |
$179K - $210K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-71KClosed |
$2.46M - $2.88M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-99.8KClosed |
$3.45M - $4.04M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-15.2KClosed |
$527K - $617K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-6.62KClosed |
$229K - $268K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
939New |
$32.5K - $38.1K
|
939
$39.4K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-3.35K- 14.31% |
$116K - $136K
|
20.1K
$842K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.25KClosed |
$182K - $213K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1- 0.23% |
$34.6 - $40.5
|
434
$18.2K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
60New |
$2.08K - $2.43K
|
60
$2.52K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
100New |
$3.46K - $4.05K
|
100
$4.2K
|
|
Q4 2021 | |||||||
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
949+ 90.29% |
$36.3K - $39.1K
|
2K
$84K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-143Closed |
$5.47K - $5.9K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-10KClosed |
$382K - $412K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 1.85% |
$38.2 - $41.2
|
55
$2.31K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.7K- 58.62% |
$63.3K - $71K
|
1.2K
$50.4K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
154New |
$5.67K - $6.1K
|
154
$6.46K
|
|
Aug 13, 2021
Q2 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-10KClosed |
$368K - $396K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-18KClosed |
$662K - $712K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-251- 79.68% |
$9.25K - $9.94K
|
64
$2.69K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.5KClosed |
$478K - $534K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Marketfield Asset Management LLC
|
SELL
|
- |
-92.2KClosed |
$3.26M - $3.64M
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-80- 28.57% |
$2.83K - $3.16K
|
200
$8.4K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Credit Agricole S A
|
SELL
|
- |
-2.38KClosed |
$73.9K - $85.2K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-85Closed |
$2.64K - $3.05K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112Closed |
$3.48K - $4.02K
|
0
$0
|
|
Q3 2020 | |||||||
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-801- 16.68% |
$23.6K - $25.8K
|
4K
$168K
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-466Closed |
$13.7K - $15K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$29.5 - $32.3
|
13.6K
$570K
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-63Closed |
$1.86K - $2.03K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$348K - $433K
|
0
$0
|