Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEZU)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEZU) 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-52.7K- 80.58% |
$1.63M - $1.84M
|
12.7K
$464K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.48K- 8.57% |
$45.9K - $51.8K
|
15.8K
$578K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.6K- 66.52% |
$637K - $718K
|
10.4K
$378K
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-61.4KClosed |
$1.9M - $2.14M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-36.6KClosed |
$1.13M - $1.28M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-407Closed |
$12.6K - $14.2K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-4K- 85.11% |
$124K - $140K
|
700
$25.6K
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.51KClosed |
$169K - $212K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-76Closed |
$2.33K - $2.92K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-6.33KClosed |
$194K - $243K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-28- 56.0% |
$858 - $1.08K
|
22
$803
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-86.4KClosed |
$2.65M - $3.32M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 3.39% |
$459 - $577
|
457
$16.7K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-28.4KClosed |
$871K - $1.09M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.4K- 1.88% |
$73.5K - $92.3K
|
125K
$4.57M
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-5.69KClosed |
$174K - $219K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$91.9 - $115
|
3
$110
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20Closed |
$717 - $779
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-694Closed |
$24.9K - $27K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
9KNew |
$323K - $350K
|
9K
$329K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.62KClosed |
$201K - $219K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-806Closed |
$28.9K - $31.4K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-78Closed |
$2.8K - $3.04K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
226New |
$8.1K - $8.8K
|
226
$8.25K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-14.8KClosed |
$516K - $556K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
500+ 7.35% |
$17.5K - $18.8K
|
7.3K
$266K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$419K - $452K
|
12K
$438K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.26KClosed |
$323K - $349K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.99KClosed |
$314K - $339K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-72- 64.29% |
$2.49K - $2.66K
|
40
$1.46K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.12KClosed |
$38.8K - $41.4K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.7KClosed |
$58.8K - $62.7K
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-63Closed |
$1.95K - $2.16K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-70Closed |
$2.16K - $2.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.24KClosed |
$224K - $248K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-419Closed |
$12.9K - $14.4K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.69KClosed |
$52.2K - $57.9K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.35KClosed |
$41.7K - $46.3K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-94.6KClosed |
$2.92M - $3.24M
|
0
$0
|
|
Q4 2020 | |||||||
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65New |
$1.71K - $2.07K
|
65
$2.37K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-62.8KClosed |
$1.65M - $2M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-19.8KClosed |
$520K - $628K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Credit Agricole S A
|
SELL
|
- |
-5.31KClosed |
$140K - $169K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-216- 61.36% |
$5.68K - $6.87K
|
136
$4.96K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-745Closed |
$19.6K - $23.7K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10.3KClosed |
$270K - $326K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.9KClosed |
$50K - $60.4K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.38KClosed |
$36.3K - $43.9K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-34.5KClosed |
$907K - $1.1M
|
0
$0
|