Purchases and Sales Made in Q2 2020 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2020
Q2 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.2M+ 130.97% |
$51.1M - $63.3M
|
3.88M
$140M
|
|
Aug 12, 2020
Q2 2020
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.2M+ 114.84% |
$51M - $63.1M
|
4.11M
$148M
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 107.88% |
$31.1M - $38.6M
|
2.58M
$93.4M
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
368K+ 111.19% |
$8.54M - $10.6M
|
699K
$25.3M
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
311K+ 760.74% |
$7.2M - $8.93M
|
351K
$12.7M
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
266K+ 250.94% |
$6.17M - $7.65M
|
372K
$13.5M
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
263K+ 259.05% |
$6.11M - $7.57M
|
365K
$13.2M
|
|
Aug 12, 2020
Q2 2020
|
Coldstream Capital Management Inc
|
BUY
|
- |
251K+ 15.75% |
$5.83M - $7.22M
|
1.85M
$66.8M
|
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
182K+ 13.11% |
$4.21M - $5.22M
|
1.57M
$56.6M
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
114KNew |
$2.65M - $3.28M
|
114K
$4.13M
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
103KNew |
$2.4M - $2.97M
|
103K
$3.74M
|
|
Aug 13, 2020
Q2 2020
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
94.1K+ 808.96% |
$2.18M - $2.7M
|
106K
$3.82M
|
|
Aug 12, 2020
Q2 2020
|
Founders Financial Securities LLC
|
BUY
|
- |
89.3K+ 479.08% |
$2.07M - $2.57M
|
108K
$3.9M
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
71.6K+ 18.12% |
$1.66M - $2.06M
|
467K
$16.9M
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
BUY
|
- |
67.4K+ 1306.06% |
$1.56M - $1.94M
|
72.6K
$2.62M
|
|
Aug 11, 2020
Q2 2020
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
42.7K+ 14.26% |
$991K - $1.23M
|
342K
$12.4M
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
BUY
|
- |
27.2K+ 15.59% |
$632K - $783K
|
202K
$7.29M
|
|
Aug 14, 2020
Q2 2020
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
24.8K+ 27.72% |
$575K - $713K
|
114K
$4.13M
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23.8K+ 2.85% |
$552K - $684K
|
860K
$31.1M
|
|
Dec 23, 2020
Q2 2020
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
20.2K+ 23.47% |
$468K - $580K
|
106K
$3.83M
|
|
Aug 13, 2020
Q2 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.6K+ 81.82% |
$269K - $333K
|
25.8K
$931K
|
|
Jul 22, 2020
Q2 2020
|
Highland Capital Management, LLC
|
BUY
|
- |
9.13KNew |
$212K - $262K
|
9.13K
$330K
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 13.41% |
$183K - $227K
|
66.8K
$2.42M
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.6K+ 9.11% |
$153K - $190K
|
79K
$2.86M
|
|
Aug 05, 2020
Q2 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.78K+ 15.47% |
$111K - $137K
|
35.7K
$1.29M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.64K+ 145.07% |
$108K - $133K
|
7.84K
$283K
|
|
Aug 11, 2020
Q2 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.62K+ 2.66% |
$60.7K - $75.2K
|
101K
$3.64M
|
|
Aug 14, 2020
Q2 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.57KNew |
$59.6K - $73.9K
|
2.57K
$92.9K
|
|
Jul 23, 2020
Q2 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
2.45K+ 6.24% |
$56.8K - $70.3K
|
41.7K
$1.51M
|
|
Aug 05, 2020
Q2 2020
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.97K+ 3.52% |
$45.8K - $56.7K
|
57.9K
$2.09M
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
1.84KNew |
$42.7K - $52.9K
|
1.84K
$66.5K
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.56KNew |
$36.3K - $44.9K
|
1.56K
$56.5K
|
|
Aug 07, 2020
Q2 2020
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
782+ 3.26% |
$18.1K - $22.5K
|
24.7K
$894K
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
745+ 1.34% |
$17.3K - $21.4K
|
56.4K
$2.04M
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
616+ 242.52% |
$14.3K - $17.7K
|
870
$31.4K
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
581+ 3.2% |
$13.5K - $16.7K
|
18.7K
$676K
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
490New |
$11.4K - $14.1K
|
490
$17.7K
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
465New |
$10.8K - $13.4K
|
465
$16.8K
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
BUY
|
- |
399New |
$9.26K - $11.5K
|
399
$14.4K
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
373+ 2.59% |
$8.65K - $10.7K
|
14.8K
$533K
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
296+ 7.46% |
$6.87K - $8.51K
|
4.27K
$154K
|
|
Jul 17, 2020
Q2 2020
|
Montecito Bank & Trust
|
BUY
|
- |
275+ 1.67% |
$6.38K - $7.9K
|
16.8K
$606K
|
|
Jul 08, 2020
Q2 2020
|
Riverview Trust CO
|
BUY
|
- |
220New |
$5.1K - $6.32K
|
220
$7.95K
|
|
Jul 21, 2020
Q2 2020
|
Investors Research Corp
|
BUY
|
- |
170New |
$3.94K - $4.89K
|
170
$6.14K
|
|
Aug 10, 2020
Q2 2020
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
129+ 0.36% |
$2.99K - $3.71K
|
36K
$1.3M
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
125+ 6.09% |
$2.9K - $3.59K
|
2.18K
$78.7K
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
119+ 0.09% |
$2.76K - $3.42K
|
140K
$5.06M
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
91New |
$2.11K - $2.62K
|
91
$3.29K
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
BUY
|
- |
69New |
$1.6K - $1.98K
|
69
$2.49K
|
|
Jul 10, 2020
Q2 2020
|
Larson Financial Group LLC
|
BUY
|
- |
6New |
$139 - $172
|
6
$217
|