Purchases and Sales Made in Q4 2019 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q4 2019. 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, 2020
Q4 2019
|
Savant Capital, LLC
|
BUY
|
- |
6.68KNew |
$194K - $210K
|
6.68K
$241K
|
|
Jan 29, 2020
Q4 2019
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.47K+ 18.72% |
$187K - $203K
|
41K
$1.48M
|
|
Feb 10, 2020
Q4 2019
|
Cypress Capital, LLC
|
BUY
|
- |
6.47K+ 2.88% |
$187K - $203K
|
231K
$8.35M
|
|
Feb 06, 2020
Q4 2019
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.02K+ 26.99% |
$174K - $189K
|
28.3K
$1.02M
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.86K+ 1.53% |
$141K - $152K
|
322K
$11.6M
|
|
Feb 07, 2020
Q4 2019
|
Ckw Financial Group
|
BUY
|
- |
4.45K+ 5.29% |
$129K - $140K
|
88.5K
$3.2M
|
|
Feb 12, 2020
Q4 2019
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.96K+ 2.46% |
$115K - $124K
|
165K
$5.95M
|
|
Feb 18, 2020
Q4 2019
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 28.14% |
$97.8K - $106K
|
15.4K
$555K
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.2K+ 24.04% |
$92.6K - $100K
|
16.5K
$596K
|
|
Feb 13, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.58K+ 607.78% |
$74.7K - $80.9K
|
3K
$108K
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.04KNew |
$59K - $63.9K
|
2.04K
$73.6K
|
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.91KNew |
$55.3K - $59.9K
|
1.91K
$69K
|
|
Feb 21, 2020
Q4 2019
|
Procyon Advisors, LLC
|
BUY
|
- |
1.68KNew |
$48.5K - $52.6K
|
1.68K
$60.5K
|
|
Feb 07, 2020
Q4 2019
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.66K+ 8.25% |
$48K - $52K
|
21.8K
$786K
|
|
Feb 12, 2020
Q4 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.56K+ 1.13% |
$45.3K - $49.1K
|
140K
$5.05M
|
|
Feb 05, 2020
Q4 2019
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.19KNew |
$34.5K - $37.3K
|
1.19K
$43K
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.17K+ 7.45% |
$33.9K - $36.7K
|
16.9K
$609K
|
|
Feb 12, 2020
Q4 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.1KNew |
$31.7K - $34.4K
|
1.1K
$39.6K
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.07K+ 6.45% |
$30.9K - $33.4K
|
17.6K
$635K
|
|
Feb 05, 2020
Q4 2019
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
955+ 1.72% |
$27.7K - $30K
|
56.3K
$2.04M
|
|
Feb 04, 2020
Q4 2019
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
848New |
$24.6K - $26.6K
|
848
$30.6K
|
|
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
722+ 46.28% |
$20.9K - $22.7K
|
2.28K
$82.5K
|
|
Feb 14, 2020
Q4 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
576New |
$16.7K - $18.1K
|
576
$20.8K
|
|
Feb 10, 2020
Q4 2019
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
549+ 4.24% |
$15.9K - $17.2K
|
13.5K
$488K
|
|
Feb 10, 2020
Q4 2019
|
Western Wealth Management, LLC
|
BUY
|
- |
533+ 6.01% |
$15.4K - $16.7K
|
9.4K
$340K
|
|
Feb 21, 2020
Q4 2019
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
477+ 5.24% |
$13.8K - $15K
|
9.57K
$346K
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
438+ 1.11% |
$12.7K - $13.7K
|
39.9K
$1.44M
|
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
435+ 5.38% |
$12.6K - $13.7K
|
8.52K
$308K
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
424New |
$12.3K - $13.3K
|
424
$15.3K
|
|
Feb 03, 2020
Q4 2019
|
Atticus Wealth Management, LLC
|
BUY
|
- |
416New |
$12.1K - $13.1K
|
416
$15K
|
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
415+ 2.97% |
$12K - $13K
|
14.4K
$521K
|
|
Jan 31, 2020
Q4 2019
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
347+ 2.12% |
$10.1K - $10.9K
|
16.7K
$603K
|
|
Jan 16, 2020
Q4 2019
|
Affiance Financial, LLC
|
BUY
|
- |
327New |
$9.47K - $10.3K
|
327
$11.8K
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
324+ 1.41% |
$9.39K - $10.2K
|
23.3K
$841K
|
|
Feb 10, 2020
Q4 2019
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
318+ 2.72% |
$9.21K - $9.98K
|
12K
$434K
|
|
Feb 13, 2020
Q4 2019
|
First Heartland Consultants, Inc.
|
BUY
|
- |
302+ 0.87% |
$8.75K - $9.48K
|
35.1K
$1.27M
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
234+ 31.2% |
$6.78K - $7.34K
|
984
$35.6K
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
229New |
$6.63K - $7.19K
|
229
$8.28K
|
|
Jan 30, 2020
Q4 2019
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
154+ 0.34% |
$4.46K - $4.83K
|
45.7K
$1.65M
|
|
Feb 13, 2020
Q4 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
150+ 1.51% |
$4.35K - $4.71K
|
10.1K
$365K
|
|
Jan 23, 2020
Q4 2019
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 5.13% |
$2.49K - $2.7K
|
1.76K
$63.7K
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
85+ 0.85% |
$2.46K - $2.67K
|
10.1K
$364K
|
|
Feb 11, 2020
Q4 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
74+ 3.23% |
$2.14K - $2.32K
|
2.37K
$85.5K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74+ 0.42% |
$2.14K - $2.32K
|
17.8K
$645K
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
47+ 2.21% |
$1.36K - $1.47K
|
2.18K
$78.7K
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
40+ 0.54% |
$1.16K - $1.26K
|
7.51K
$271K
|
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17+ 3.47% |
$492 - $533
|
507
$18.3K
|
|
Jan 13, 2020
Q4 2019
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
4New |
$116 - $126
|
4
$145
|
|
Jan 06, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.0% |
$29 - $31.4
|
101
$3.65K
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|