Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEFA)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) 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 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-6.39KClosed |
$211K - $224K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-53KClosed |
$1.75M - $1.86M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-250Closed |
$8.26K - $8.76K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-47Closed |
$1.55K - $1.65K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-13.8KClosed |
$421K - $457K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.56KClosed |
$261K - $283K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-13KClosed |
$395K - $429K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-7.66KClosed |
$233K - $253K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$45.7K - $49.7K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.5KNew |
$443K - $481K
|
14.5K
$499K
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-391K- 96.2% |
$11.9M - $13M
|
15.5K
$532K
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-24.2KClosed |
$739K - $802K
|
0
$0
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-600Closed |
$18.3K - $19.9K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.5KClosed |
$278K - $323K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.3K- 51.6% |
$352K - $409K
|
12.5K
$429K
|
|
Feb 09, 2021
Q4 2020
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-118KClosed |
$3.11M - $3.62M
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.38KClosed |
$89.3K - $104K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-495Closed |
$13.1K - $15.2K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-109KClosed |
$2.88M - $3.35M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-106KClosed |
$2.82M - $2.99M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-56.3KClosed |
$1.51M - $1.59M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-108KClosed |
$2.88M - $3.05M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-859Closed |
$23K - $24.3K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$31.4K - $33.3K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-1.1K- 6.55% |
$29.3K - $31K
|
15.7K
$539K
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$44.8K - $47.3K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-69Closed |
$1.84K - $1.95K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Riverview Trust CO
|
SELL
|
- |
-220Closed |
$5.88K - $6.22K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.64K+ 145.07% |
$108K - $133K
|
7.84K
$270K
|
|
Oct 20, 2020
Q2 2020
|
Schwab Charitable Fund
|
SELL
|
- |
-8.86KClosed |
$206K - $255K
|
0
$0
|
|
Sep 09, 2020
Q2 2020
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-10.6KClosed |
$245K - $304K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-267Closed |
$6.19K - $7.67K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.2KClosed |
$236K - $292K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
114KNew |
$2.65M - $3.28M
|
114K
$3.93M
|
|
Aug 13, 2020
Q2 2020
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10.6KClosed |
$245K - $304K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10.8KClosed |
$250K - $310K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$327K - $406K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-13.2KClosed |
$306K - $379K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-38.4KClosed |
$891K - $1.1M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Highland Capital Management, LLC
|
BUY
|
- |
9.13KNew |
$212K - $262K
|
9.13K
$314K
|
|
Jul 21, 2020
Q2 2020
|
Investors Research Corp
|
BUY
|
- |
170New |
$3.94K - $4.89K
|
170
$5.85K
|
|
Jul 15, 2020
Q2 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-421Closed |
$9.77K - $12.1K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33.3KClosed |
$707K - $1.05M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4Closed |
$84.9 - $126
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-37KClosed |
$786K - $1.16M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-576Closed |
$12.2K - $18.1K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-320KClosed |
$6.8M - $10.1M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.04KClosed |
$171K - $253K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-9.59KClosed |
$204K - $301K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.75KClosed |
$143K - $212K
|
0
$0
|