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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.03K+ 25.59% |
$123K - $132K
|
19.8K
$856K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-254- 3.59% |
$7.98K - $8.31K
|
6.82K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-901- 4.54% |
$28.3K - $29.5K
|
19K
$820K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
984New |
$30.9K - $32.2K
|
984
$42.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.01KNew |
$31.6K - $32.9K
|
1.01K
$43.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
24.8KNew |
$780K - $812K
|
24.8K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.29KNew |
$198K - $206K
|
6.29K
$272K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
25.3KNew |
$794K - $826K
|
25.3K
$1.09M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-18.7K- 72.99% |
$587K - $612K
|
6.92K
$299K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.21KNew |
$149K - $165K
|
5.21K
$225K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
500New |
$14.3K - $15.9K
|
500
$21.6K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.25KNew |
$174K - $217K
|
6.25K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
40New |
$1.11K - $1.39K
|
40
$1.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
75New |
$2.08K - $2.61K
|
75
$3.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-214- 0.3% |
$5.94K - $7.45K
|
71.3K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
472New |
$13.1K - $16.4K
|
472
$20.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.6K+ 25.08% |
$351K - $439K
|
63K
$2.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.77K- 3.2% |
$49.1K - $61.4K
|
53.5K
$2.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-347- 44.49% |
$9.64K - $12.1K
|
433
$18.7K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-99.1K- 45.06% |
$2.75M - $3.45M
|
121K
$5.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$2.78K - $3.48K
|
100
$4.32K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.72K- 1.55% |
$136K - $158K
|
300K
$13M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-114- 0.67% |
$3.29K - $3.82K
|
17K
$733K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-156- 62.9% |
$4.5K - $5.23K
|
92
$3.98K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-52.7K- 80.58% |
$1.63M - $1.84M
|
12.7K
$549K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.48K- 8.57% |
$45.9K - $51.8K
|
15.8K
$684K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.6K- 66.52% |
$637K - $718K
|
10.4K
$447K
|
|
|
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
$30.3K
|
|
| Q1 2022 | |||||||
|
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
$951
|
|
|
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
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-28.4KClosed |
$871K - $1.09M
|
0
$0
|
|
|
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
$130
|
|
| Q4 2021 | |||||||
|
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
$389K
|
|
|
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 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
226New |
$8.1K - $8.8K
|
226
$9.77K
|
|
| 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
$316K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$419K - $452K
|
12K
$519K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.99KClosed |
$314K - $339K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.26KClosed |
$323K - $349K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-72- 64.29% |
$2.49K - $2.66K
|
40
$1.73K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.12KClosed |
$38.8K - $41.4K
|
0
$0
|
|