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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
9KNew |
$323K - $350K
|
9K
$332K
|
|
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
$8.34K
|
|
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
$269K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$419K - $452K
|
12K
$443K
|
|
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
$1.48K
|
|
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
$2.4K
|
|
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
$5.02K
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10.3KClosed |
$270K - $326K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-745Closed |
$19.6K - $23.7K
|
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
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-213Closed |
$5.6K - $6.77K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-87.8KClosed |
$2.31M - $2.79M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44Closed |
$1.21K - $1.29K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-90Closed |
$2.47K - $2.63K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Allworth Financial LP
|
BUY
|
- |
739New |
$20.3K - $21.6K
|
739
$27.3K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-370Closed |
$10.1K - $10.8K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.13MClosed |
$70.9M - $92.4M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-7.74KClosed |
$175K - $228K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.57KClosed |
$217K - $282K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-23.2KClosed |
$525K - $684K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-200Closed |
$4.53K - $5.9K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-11KClosed |
$249K - $325K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-9Closed |
$204 - $265
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-11.8KClosed |
$267K - $348K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-471Closed |
$10.7K - $13.9K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-66Closed |
$1.49K - $1.95K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$266K - $347K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-137Closed |
$3.1K - $4.04K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-942Closed |
$21.3K - $27.8K
|
0
$0
|