Purchases and Sales Made in Q1 2025 in Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
145K+ 18.85% |
$3.83M - $4.2M
|
912K
$26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 43.28% |
$2.72M - $2.99M
|
341K
$9.73M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
95.9KNew |
$2.53M - $2.78M
|
95.9K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.5KNew |
$701K - $769K
|
26.5K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 21075.23% |
$607K - $666K
|
23.1K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17.6KNew |
$465K - $510K
|
17.6K
$501K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.7KNew |
$282K - $309K
|
10.7K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9.08K+ 5.52% |
$240K - $264K
|
174K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.7K+ 92.96% |
$230K - $252K
|
18.1K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.42KNew |
$223K - $244K
|
8.42K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.97KNew |
$211K - $231K
|
7.97K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.78K+ 2.52% |
$206K - $226K
|
316K
$9.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.75KNew |
$205K - $225K
|
7.75K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.74K+ 4.73% |
$125K - $137K
|
105K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.02K+ 15.5% |
$80K - $87.7K
|
22.5K
$643K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87K+ 7.02% |
$75.9K - $83.3K
|
43.8K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.66K+ 24.94% |
$70.2K - $77.1K
|
13.3K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 22.35% |
$68.4K - $75K
|
14.2K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.8K+ 0.48% |
$47.5K - $52.2K
|
375K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.55K+ 11938.46% |
$41K - $45K
|
1.57K
$44.6K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.18K+ 1.88% |
$31.3K - $34.3K
|
64.2K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22- 5.46% |
$582 - $638
|
381
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-123- 1.22% |
$3.25K - $3.57K
|
9.99K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-200- 1.99% |
$5.29K - $5.8K
|
9.87K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55K- 45.66% |
$41K - $45K
|
1.85K
$52.6K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3.15K- 91.85% |
$83.2K - $91.2K
|
279
$7.96K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.98K- 50.0% |
$105K - $116K
|
3.98K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.1K- 23.98% |
$109K - $119K
|
13K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.52K- 26.27% |
$252K - $276K
|
26.7K
$762K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.5K- 98.8% |
$278K - $305K
|
128
$3.65K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.7K- 4.3% |
$363K - $398K
|
305K
$8.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-13.7K- 95.95% |
$363K - $399K
|
580
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-36K- 79.76% |
$951K - $1.04M
|
9.13K
$260K
|