Purchases and Sales Made in Q1 2025 in Ishares Currency Hedged Msci E (HEZU)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEZU) 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 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.26MNew |
$260M - $296M
|
7.26M
$296M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
523KNew |
$18.8M - $21.3M
|
523K
$21.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
344KNew |
$12.3M - $14M
|
344K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
159K+ 129.35% |
$5.71M - $6.48M
|
282K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.3K+ 40.96% |
$1.77M - $2.01M
|
170K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.9K+ 22.13% |
$1.75M - $1.99M
|
270K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.7KNew |
$1.67M - $1.9M
|
46.7K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.5K+ 26.4% |
$1.16M - $1.32M
|
155K
$6.34M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26KNew |
$931K - $1.06M
|
26K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.9KNew |
$857K - $973K
|
23.9K
$975K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.1K+ 1177.95% |
$756K - $859K
|
22.9K
$933K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.3KNew |
$550K - $625K
|
15.3K
$625K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.9KNew |
$462K - $524K
|
12.9K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.4KNew |
$444K - $504K
|
12.4K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.9KNew |
$426K - $484K
|
11.9K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.7KNew |
$420K - $477K
|
11.7K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.32KNew |
$298K - $339K
|
8.32K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.17KNew |
$293K - $333K
|
8.17K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.86KNew |
$282K - $320K
|
7.86K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
7.68KNew |
$275K - $313K
|
7.68K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.06KNew |
$253K - $287K
|
7.06K
$288K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.56K+ 2.29% |
$235K - $267K
|
292K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.58KNew |
$200K - $227K
|
5.58K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.57KNew |
$200K - $227K
|
5.57K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.46KNew |
$196K - $222K
|
5.46K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.25KNew |
$117K - $133K
|
3.25K
$133K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.83K+ 7.43% |
$101K - $115K
|
40.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.31K+ 4.68% |
$82.8K - $94K
|
51.6K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.19K+ 13.86% |
$42.7K - $48.5K
|
9.79K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
888+ 2.78% |
$31.8K - $36.2K
|
32.8K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
751+ 3.68% |
$26.9K - $30.6K
|
21.2K
$864K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
632+ 3.48% |
$22.7K - $25.7K
|
18.8K
$767K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
495+ 2.28% |
$17.7K - $20.2K
|
22.2K
$904K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
489New |
$17.5K - $19.9K
|
489
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
221+ 5.93% |
$7.92K - $9K
|
3.95K
$161K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
215+ 1.66% |
$7.71K - $8.75K
|
13.1K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
164New |
$5.88K - $6.68K
|
164
$6.69K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
146New |
$5.23K - $5.95K
|
146
$5.95K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$3.12K - $3.54K
|
87
$3.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
87New |
$3.12K - $3.54K
|
87
$3.55K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
57+ 10.84% |
$2.04K - $2.32K
|
583
$23.8K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56+ 0.46% |
$2.01K - $2.28K
|
12.3K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5- 0.92% |
$179 - $204
|
537
$21.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 12.0% |
$215 - $244
|
44
$1.79K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-107- 1.0% |
$3.84K - $4.36K
|
10.6K
$433K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-152- 1.83% |
$5.45K - $6.19K
|
8.18K
$333K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-235- 3.74% |
$8.42K - $9.57K
|
6.04K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-342- 26.57% |
$12.3K - $13.9K
|
945
$38.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-561- 1.36% |
$20.1K - $22.8K
|
40.6K
$1.66M
|