Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEEM)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEEM) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8.17KNew |
$204K - $246K
|
8.17K
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.41K+ 44.02% |
$85K - $103K
|
11.2K
$338K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
16.7KNew |
$442K - $484K
|
16.7K
$506K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.5K- 98.8% |
$278K - $305K
|
128
$3.87K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.8K+ 0.48% |
$47.5K - $52.2K
|
375K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-36K- 79.76% |
$951K - $1.04M
|
9.13K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 22.35% |
$68.4K - $75K
|
14.2K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.78K+ 2.52% |
$206K - $226K
|
316K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.7K+ 92.96% |
$230K - $252K
|
18.1K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
95.9KNew |
$2.53M - $2.78M
|
95.9K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9.08K+ 5.52% |
$240K - $264K
|
174K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.5KNew |
$701K - $769K
|
26.5K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.66K+ 24.94% |
$70.2K - $77.1K
|
13.3K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17.6KNew |
$465K - $510K
|
17.6K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 43.28% |
$2.72M - $2.99M
|
341K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.7K- 4.3% |
$363K - $398K
|
305K
$9.24M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22- 5.46% |
$582 - $638
|
381
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.18K+ 1.88% |
$31.3K - $34.3K
|
64.2K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-123- 1.22% |
$3.25K - $3.57K
|
9.99K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.52K- 26.27% |
$252K - $276K
|
26.7K
$809K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.1K- 23.98% |
$109K - $119K
|
13K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
145K+ 18.85% |
$3.83M - $4.2M
|
912K
$27.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87K+ 7.02% |
$75.9K - $83.3K
|
43.8K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.42KNew |
$223K - $244K
|
8.42K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.74K+ 4.73% |
$125K - $137K
|
105K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55K- 45.66% |
$41K - $45K
|
1.85K
$55.8K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3.15K- 91.85% |
$83.2K - $91.2K
|
279
$8.45K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.02K+ 15.5% |
$80K - $87.7K
|
22.5K
$682K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-200- 1.99% |
$5.29K - $5.8K
|
9.87K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.98K- 50.0% |
$105K - $116K
|
3.98K
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.55K+ 11938.46% |
$41K - $45K
|
1.57K
$47.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-13.7K- 95.95% |
$363K - $399K
|
580
$17.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23K- 99.52% |
$621K - $684K
|
111
$3.36K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$487 - $536
|
18
$545
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8K+ 307.93% |
$777K - $857K
|
38.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.1K- 61.89% |
$517K - $569K
|
11.8K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.4K+ 2.62% |
$200K - $220K
|
290K
$8.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63KNew |
$44.1K - $48.6K
|
1.63K
$49.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 44.41% |
$530K - $584K
|
24.6K
$743K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 1.65% |
$108 - $119
|
246
$7.45K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-113- 9.27% |
$3.05K - $3.37K
|
1.11K
$33.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
34+ 0.07% |
$919 - $1.01K
|
49K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
460New |
$12.4K - $13.7K
|
460
$13.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
14New |
$357 - $406
|
14
$424
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-491- 14.06% |
$12.5K - $14.2K
|
3K
$90.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$255 - $290
|
10
$303
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24New |
$612 - $695
|
24
$726
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-2.85K- 0.63% |
$72.8K - $82.7K
|
449K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193+ 1.86% |
$4.92K - $5.59K
|
10.6K
$321K
|
|