Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEFA)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) 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 |
---|---|---|---|---|---|---|---|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
104+ 0.55% |
$3.58K - $3.73K
|
19.2K
$715K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.9KNew |
$410K - $427K
|
11.9K
$444K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27.3KNew |
$940K - $980K
|
27.3K
$1.02M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
83New |
$2.86K - $2.98K
|
83
$3.1K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
525New |
$18.1K - $18.8K
|
525
$19.6K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.7K+ 5.58% |
$370K - $385K
|
203K
$7.58M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-441- 4.37% |
$15.2K - $15.8K
|
9.65K
$360K
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
41.8KNew |
$1.44M - $1.5M
|
41.8K
$1.56M
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
8.98K+ 4.68% |
$309K - $322K
|
201K
$7.5M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$353K - $368K
|
10.3K
$383K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
552+ 2.52% |
$19K - $19.8K
|
22.5K
$838K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-254K- 70.05% |
$8.74M - $9.11M
|
109K
$4.05M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
342K+ 7.11% |
$11.8M - $12.3M
|
5.15M
$192M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-90K- 15.87% |
$3.1M - $3.23M
|
477K
$17.8M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.83K- 67.46% |
$201K - $209K
|
2.81K
$105K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-167- 0.91% |
$5.75K - $5.99K
|
18.2K
$679K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.95KNew |
$205K - $213K
|
5.95K
$222K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
360K+ 21.18% |
$12.4M - $12.9M
|
2.06M
$76.9M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-353- 3.52% |
$12.2K - $12.7K
|
9.68K
$361K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-636- 29.13% |
$21.9K - $22.8K
|
1.55K
$57.7K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$40.8K - $42.5K
|
1.18K
$44.2K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.55KNew |
$260K - $271K
|
7.55K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.95K- 27.99% |
$343K - $357K
|
25.6K
$955K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-632K- 55.19% |
$21.7M - $22.7M
|
513K
$19.1M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.7K+ 387.16% |
$3.33M - $3.47M
|
122K
$4.54M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24.7K+ 38.94% |
$850K - $886K
|
88.1K
$3.29M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
597New |
$20.5K - $21.4K
|
597
$22.3K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-430- 17.92% |
$14.8K - $15.4K
|
1.97K
$73.5K
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
45.4KNew |
$1.56M - $1.63M
|
45.4K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.5K+ 0.5% |
$498K - $519K
|
2.93M
$109M
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
50+ 0.33% |
$1.72K - $1.79K
|
15.1K
$564K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.9K+ 3.08% |
$65.3K - $68.1K
|
63.5K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
113KNew |
$3.88M - $4.04M
|
113K
$4.2M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.32KNew |
$218K - $227K
|
6.32K
$236K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-136- 1.41% |
$4.68K - $4.88K
|
9.52K
$355K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-145- 0.75% |
$4.99K - $5.2K
|
19.2K
$716K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.26K+ 23.92% |
$77.9K - $81.2K
|
11.7K
$437K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13K+ 18.63% |
$447K - $466K
|
82.7K
$3.09M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.35K- 41.42% |
$150K - $156K
|
6.16K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1K+ 94.71% |
$383K - $399K
|
22.9K
$853K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
350+ 129.15% |
$12K - $12.6K
|
621
$23.2K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.86K+ 1.42% |
$133K - $139K
|
275K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.4K+ 54.07% |
$117K - $122K
|
9.7K
$362K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51- 0.06% |
$1.76K - $1.83K
|
89.9K
$3.35M
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.22K+ 360.63% |
$111K - $116K
|
4.12K
$154K
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
191+ 0.49% |
$6.57K - $6.85K
|
39.1K
$1.46M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.2M- 95.65% |
$41.2M - $42.9M
|
54.5K
$2.03M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.67K- 57.75% |
$298K - $311K
|
6.35K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.44K+ 0.69% |
$83.8K - $87.4K
|
355K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.5K+ 1.34% |
$1.19M - $1.24M
|
2.61M
$97.2M
|