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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.4K+ 452.59% |
$979K - $1.02M
|
34.7K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
943KNew |
$32.5M - $33.8M
|
943K
$34.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
31.7KNew |
$1.09M - $1.14M
|
31.7K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.25K+ 27.37% |
$181K - $189K
|
24.4K
$891K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43.1K+ 15.72% |
$1.48M - $1.55M
|
318K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
64+ 0.42% |
$2.2K - $2.3K
|
15.3K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.89KNew |
$237K - $247K
|
6.89K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$19.2K - $20.1K
|
559
$20.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
69+ 0.45% |
$2.37K - $2.48K
|
15.4K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-448- 0.92% |
$15.4K - $16.1K
|
48.1K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-578- 27.05% |
$19.9K - $20.7K
|
1.56K
$56.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
721+ 25.52% |
$24.8K - $25.9K
|
3.55K
$129K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.18K- 64.86% |
$144K - $150K
|
2.27K
$82.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-23.5K- 2.43% |
$809K - $844K
|
944K
$34.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$51.6K - $53.8K
|
1.5K
$54.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 1.16% |
$1.07K - $1.11K
|
2.71K
$98.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
4.46MNew |
$154M - $160M
|
4.46M
$163M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.8K+ 21.83% |
$406K - $423K
|
65.9K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
554New |
$19.1K - $19.9K
|
554
$20.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-43- 12.32% |
$1.48K - $1.54K
|
306
$11.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
66+ 74.16% |
$2.27K - $2.37K
|
155
$5.65K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.89K- 15.11% |
$65.2K - $67.9K
|
10.6K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.06K- 30.4% |
$36.5K - $38.1K
|
2.43K
$88.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.23K+ 0.83% |
$111K - $116K
|
394K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-320- 5.23% |
$11K - $11.5K
|
5.79K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.8K- 56.27% |
$371K - $387K
|
8.37K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
178New |
$6.13K - $6.39K
|
178
$6.48K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.75K- 13.53% |
$60.3K - $62.9K
|
11.2K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
117K+ 609.47% |
$4.04M - $4.21M
|
136K
$4.97M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.66K+ 0.15% |
$126K - $131K
|
2.51M
$91.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-130- 0.94% |
$4.47K - $4.66K
|
13.7K
$497K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
781+ 8.56% |
$26.9K - $28K
|
9.91K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.66K+ 1.97% |
$195K - $203K
|
293K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
230+ 3.74% |
$7.92K - $8.25K
|
6.37K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.93K+ 1.58% |
$66.3K - $69.1K
|
124K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-308- 0.04% |
$10.6K - $11.1K
|
860K
$31.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
9.22KNew |
$317K - $331K
|
9.22K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.8K+ 0.92% |
$96.3K - $100K
|
306K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
371KNew |
$12.8M - $13.3M
|
371K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
87K+ 8.17% |
$2.99M - $3.12M
|
1.15M
$42M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
72+ 0.37% |
$2.48K - $2.58K
|
19.6K
$714K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.06K+ 2.97% |
$105K - $110K
|
106K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.86K+ 0.66% |
$98.4K - $103K
|
436K
$15.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-345- 7.53% |
$11.9K - $12.4K
|
4.24K
$154K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-10.1K- 5.04% |
$347K - $362K
|
190K
$6.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.5K- 12.11% |
$430K - $448K
|
90.6K
$3.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
26KNew |
$897K - $935K
|
26K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 2.33% |
$34.4 - $35.9
|
44
$1.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
353KNew |
$12.2M - $12.7M
|
353K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.02KNew |
$242K - $252K
|
7.02K
$256K
|