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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
18.4KNew |
$640K - $689K
|
18.4K
$695K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
118+ 1311.11% |
$4.11K - $4.43K
|
127
$4.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
372K+ 1809.21% |
$13M - $14M
|
393K
$14.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.1K+ 23.58% |
$1.12M - $1.2M
|
168K
$6.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
13.9K+ 184.39% |
$484K - $522K
|
21.4K
$811K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
85.9KNew |
$2.99M - $3.22M
|
85.9K
$3.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.25KNew |
$43.6K - $46.9K
|
1.25K
$47.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
290New |
$10.1K - $10.9K
|
290
$11K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
340New |
$11.7K - $12.2K
|
340
$12.9K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
440K+ 67.23% |
$15.2M - $15.8M
|
1.1M
$41.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
525New |
$18.1K - $18.8K
|
525
$19.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
8.98K+ 4.68% |
$309K - $322K
|
201K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1K+ 94.71% |
$383K - $399K
|
22.9K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.7K+ 387.16% |
$3.33M - $3.47M
|
122K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.55KNew |
$260K - $271K
|
7.55K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$40.8K - $42.5K
|
1.18K
$44.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-167- 0.91% |
$5.75K - $5.99K
|
18.2K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
552+ 2.52% |
$19K - $19.8K
|
22.5K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
113KNew |
$3.88M - $4.04M
|
113K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.67K- 57.75% |
$298K - $311K
|
6.35K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
52.8KNew |
$1.82M - $1.89M
|
52.8K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.35K- 41.42% |
$150K - $156K
|
6.16K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 1.05% |
$68.8 - $71.8
|
192
$7.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-72.5K- 71.25% |
$2.49M - $2.6M
|
29.2K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.5K+ 133.6% |
$224K - $233K
|
11.4K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-395- 4.97% |
$13.6K - $14.2K
|
7.56K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-310- 2.52% |
$10.7K - $11.1K
|
12K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-303K- 97.62% |
$10.4M - $10.9M
|
7.39K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-501- 88.99% |
$17.2K - $18K
|
62
$2.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
728New |
$25.1K - $26.1K
|
728
$27.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
425New |
$14.6K - $15.2K
|
425
$16.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
114New |
$3.92K - $4.09K
|
114
$4.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.26KNew |
$147K - $153K
|
4.26K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-144- 44.72% |
$4.96K - $5.17K
|
178
$6.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
79.1KNew |
$2.72M - $2.84M
|
79.1K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5K+ 21.91% |
$172K - $179K
|
27.8K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$19.2K - $20.1K
|
559
$21.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-578- 27.05% |
$19.9K - $20.7K
|
1.56K
$59K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.18K- 64.86% |
$144K - $150K
|
2.27K
$85.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$51.6K - $53.8K
|
1.5K
$56.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
554New |
$19.1K - $19.9K
|
554
$21K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
178New |
$6.13K - $6.39K
|
178
$6.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
117K+ 609.47% |
$4.04M - $4.21M
|
136K
$5.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 2.33% |
$34.4 - $35.9
|
44
$1.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.76K+ 2.28% |
$130K - $135K
|
169K
$6.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
224New |
$7.71K - $8.04K
|
224
$8.47K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-16.2K- 15.44% |
$559K - $583K
|
88.9K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 39.0% |
$2.68K - $2.8K
|
122
$4.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.45KNew |
$256K - $267K
|
7.45K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-7.5K- 39.87% |
$258K - $269K
|
11.3K
$428K
|
|