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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-35.4K- 79.46% |
$1.14M - $1.35M
|
9.15K
$346K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16.8K- 19.57% |
$539K - $641K
|
69K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
117+ 0.38% |
$3.76K - $4.47K
|
30.8K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25.5K+ 5.16% |
$817K - $973K
|
518K
$19.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-27.2K- 76.76% |
$872K - $1.04M
|
8.22K
$311K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-5.28K- 1.07% |
$170K - $202K
|
487K
$18.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-9.93K- 54.58% |
$319K - $379K
|
8.26K
$313K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.55K+ 17.41% |
$82K - $97.6K
|
17.2K
$651K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
52.6K+ 8.66% |
$1.69M - $2.01M
|
660K
$25M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-768- 13.92% |
$24.7K - $29.3K
|
4.75K
$180K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29.2K+ 42.76% |
$939K - $1.12M
|
97.6K
$3.69M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-10.2K- 2.33% |
$327K - $389K
|
427K
$16.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.6KNew |
$340K - $405K
|
10.6K
$401K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.22K- 4.2% |
$39.3K - $46.7K
|
27.9K
$1.06M
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-39K- 19.22% |
$1.36M - $1.46M
|
164K
$6.2M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
52.8KNew |
$1.84M - $1.98M
|
52.8K
$2M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
894+ 0.28% |
$31.1K - $33.5K
|
321K
$12.1M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
50.2KNew |
$1.75M - $1.89M
|
50.2K
$1.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.7K+ 466.96% |
$3.3M - $3.55M
|
115K
$4.35M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
62.1KNew |
$2.16M - $2.33M
|
62.1K
$2.35M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.3K- 2.81% |
$115K - $124K
|
114K
$4.31M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
126KNew |
$4.39M - $4.73M
|
126K
$4.77M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.27K- 16.98% |
$44.2K - $47.7K
|
6.21K
$235K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5K+ 491.18% |
$52.3K - $56.4K
|
1.81K
$68.4K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.29K+ 428800.0% |
$149K - $161K
|
4.29K
$162K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
484K+ 394.0% |
$16.8M - $18.1M
|
606K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
122KNew |
$4.26M - $4.58M
|
122K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.72K+ 7.32% |
$59.9K - $64.6K
|
25.2K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.86M+ 2115.77% |
$64.9M - $69.9M
|
1.95M
$73.8M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
140K+ 389.53% |
$4.87M - $5.24M
|
176K
$6.64M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-328K- 11.21% |
$11.4M - $12.3M
|
2.6M
$98.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4M+ 52.95% |
$48.9M - $52.7M
|
4.06M
$153M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
226+ 0.36% |
$7.87K - $8.48K
|
63.8K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-39.4K- 49.55% |
$1.37M - $1.48M
|
40.1K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.49K- 8.38% |
$51.8K - $55.8K
|
16.3K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
169+ 1.27% |
$5.89K - $6.34K
|
13.5K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
47.7K+ 184.91% |
$1.66M - $1.79M
|
73.5K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.4K+ 83.78% |
$747K - $805K
|
47K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
122K+ 112.67% |
$4.26M - $4.59M
|
231K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.3KNew |
$1.72M - $1.85M
|
49.3K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-244- 0.27% |
$8.5K - $9.15K
|
89.7K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
529+ 88.61% |
$18.4K - $19.8K
|
1.13K
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6.55KNew |
$228K - $246K
|
6.55K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
120New |
$4.18K - $4.5K
|
120
$4.54K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.44K- 1.61% |
$155K - $167K
|
271K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.3K+ 485.08% |
$2.45M - $2.64M
|
84.8K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.42K+ 17.55% |
$49.4K - $53.2K
|
9.5K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 116.0% |
$384K - $414K
|
20.6K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54+ 5.86% |
$1.88K - $2.03K
|
976
$36.9K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.46KNew |
$225K - $242K
|
6.46K
$244K
|
|