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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
29K+ 513.16% |
$1.01M - $1.09M
|
34.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
23.4K+ 233.06% |
$815K - $878K
|
33.4K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.05K+ 14.21% |
$71.5K - $77K
|
16.5K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
298K+ 3089.5% |
$10.4M - $11.2M
|
308K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.7K+ 110.71% |
$1.45M - $1.56M
|
79.3K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.06K+ 49.02% |
$211K - $227K
|
18.4K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
44.3KNew |
$1.54M - $1.66M
|
44.3K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29- 59.18% |
$1.01K - $1.09K
|
20
$757
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.75K- 20.16% |
$200K - $216K
|
22.8K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.33K+ 7.66% |
$221K - $238K
|
89K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.93K+ 16.44% |
$67.2K - $72.3K
|
13.7K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
208+ 3.29% |
$7.24K - $7.8K
|
6.53K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.2K+ 16.41% |
$2.03M - $2.18M
|
413K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 21.4% |
$3.51M - $3.79M
|
572K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.06K- 0.89% |
$36.9K - $39.7K
|
117K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-235- 1.73% |
$8.19K - $8.82K
|
13.4K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-992- 5.17% |
$34.6K - $37.2K
|
18.2K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
376KNew |
$13.1M - $14.1M
|
376K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.75K- 28.39% |
$95.9K - $103K
|
6.94K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.02M+ 623.22% |
$35.5M - $38.2M
|
1.18M
$44.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.16M+ 121.45% |
$110M - $119M
|
5.77M
$218M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
191New |
$6.65K - $7.17K
|
191
$7.23K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
19.1K+ 86.1% |
$665K - $717K
|
41.3K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.83K- 5.91% |
$133K - $144K
|
60.9K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.6K- 53.3% |
$1.1M - $1.18M
|
27.7K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.03KNew |
$210K - $226K
|
6.03K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.1K+ 4.61% |
$38.2K - $41.1K
|
24.8K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.6KNew |
$1.38M - $1.48M
|
39.6K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
40.8KNew |
$1.42M - $1.53M
|
40.8K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
433KNew |
$15.1M - $16.2M
|
433K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35K+ 23.21% |
$1.22M - $1.31M
|
186K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.93KNew |
$276K - $298K
|
7.93K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.82M+ 168.58% |
$133M - $143M
|
6.09M
$230M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
736New |
$25.6K - $27.6K
|
736
$27.8K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32.2K+ 2084.1% |
$1.12M - $1.21M
|
33.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50.1K+ 22.24% |
$1.74M - $1.88M
|
275K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.6KNew |
$787K - $847K
|
22.6K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
22.7KNew |
$789K - $850K
|
22.7K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.21K- 0.33% |
$77K - $83K
|
673K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
308K+ 15.94% |
$10.7M - $11.5M
|
2.24M
$84.7M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
149K+ 3626.93% |
$5.2M - $5.6M
|
153K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
19.4KNew |
$677K - $729K
|
19.4K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.64K- 35.23% |
$196K - $212K
|
10.4K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.95K+ 13.69% |
$138K - $148K
|
32.8K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-2.55K- 26.45% |
$88.9K - $95.8K
|
7.1K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.2K+ 264.99% |
$948K - $1.02M
|
37.5K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 18.24% |
$75.6K - $81.5K
|
14.1K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77.9KClosed |
$2.71M - $2.92M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
39.3KNew |
$1.37M - $1.47M
|
39.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.25KNew |
$78.4K - $84.4K
|
2.25K
$85.1K
|