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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.19KNew |
$41.3K - $44.5K
|
1.19K
$44.9K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
199K+ 219.03% |
$6.93M - $7.46M
|
290K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
173+ 0.32% |
$6.03K - $6.49K
|
54.6K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15- 0.38% |
$522 - $563
|
3.94K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
130K+ 123.01% |
$4.52M - $4.87M
|
236K
$8.91M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
39.3K+ 405.55% |
$1.37M - $1.47M
|
48.9K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.18M+ 93.57% |
$41M - $44.2M
|
2.44M
$92.2M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
92.3KNew |
$3.22M - $3.46M
|
92.3K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
10.6KNew |
$370K - $398K
|
10.6K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
261K+ 13.53% |
$9.07M - $9.77M
|
2.19M
$82.7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
194K+ 3.77% |
$6.77M - $7.29M
|
5.35M
$202M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
48.6K+ 13.09% |
$1.69M - $1.82M
|
420K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-179- 30.65% |
$6.23K - $6.72K
|
405
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.7K+ 76.88% |
$1.52M - $1.64M
|
100K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.3KNew |
$603K - $649K
|
17.3K
$655K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 237.4% |
$104K - $112K
|
4.23K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-9.39K- 43.44% |
$327K - $352K
|
12.2K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-157K- 24.93% |
$5.46M - $5.88M
|
472K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.13K+ 2200.0% |
$74.3K - $80.1K
|
2.23K
$84.4K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.5KNew |
$2.46M - $2.64M
|
70.5K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59.5K- 88.41% |
$2.07M - $2.23M
|
7.8K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40.1KNew |
$1.4M - $1.51M
|
40.1K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-86.2K- 48.71% |
$3M - $3.23M
|
90.8K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
32.5K+ 389.19% |
$1.13M - $1.22M
|
40.8K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
24.2K+ 268.13% |
$843K - $908K
|
33.2K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
54.3KNew |
$1.89M - $2.04M
|
54.3K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 25.38% |
$17.4K - $18.8K
|
1.47K
$55.6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
268K+ 217.27% |
$9.34M - $10.1M
|
392K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
286New |
$9.96K - $10.7K
|
286
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
4.09K+ 53.7% |
$142K - $153K
|
11.7K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.49K+ 38.69% |
$52K - $56K
|
5.35K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
35.5KNew |
$1.24M - $1.33M
|
35.5K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
417K+ 20.23% |
$14.5M - $15.6M
|
2.48M
$93.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
722K+ 151.31% |
$25.2M - $27.1M
|
1.2M
$45.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
512+ 11.95% |
$17.8K - $19.2K
|
4.8K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
5.69KNew |
$198K - $213K
|
5.69K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
117K+ 336.93% |
$4.08M - $4.39M
|
152K
$5.74M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
126KNew |
$4.38M - $4.72M
|
126K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
226K+ 5.28% |
$7.87M - $8.47M
|
4.5M
$170M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8.45KNew |
$294K - $317K
|
8.45K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
503K+ 53.32% |
$17.5M - $18.9M
|
1.45M
$54.7M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
23.6K+ 9.96% |
$821K - $884K
|
260K
$9.84M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
26.7K+ 17.12% |
$931K - $1M
|
183K
$6.92M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
283New |
$9.86K - $10.6K
|
283
$10.7K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14M+ 56.06% |
$109M - $118M
|
8.74M
$331M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
5.58K+ 17.03% |
$194K - $209K
|
38.4K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
248KNew |
$8.63M - $9.3M
|
248K
$9.38M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-12K- 46.02% |
$418K - $450K
|
14.1K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
28.1KNew |
$978K - $1.05M
|
28.1K
$1.06M
|