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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
102K+ 10.81% |
$3.55M - $3.83M
|
1.05M
$39.6M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
23.2KNew |
$806K - $869K
|
23.2K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.02K+ 8.72% |
$35.5K - $38.2K
|
12.7K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17.8KNew |
$619K - $666K
|
17.8K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.3K+ 172.18% |
$150K - $161K
|
6.8K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
416KNew |
$14.5M - $15.6M
|
416K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
84K+ 3101.48% |
$2.92M - $3.15M
|
86.7K
$3.28M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
564K+ 695.74% |
$19.6M - $21.1M
|
645K
$24.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.73M+ 145.79% |
$165M - $177M
|
7.97M
$301M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.72K+ 9533.33% |
$59.8K - $64.4K
|
1.73K
$65.6K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-939- 9.15% |
$32.7K - $35.2K
|
9.33K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
36.4KNew |
$1.27M - $1.36M
|
36.4K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2K+ 3936.43% |
$354K - $381K
|
10.4K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
186K+ 923.38% |
$6.46M - $6.96M
|
206K
$7.78M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-33.3K- 3.98% |
$1.16M - $1.25M
|
803K
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
32.4KNew |
$1.13M - $1.22M
|
32.4K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
456KNew |
$15.9M - $17.1M
|
456K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
339KNew |
$11.8M - $12.7M
|
339K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100K+ 19.84% |
$3.49M - $3.76M
|
605K
$22.9M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
29.9K+ 8.47% |
$1.04M - $1.12M
|
383K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
28.3K+ 184.51% |
$987K - $1.06M
|
43.7K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
48.1KNew |
$1.68M - $1.81M
|
48.1K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
136K+ 282.79% |
$4.73M - $5.1M
|
184K
$6.96M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.67KNew |
$197K - $213K
|
5.67K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
827K+ 94.33% |
$28.8M - $31M
|
1.7M
$64.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6K+ 110.21% |
$612K - $660K
|
33.5K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
16.5K+ 5.34% |
$574K - $618K
|
325K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-135K- 64.16% |
$4.71M - $5.07M
|
75.5K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.43K+ 50.93% |
$120K - $129K
|
10.2K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.23K+ 72.97% |
$252K - $271K
|
17.1K
$648K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.64KNew |
$196K - $212K
|
5.64K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
743New |
$25.9K - $27.9K
|
743
$28.1K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 92.35% |
$439K - $473K
|
26.3K
$993K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
21K+ 12.08% |
$733K - $789K
|
195K
$7.39M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
651+ 0.53% |
$22.7K - $24.4K
|
124K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
46.5K+ 90.24% |
$1.62M - $1.74M
|
98K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
81KNew |
$2.82M - $3.04M
|
81K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
101K+ 302.13% |
$3.52M - $3.79M
|
134K
$5.09M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.27K+ 74.86% |
$218K - $235K
|
14.6K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-683- 1.75% |
$23.8K - $25.6K
|
38.4K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.89KNew |
$240K - $258K
|
6.89K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
57.7K+ 218.8% |
$2.01M - $2.17M
|
84.1K
$3.18M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
443+ 1.54% |
$15.4K - $16.6K
|
29.2K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 200.0% |
$557 - $600
|
24
$908
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
522+ 628.92% |
$18.2K - $19.6K
|
605
$22.9K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
14.9KNew |
$520K - $560K
|
14.9K
$565K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
12.1KNew |
$423K - $456K
|
12.1K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$470K - $506K
|
13.5K
$510K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$1.24M - $1.34M
|
35.7K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$564K - $608K
|
16.2K
$613K
|