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 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-578K- 12.96% |
$20.1M - $21.7M
|
3.88M
$147M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57+ 0.23% |
$1.99K - $2.14K
|
24.4K
$923K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
783New |
$27.3K - $29.4K
|
783
$29.6K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.89KNew |
$205K - $221K
|
5.89K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-544- 22.4% |
$18.9K - $20.4K
|
1.89K
$71.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
59New |
$2.05K - $2.21K
|
59
$2.23K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.23K+ 1.06% |
$113K - $121K
|
309K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
34.5K+ 25.2% |
$1.2M - $1.3M
|
172K
$6.49M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.73M+ 438.87% |
$60.2M - $64.8M
|
2.12M
$80.2M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
62KNew |
$2.16M - $2.32M
|
62K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1K- 5.22% |
$34.8K - $37.5K
|
18.2K
$687K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
273+ 80.77% |
$9.51K - $10.2K
|
611
$23.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.2K+ 39.99% |
$1.26M - $1.36M
|
127K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.9K+ 31.82% |
$625K - $673K
|
74.3K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
440+ 0.44% |
$15.3K - $16.5K
|
101K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.18K+ 4.89% |
$111K - $119K
|
68.2K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26.1KNew |
$908K - $978K
|
26.1K
$987K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
650+ 2.94% |
$22.6K - $24.4K
|
22.8K
$861K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.75K- 1.38% |
$235K - $253K
|
483K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
58.7KNew |
$2.04M - $2.2M
|
58.7K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-30- 0.2% |
$1.04K - $1.13K
|
15.2K
$576K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-22.9K- 0.91% |
$797K - $859K
|
2.49M
$94.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-662K- 14.98% |
$23M - $24.8M
|
3.76M
$142M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.7KNew |
$616K - $663K
|
17.7K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-273- 14.18% |
$9.51K - $10.2K
|
1.65K
$62.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.56K+ 5.1% |
$298K - $321K
|
176K
$6.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
88.9K+ 866.1% |
$3.1M - $3.34M
|
99.2K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
108KNew |
$3.77M - $4.06M
|
108K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-7.87K- 28.8% |
$274K - $295K
|
19.5K
$736K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-29- 0.23% |
$1.01K - $1.09K
|
12.8K
$486K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.28K+ 45.03% |
$254K - $273K
|
23.5K
$887K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
9.08KNew |
$316K - $341K
|
9.08K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.09K+ 4.8% |
$177K - $191K
|
111K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-77.9K- 45.37% |
$2.71M - $2.92M
|
93.9K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.57K- 1.38% |
$54.6K - $58.9K
|
112K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.06KNew |
$37K - $39.9K
|
1.06K
$40.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
46.5K+ 238.36% |
$1.62M - $1.75M
|
66K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
374+ 2.47% |
$13K - $14K
|
15.5K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-123- 1.8% |
$4.28K - $4.61K
|
6.73K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
13.4KNew |
$466K - $502K
|
13.4K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5M+ 182.83% |
$469M - $505M
|
20.8M
$788M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34.9K+ 507.17% |
$1.22M - $1.31M
|
41.8K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
9.16KNew |
$319K - $344K
|
9.16K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.9KNew |
$448K - $483K
|
12.9K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
84.9KNew |
$2.96M - $3.18M
|
84.9K
$3.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-4.6K- 10.12% |
$160K - $173K
|
40.9K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-110K- 9.51% |
$3.82M - $4.11M
|
1.04M
$39.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.2K+ 2.74% |
$146K - $157K
|
157K
$5.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
314New |
$10.9K - $11.8K
|
314
$11.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
75.2K+ 307.64% |
$2.62M - $2.82M
|
99.7K
$3.77M
|