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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.18KNew |
$320K - $344K
|
9.18K
$347K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
7.41KNew |
$258K - $278K
|
7.41K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
40KNew |
$1.39M - $1.5M
|
40K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.37K+ 38.66% |
$47.8K - $51.4K
|
4.92K
$186K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
45.1K+ 1063.83% |
$1.57M - $1.69M
|
49.3K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-476- 39.02% |
$16.6K - $17.9K
|
744
$28.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.23K- 2.43% |
$113K - $121K
|
130K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
31New |
$1.08K - $1.16K
|
31
$1.17K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
664K+ 237.28% |
$23.1M - $24.9M
|
944K
$35.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-91.5K- 48.18% |
$3.19M - $3.43M
|
98.4K
$3.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.74K+ 16.59% |
$200K - $216K
|
40.4K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
38.4KNew |
$1.34M - $1.44M
|
38.4K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.69K+ 2.73% |
$233K - $251K
|
252K
$9.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.84KNew |
$238K - $256K
|
6.84K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.27K+ 47.37% |
$79K - $85.1K
|
7.05K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.5K+ 20.31% |
$87.1K - $93.8K
|
14.8K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76K+ 22.22% |
$96.2K - $104K
|
15.2K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-346- 2.09% |
$12.1K - $13K
|
16.2K
$613K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$364K - $393K
|
10.5K
$396K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.6KNew |
$195K - $210K
|
5.6K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.71K- 8.75% |
$59.4K - $64K
|
17.8K
$673K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
10.1K+ 18.81% |
$352K - $379K
|
63.8K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.09K- 51.75% |
$282K - $304K
|
7.55K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
12.5KNew |
$436K - $470K
|
12.5K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
87+ 235.14% |
$3.03K - $3.26K
|
124
$4.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
159New |
$5.54K - $5.97K
|
159
$6.01K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
334KNew |
$11.6M - $12.5M
|
334K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7.08K- 36.37% |
$247K - $266K
|
12.4K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.98K- 1.72% |
$69K - $74.4K
|
113K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
55.1KNew |
$1.92M - $2.07M
|
55.1K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.11K+ 3.54% |
$108K - $117K
|
91K
$3.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.99K+ 236.74% |
$139K - $150K
|
5.67K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.83K+ 18.1% |
$133K - $144K
|
25K
$946K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
24.1KNew |
$840K - $904K
|
24.1K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 18.06% |
$62.4K - $67.2K
|
11.7K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.4KNew |
$396K - $426K
|
11.4K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16KNew |
$558K - $601K
|
16K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266K+ 51.8% |
$9.25M - $9.97M
|
779K
$29.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-9.88K- 12.13% |
$344K - $371K
|
71.6K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.65K+ 20.1% |
$127K - $137K
|
21.8K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
297K+ 271.22% |
$10.4M - $11.2M
|
407K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
36.8KNew |
$1.28M - $1.38M
|
36.8K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.5KNew |
$261K - $282K
|
7.5K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.72K+ 11.29% |
$164K - $177K
|
46.5K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
330New |
$11.5K - $12.4K
|
330
$12.5K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
13.1K+ 129.35% |
$458K - $493K
|
23.3K
$882K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
529KNew |
$18.4M - $19.9M
|
529K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.46K+ 29.06% |
$121K - $130K
|
15.4K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43KNew |
$49.7K - $53.5K
|
1.43K
$54K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.39K- 1.16% |
$118K - $127K
|
290K
$11M
|