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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
459+ 7.2% |
$16K - $17.2K
|
6.83K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.98KNew |
$243K - $262K
|
6.98K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
77.1KNew |
$2.68M - $2.89M
|
77.1K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
657+ 2.2% |
$22.9K - $24.7K
|
30.5K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
198New |
$6.9K - $7.43K
|
198
$7.49K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.42KNew |
$258K - $278K
|
7.42K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
419K+ 4540.71% |
$14.6M - $15.7M
|
428K
$16.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
285+ 4.51% |
$9.93K - $10.7K
|
6.61K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.35M+ 613.95% |
$47.1M - $50.7M
|
1.57M
$59.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.19K+ 11910.0% |
$41.5K - $44.7K
|
1.2K
$45.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76.6K+ 3737.37% |
$2.67M - $2.87M
|
78.7K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
739+ 111.13% |
$25.7K - $27.7K
|
1.4K
$53.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.71KNew |
$199K - $214K
|
5.71K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-148- 0.13% |
$5.15K - $5.55K
|
115K
$4.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.43K+ 20.51% |
$120K - $129K
|
20.2K
$763K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.33K- 3.8% |
$81K - $87.2K
|
58.8K
$2.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.71K- 37.59% |
$129K - $139K
|
6.16K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-534- 7.22% |
$18.6K - $20K
|
6.87K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.88K+ 42.76% |
$170K - $183K
|
16.3K
$616K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
10.4K+ 4.43% |
$362K - $390K
|
245K
$9.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
186New |
$6.48K - $6.98K
|
186
$7.04K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
21.1KNew |
$735K - $791K
|
21.1K
$798K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
25KNew |
$872K - $940K
|
25K
$947K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3.03K- 0.35% |
$105K - $114K
|
857K
$32.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-52- 7.02% |
$1.81K - $1.95K
|
689
$26.1K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
16.4KNew |
$570K - $615K
|
16.4K
$620K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-67K- 54.11% |
$2.33M - $2.52M
|
56.9K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.59K- 20.04% |
$90.3K - $97.3K
|
10.4K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.17K- 19.42% |
$75.7K - $81.6K
|
9.02K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
30.3KNew |
$1.06M - $1.14M
|
30.3K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
43.4KNew |
$1.51M - $1.63M
|
43.4K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
91KNew |
$3.17M - $3.41M
|
91K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
7.29KNew |
$254K - $273K
|
7.29K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.11KNew |
$283K - $304K
|
8.11K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-100- 0.37% |
$3.48K - $3.75K
|
27K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.1KNew |
$562K - $605K
|
16.1K
$611K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17.3KNew |
$604K - $651K
|
17.3K
$656K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
997+ 2.94% |
$34.7K - $37.4K
|
34.9K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.07KNew |
$316K - $340K
|
9.07K
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.99K- 12.41% |
$104K - $112K
|
21.1K
$798K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-245- 1.91% |
$8.53K - $9.19K
|
12.6K
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14.4KNew |
$502K - $540K
|
14.4K
$545K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24.8KNew |
$864K - $930K
|
24.8K
$938K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.97K+ 19.97% |
$68.8K - $74.1K
|
11.9K
$449K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.21KNew |
$286K - $308K
|
8.21K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
53.2K+ 370.53% |
$1.85M - $2M
|
67.5K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-58- 0.16% |
$2.02K - $2.18K
|
36.5K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.2KNew |
$1.12M - $1.21M
|
32.2K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.68K+ 3.26% |
$128K - $138K
|
116K
$4.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 171200.0% |
$59.6K - $64.2K
|
1.71K
$64.8K
|