Latest Institutional Purchases of Ishares Currency Hedged Msci E (HEFA)
This list provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.05M+ 556.99% |
$36M - $37.5M
|
1.23M
$44.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
480KNew |
$16.5M - $17.2M
|
480K
$17.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
335KNew |
$11.5M - $12M
|
335K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
199K+ 4.71% |
$6.84M - $7.13M
|
4.42M
$161M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
157KNew |
$5.4M - $5.63M
|
157K
$5.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.13M - $4.3M
|
120K
$4.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
110KNew |
$3.78M - $3.94M
|
110K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
97.8KNew |
$3.37M - $3.51M
|
97.8K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
88.4KNew |
$3.04M - $3.17M
|
88.4K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
87.9KNew |
$3.02M - $3.15M
|
87.9K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
60.6K+ 11.33% |
$2.08M - $2.17M
|
595K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
41.1K+ 30.86% |
$1.41M - $1.47M
|
174K
$6.34M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
29.7KNew |
$1.02M - $1.06M
|
29.7K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
23.5K+ 1.39% |
$810K - $844K
|
1.71M
$62.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.6KNew |
$711K - $741K
|
20.6K
$751K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
19.5KNew |
$671K - $699K
|
19.5K
$709K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
16.5K+ 11.78% |
$566K - $590K
|
156K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
15.8KNew |
$545K - $568K
|
15.8K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.5K+ 8.76% |
$464K - $483K
|
167K
$6.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
12.7K+ 22.89% |
$436K - $454K
|
67.9K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4K+ 151.26% |
$426K - $444K
|
20.6K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12.3K+ 2.29% |
$423K - $440K
|
548K
$20M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.9K+ 12.63% |
$410K - $427K
|
106K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11K+ 128.84% |
$377K - $393K
|
19.5K
$709K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.2KNew |
$350K - $365K
|
10.2K
$370K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$345K - $360K
|
10K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.59K+ 18.6% |
$330K - $344K
|
61.1K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$284K - $296K
|
8.25K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
7.68K+ 5.94% |
$264K - $276K
|
137K
$4.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.66KNew |
$264K - $275K
|
7.66K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.45KNew |
$256K - $267K
|
7.45K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.87K+ 7.71% |
$236K - $246K
|
96K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
6.85KNew |
$236K - $246K
|
6.85K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.41K+ 10.85% |
$221K - $230K
|
65.5K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.33K+ 5.96% |
$218K - $227K
|
113K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.32KNew |
$218K - $227K
|
6.32K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.14K+ 22.49% |
$211K - $220K
|
33.4K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
5.95K+ 12.46% |
$205K - $214K
|
53.7K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 99.2% |
$195K - $204K
|
11.4K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.05K+ 69.05% |
$174K - $181K
|
12.4K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 5.24% |
$139K - $145K
|
81K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.91K+ 16.85% |
$134K - $140K
|
27.1K
$986K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.86KNew |
$133K - $138K
|
3.86K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.76K+ 2.28% |
$130K - $135K
|
169K
$6.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.76K+ 1.56% |
$129K - $135K
|
245K
$8.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.64K+ 4.6% |
$125K - $131K
|
82.8K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.4K+ 21.12% |
$117K - $122K
|
19.5K
$710K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.82K+ 20.3% |
$97.2K - $101K
|
16.7K
$609K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.66K+ 2.04% |
$91.6K - $95.5K
|
133K
$4.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.3K+ 7.53% |
$79.1K - $82.5K
|
32.8K
$1.19M
|