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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
209KNew |
$6.71M - $7.98M
|
209K
$7.9M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
152KNew |
$4.89M - $5.82M
|
152K
$5.76M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
122KNew |
$3.93M - $4.68M
|
122K
$4.63M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
78KNew |
$2.51M - $2.98M
|
78K
$2.95M
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
52.6K+ 8.66% |
$1.69M - $2.01M
|
660K
$25M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29.2K+ 42.76% |
$939K - $1.12M
|
97.6K
$3.69M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
27.2K+ 75.62% |
$872K - $1.04M
|
63.1K
$2.39M
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25.5K+ 5.16% |
$817K - $973K
|
518K
$19.6M
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14.5K+ 21.25% |
$464K - $552K
|
82.5K
$3.12M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13.7KNew |
$439K - $523K
|
13.7K
$517K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.4KNew |
$431K - $513K
|
13.4K
$508K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.6KNew |
$340K - $405K
|
10.6K
$401K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$305K - $363K
|
9.5K
$359K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9KNew |
$289K - $344K
|
9K
$341K
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.3KNew |
$170K - $203K
|
5.3K
$200K
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.87K+ 55.11% |
$156K - $186K
|
13.7K
$519K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.55K+ 17.41% |
$82K - $97.6K
|
17.2K
$651K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.49K+ 6.32% |
$79.8K - $95K
|
41.8K
$1.58M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.23K+ 5.03% |
$71.5K - $85.1K
|
46.5K
$1.76M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.9K+ 2291.57% |
$61.1K - $72.7K
|
1.99K
$75.1K
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 21.84% |
$51.2K - $60.9K
|
8.89K
$336K
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.42KNew |
$45.5K - $54.1K
|
1.42K
$53.6K
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.2K+ 6.12% |
$38.5K - $45.9K
|
20.8K
$787K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.16KNew |
$37.2K - $44.3K
|
1.16K
$43.9K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
886+ 2.33% |
$28.4K - $33.9K
|
38.9K
$1.47M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
184+ 2.39% |
$5.91K - $7.03K
|
7.89K
$299K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
120+ 0.39% |
$3.85K - $4.59K
|
30.6K
$1.16M
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
117+ 0.38% |
$3.76K - $4.47K
|
30.8K
$1.17M
|
|
Q1 2025 | |||||||
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5M+ 182.83% |
$469M - $505M
|
20.8M
$788M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.73M+ 145.79% |
$165M - $177M
|
7.97M
$301M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.82M+ 168.58% |
$133M - $143M
|
6.09M
$230M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.16M+ 121.45% |
$110M - $119M
|
5.77M
$218M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14M+ 56.06% |
$109M - $118M
|
8.74M
$331M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.86M+ 2115.77% |
$64.9M - $69.9M
|
1.95M
$73.8M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.73M+ 438.87% |
$60.2M - $64.8M
|
2.12M
$80.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4M+ 52.95% |
$48.9M - $52.7M
|
4.06M
$153M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.35M+ 613.95% |
$47.1M - $50.7M
|
1.57M
$59.5M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.18M+ 93.57% |
$41M - $44.2M
|
2.44M
$92.2M
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.02M+ 623.22% |
$35.5M - $38.2M
|
1.18M
$44.7M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
866K+ 1.72% |
$30.2M - $32.5M
|
51.3M
$1.94B
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
827K+ 94.33% |
$28.8M - $31M
|
1.7M
$64.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
722K+ 151.31% |
$25.2M - $27.1M
|
1.2M
$45.4M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
664K+ 237.28% |
$23.1M - $24.9M
|
944K
$35.7M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
564K+ 695.74% |
$19.6M - $21.1M
|
645K
$24.4M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
529KNew |
$18.4M - $19.9M
|
529K
$20M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
503K+ 53.32% |
$17.5M - $18.9M
|
1.45M
$54.7M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
484K+ 394.0% |
$16.8M - $18.1M
|
606K
$22.9M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
456KNew |
$15.9M - $17.1M
|
456K
$17.3M
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
433KNew |
$15.1M - $16.2M
|
433K
$16.4M
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
419K+ 4540.71% |
$14.6M - $15.7M
|
428K
$16.2M
|