Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-20.4K- 96.6% |
$654K - $778K
|
718
$28.2K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-18.3K- 5.63% |
$588K - $699K
|
306K
$12M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-18K- 32.87% |
$577K - $686K
|
36.7K
$1.44M
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-16.8K- 29.51% |
$539K - $641K
|
40.1K
$1.58M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16.8K- 19.57% |
$539K - $641K
|
69K
$2.71M
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-15.5K- 1.31% |
$497K - $591K
|
1.17M
$45.9M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.1K- 19.08% |
$486K - $578K
|
64.2K
$2.52M
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-12.9K- 7.53% |
$415K - $494K
|
159K
$6.24M
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.2K- 49.22% |
$392K - $466K
|
12.6K
$495K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12K- 10.81% |
$385K - $459K
|
99.1K
$3.89M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.8K- 14.53% |
$347K - $412K
|
63.5K
$2.5M
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.5K- 17.82% |
$337K - $400K
|
48.3K
$1.9M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 7.1% |
$335K - $398K
|
136K
$5.36M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-10.2K- 2.33% |
$327K - $389K
|
427K
$16.8M
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 58.59% |
$326K - $387K
|
7.17K
$282K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-9.93K- 54.58% |
$319K - $379K
|
8.26K
$325K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.61K- 54.13% |
$309K - $367K
|
8.15K
$320K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.45K- 65.37% |
$304K - $361K
|
5.01K
$197K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.65K- 99.62% |
$278K - $331K
|
33
$1.3K
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.63K- 39.58% |
$277K - $330K
|
13.2K
$518K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-8.57K- 24.16% |
$275K - $327K
|
26.9K
$1.06M
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-8.31K- 2.43% |
$267K - $318K
|
333K
$13.1M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.25K- 48.11% |
$265K - $315K
|
8.89K
$350K
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.49K- 12.29% |
$240K - $286K
|
53.4K
$2.1M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.27K- 18.0% |
$233K - $278K
|
33.1K
$1.3M
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.8K- 4.32% |
$218K - $260K
|
151K
$5.92M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.28K- 1.52% |
$202K - $240K
|
406K
$16M
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.27K- 21.5% |
$201K - $240K
|
22.9K
$900K
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.25K- 23.79% |
$201K - $239K
|
20K
$787K
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.99K- 17.39% |
$192K - $229K
|
28.5K
$1.12M
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.89K- 49.71% |
$189K - $225K
|
5.96K
$234K
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.71K- 24.47% |
$183K - $218K
|
17.6K
$692K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.66K- 4.97% |
$182K - $216K
|
108K
$4.26M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.41K- 39.58% |
$174K - $207K
|
8.25K
$324K
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.33K- 32.31% |
$171K - $204K
|
11.2K
$439K
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-5.28K- 1.07% |
$170K - $202K
|
487K
$19.2M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.14K- 2.77% |
$165K - $196K
|
181K
$7.1M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.8K- 5.36% |
$154K - $184K
|
84.9K
$3.34M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.56K- 80.38% |
$146K - $174K
|
1.11K
$43.8K
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.54K- 3.91% |
$146K - $174K
|
112K
$4.39M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.49K- 66.07% |
$144K - $172K
|
2.31K
$90.7K
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-4.33K- 11.28% |
$139K - $165K
|
34K
$1.34M
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.29KClosed |
$138K - $164K
|
0
$0
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.13K- 3.77% |
$133K - $158K
|
105K
$4.14M
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-4.09K- 34.94% |
$131K - $156K
|
7.61K
$299K
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3.82K- 19.66% |
$123K - $146K
|
15.6K
$614K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.72K- 24.06% |
$119K - $142K
|
11.7K
$461K
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.7K- 26.28% |
$119K - $141K
|
10.4K
$407K
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.65K- 32.23% |
$117K - $139K
|
7.67K
$301K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.34K- 14.25% |
$107K - $128K
|
20.1K
$790K
|