Purchases and Sales Made in Q1 2025 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CURRENCY HEDGED MSCI E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
126KNew |
$4.39M - $4.73M
|
126K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
126KNew |
$4.38M - $4.72M
|
126K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
122K+ 112.67% |
$4.26M - $4.59M
|
231K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
122KNew |
$4.26M - $4.58M
|
122K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
117K+ 336.93% |
$4.08M - $4.39M
|
152K
$5.74M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
117K+ 26495.69% |
$4.07M - $4.38M
|
117K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
114KNew |
$3.97M - $4.28M
|
114K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
108KNew |
$3.77M - $4.06M
|
108K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
102K+ 10.81% |
$3.55M - $3.83M
|
1.05M
$39.6M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
101K+ 302.13% |
$3.52M - $3.79M
|
134K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 21.4% |
$3.51M - $3.79M
|
572K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100K+ 19.84% |
$3.49M - $3.76M
|
605K
$22.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.7K+ 466.96% |
$3.3M - $3.55M
|
115K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
92.3KNew |
$3.22M - $3.46M
|
92.3K
$3.49M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
91KNew |
$3.17M - $3.41M
|
91K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
88.9K+ 866.1% |
$3.1M - $3.34M
|
99.2K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
88.4KNew |
$3.08M - $3.32M
|
88.4K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
87.4K+ 927.67% |
$3.05M - $3.28M
|
96.9K
$3.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
85.9KNew |
$2.99M - $3.22M
|
85.9K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
85.7KNew |
$2.99M - $3.22M
|
85.7K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
84.9KNew |
$2.96M - $3.18M
|
84.9K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
84.8K+ 22728.95% |
$2.95M - $3.18M
|
85.2K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
84K+ 3101.48% |
$2.92M - $3.15M
|
86.7K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
81.7K+ 768.13% |
$2.85M - $3.07M
|
92.3K
$3.49M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
81KNew |
$2.82M - $3.04M
|
81K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
77.1KNew |
$2.68M - $2.89M
|
77.1K
$2.92M
|
|
|
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 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
75.2K+ 307.64% |
$2.62M - $2.82M
|
99.7K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
75KNew |
$2.61M - $2.81M
|
75K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
73.1K+ 886.07% |
$2.55M - $2.74M
|
81.3K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.5KNew |
$2.46M - $2.64M
|
70.5K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.3K+ 485.08% |
$2.45M - $2.64M
|
84.8K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
64K+ 229.62% |
$2.23M - $2.4M
|
91.8K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
62.8K+ 36.11% |
$2.19M - $2.35M
|
237K
$8.95M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
62.1KNew |
$2.16M - $2.33M
|
62.1K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
62KNew |
$2.16M - $2.32M
|
62K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.7K+ 18.84% |
$2.04M - $2.2M
|
370K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
58.7KNew |
$2.04M - $2.2M
|
58.7K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.2K+ 16.41% |
$2.03M - $2.18M
|
413K
$15.6M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
57.7K+ 218.8% |
$2.01M - $2.17M
|
84.1K
$3.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
55.1KNew |
$1.92M - $2.07M
|
55.1K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
54.3KNew |
$1.89M - $2.04M
|
54.3K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
53.4K+ 77.04% |
$1.86M - $2M
|
123K
$4.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
53.2K+ 370.53% |
$1.85M - $2M
|
67.5K
$2.56M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
52.8KNew |
$1.84M - $1.98M
|
52.8K
$2M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
50.2KNew |
$1.75M - $1.89M
|
50.2K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50.1K+ 22.24% |
$1.74M - $1.88M
|
275K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.3KNew |
$1.72M - $1.85M
|
49.3K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
48.6K+ 13.09% |
$1.69M - $1.82M
|
420K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
48.1KNew |
$1.68M - $1.81M
|
48.1K
$1.82M
|