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 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
47.7K+ 184.91% |
$1.66M - $1.79M
|
73.5K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
46.5K+ 238.36% |
$1.62M - $1.75M
|
66K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
46.5K+ 90.24% |
$1.62M - $1.74M
|
98K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45.9K+ 48.17% |
$1.6M - $1.72M
|
141K
$5.35M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
45.1K+ 1063.83% |
$1.57M - $1.69M
|
49.3K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
44.3KNew |
$1.54M - $1.66M
|
44.3K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.7K+ 76.88% |
$1.52M - $1.64M
|
100K
$3.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
43.4KNew |
$1.51M - $1.63M
|
43.4K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.7K+ 110.71% |
$1.45M - $1.56M
|
79.3K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
40.8KNew |
$1.42M - $1.53M
|
40.8K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40.1KNew |
$1.4M - $1.51M
|
40.1K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
40KNew |
$1.39M - $1.5M
|
40K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
39.6KNew |
$1.38M - $1.49M
|
39.6K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.6KNew |
$1.38M - $1.48M
|
39.6K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39.3KNew |
$1.37M - $1.48M
|
39.3K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
39.3K+ 2.3% |
$1.37M - $1.47M
|
1.75M
$66.2M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
39.3K+ 405.55% |
$1.37M - $1.47M
|
48.9K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
39.3KNew |
$1.37M - $1.47M
|
39.3K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
38.4KNew |
$1.34M - $1.44M
|
38.4K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
37.2K+ 10.03% |
$1.29M - $1.39M
|
408K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
36.8KNew |
$1.28M - $1.38M
|
36.8K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
36.4KNew |
$1.27M - $1.36M
|
36.4K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.2K+ 39.99% |
$1.26M - $1.36M
|
127K
$4.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
36.2K+ 624.82% |
$1.26M - $1.36M
|
42K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$1.24M - $1.34M
|
35.7K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
35.5KNew |
$1.24M - $1.33M
|
35.5K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
35.2K+ 41913.1% |
$1.23M - $1.32M
|
35.3K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35K+ 23.21% |
$1.22M - $1.31M
|
186K
$7.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34.9K+ 507.17% |
$1.22M - $1.31M
|
41.8K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
34.5K+ 25.2% |
$1.2M - $1.3M
|
172K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
32.5K+ 389.19% |
$1.13M - $1.22M
|
40.8K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32.5KNew |
$1.13M - $1.22M
|
32.5K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
32.4KNew |
$1.13M - $1.22M
|
32.4K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32.2K+ 2084.1% |
$1.12M - $1.21M
|
33.8K
$1.28M
|
|
|
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
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.1K+ 23.58% |
$1.12M - $1.2M
|
168K
$6.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
30.3KNew |
$1.06M - $1.14M
|
30.3K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29.9K+ 35.06% |
$1.04M - $1.12M
|
115K
$4.36M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
29.9K+ 8.47% |
$1.04M - $1.12M
|
383K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
29.3K+ 477.03% |
$1.02M - $1.1M
|
35.4K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
29K+ 513.16% |
$1.01M - $1.09M
|
34.7K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
28.3K+ 184.51% |
$987K - $1.06M
|
43.7K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
28.1KNew |
$978K - $1.05M
|
28.1K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.2K+ 264.99% |
$948K - $1.02M
|
37.5K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.7K+ 50.47% |
$931K - $1M
|
79.7K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
26.7K+ 17.12% |
$931K - $1M
|
183K
$6.92M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26.1KNew |
$908K - $978K
|
26.1K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
25KNew |
$872K - $940K
|
25K
$947K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24.8KNew |
$864K - $930K
|
24.8K
$938K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
24.2K+ 268.13% |
$843K - $908K
|
33.2K
$1.26M
|