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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
24.1KNew |
$840K - $904K
|
24.1K
$912K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23.9K+ 115.85% |
$833K - $897K
|
44.6K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
23.7K+ 214.63% |
$827K - $891K
|
34.8K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
23.6K+ 9.96% |
$821K - $884K
|
260K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
23.4K+ 233.06% |
$815K - $878K
|
33.4K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
23.2KNew |
$806K - $869K
|
23.2K
$876K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
22.7KNew |
$789K - $850K
|
22.7K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.6KNew |
$787K - $847K
|
22.6K
$854K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 13.4% |
$749K - $807K
|
182K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.4K+ 83.78% |
$747K - $805K
|
47K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
21.4KNew |
$745K - $803K
|
21.4K
$809K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
21.1KNew |
$735K - $791K
|
21.1K
$798K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
21K+ 12.08% |
$733K - $789K
|
195K
$7.39M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.9K+ 2.82% |
$692K - $746K
|
724K
$27.4M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
19.4KNew |
$677K - $729K
|
19.4K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
19.1K+ 86.1% |
$665K - $717K
|
41.3K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18.8KNew |
$654K - $705K
|
18.8K
$711K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
18.4KNew |
$640K - $689K
|
18.4K
$695K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.9K+ 31.82% |
$625K - $673K
|
74.3K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17.8KNew |
$619K - $666K
|
17.8K
$672K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.7KNew |
$616K - $663K
|
17.7K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6K+ 110.21% |
$612K - $660K
|
33.5K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17.3KNew |
$604K - $651K
|
17.3K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.3KNew |
$603K - $649K
|
17.3K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
16.5K+ 5.34% |
$574K - $618K
|
325K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
16.4KNew |
$570K - $615K
|
16.4K
$620K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$564K - $608K
|
16.2K
$613K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.1KNew |
$562K - $605K
|
16.1K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16KNew |
$558K - $601K
|
16K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
14.9KNew |
$520K - $560K
|
14.9K
$565K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14.4KNew |
$502K - $540K
|
14.4K
$545K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
13.9K+ 184.39% |
$484K - $522K
|
21.4K
$811K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$470K - $506K
|
13.5K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13.4K+ 597.72% |
$467K - $503K
|
15.6K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
13.4KNew |
$466K - $502K
|
13.4K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
13.1K+ 129.35% |
$458K - $493K
|
23.3K
$882K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.69% |
$449K - $484K
|
493K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.9KNew |
$448K - $483K
|
12.9K
$487K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 92.35% |
$439K - $473K
|
26.3K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
12.5KNew |
$436K - $470K
|
12.5K
$474K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
12.3K+ 2.07% |
$428K - $462K
|
607K
$23M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
12.1KNew |
$423K - $456K
|
12.1K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 414.33% |
$406K - $437K
|
14.5K
$547K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
11.5KNew |
$399K - $430K
|
11.5K
$433K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.4KNew |
$396K - $426K
|
11.4K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 116.0% |
$384K - $414K
|
20.6K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
10.6KNew |
$370K - $398K
|
10.6K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
10.5K+ 137.44% |
$367K - $395K
|
18.2K
$688K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$364K - $393K
|
10.5K
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
10.4K+ 4.43% |
$362K - $390K
|
245K
$9.27M
|