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 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.29K+ 428800.0% |
$149K - $161K
|
4.29K
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.2K+ 2.74% |
$146K - $157K
|
157K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
4.09K+ 53.7% |
$142K - $153K
|
11.7K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.99K+ 236.74% |
$139K - $150K
|
5.67K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.98K+ 34.7% |
$139K - $149K
|
15.5K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 969.76% |
$138K - $149K
|
4.39K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.95K+ 13.69% |
$138K - $148K
|
32.8K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.83K+ 18.1% |
$133K - $144K
|
25K
$946K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.68K+ 3.26% |
$128K - $138K
|
116K
$4.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.65K+ 20.1% |
$127K - $137K
|
21.8K
$824K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.52KNew |
$122K - $132K
|
3.52K
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.46K+ 29.06% |
$121K - $130K
|
15.4K
$582K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.43K+ 20.51% |
$120K - $129K
|
20.2K
$763K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.43K+ 50.93% |
$120K - $129K
|
10.2K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.27K+ 527.05% |
$114K - $123K
|
3.89K
$147K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.23K+ 1.06% |
$113K - $121K
|
309K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.18K+ 4.89% |
$111K - $119K
|
68.2K
$2.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.12K+ 2.94% |
$109K - $117K
|
109K
$4.14M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.11K+ 9.48% |
$108K - $117K
|
35.9K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.11K+ 3.54% |
$108K - $117K
|
91K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 237.4% |
$104K - $112K
|
4.23K
$160K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.85K+ 4.35% |
$99.4K - $107K
|
68.4K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.76K+ 2.39% |
$96.2K - $104K
|
118K
$4.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.76K+ 22.22% |
$96.2K - $104K
|
15.2K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.5K+ 20.31% |
$87.1K - $93.8K
|
14.8K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.27K+ 47.37% |
$79K - $85.1K
|
7.05K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.25KNew |
$78.4K - $84.4K
|
2.25K
$85.1K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 18.24% |
$75.6K - $81.5K
|
14.1K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.13K+ 2200.0% |
$74.3K - $80.1K
|
2.23K
$84.4K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.13K+ 35.83% |
$74.3K - $80K
|
8.08K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.05K+ 14.21% |
$71.5K - $77K
|
16.5K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.97K+ 19.97% |
$68.8K - $74.1K
|
11.9K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.93K+ 16.44% |
$67.2K - $72.3K
|
13.7K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.91K+ 0.6% |
$66.4K - $71.6K
|
319K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.84K+ 0.42% |
$64K - $68.9K
|
438K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 18.06% |
$62.4K - $67.2K
|
11.7K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.72K+ 7.32% |
$59.9K - $64.6K
|
25.2K
$955K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.72K+ 9533.33% |
$59.8K - $64.4K
|
1.73K
$65.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 171200.0% |
$59.6K - $64.2K
|
1.71K
$64.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 5.25% |
$52.6K - $56.7K
|
30.3K
$1.15M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5K+ 491.18% |
$52.3K - $56.4K
|
1.81K
$68.4K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.49K+ 38.69% |
$52K - $56K
|
5.35K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.49K+ 8.24% |
$51.8K - $55.8K
|
19.5K
$739K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43KNew |
$49.7K - $53.5K
|
1.43K
$54K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.42K+ 17.55% |
$49.4K - $53.2K
|
9.5K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.37K+ 38.66% |
$47.8K - $51.4K
|
4.92K
$186K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.25KNew |
$43.6K - $46.9K
|
1.25K
$47.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.19K+ 11910.0% |
$41.5K - $44.7K
|
1.2K
$45.4K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.19KNew |
$41.3K - $44.5K
|
1.19K
$44.9K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.1K+ 4.61% |
$38.2K - $41.1K
|
24.8K
$940K
|