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 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.06KNew |
$37K - $39.9K
|
1.06K
$40.2K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.05K+ 3.53% |
$36.4K - $39.2K
|
30.7K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.02K+ 8.72% |
$35.5K - $38.2K
|
12.7K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
997+ 2.94% |
$34.7K - $37.4K
|
34.9K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
987+ 1.01% |
$34.4K - $37K
|
98.8K
$3.74M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
894+ 0.28% |
$31.1K - $33.5K
|
321K
$12.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
859+ 18.44% |
$29.9K - $32.2K
|
5.52K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
783New |
$27.3K - $29.4K
|
783
$29.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
743New |
$25.9K - $27.9K
|
743
$28.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
739+ 111.13% |
$25.7K - $27.7K
|
1.4K
$53.1K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
736New |
$25.6K - $27.6K
|
736
$27.8K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
693+ 2.27% |
$24.1K - $26K
|
31.2K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
688+ 9.8% |
$24K - $25.8K
|
7.71K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
657+ 2.2% |
$22.9K - $24.7K
|
30.5K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
651+ 0.53% |
$22.7K - $24.4K
|
124K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
650+ 2.94% |
$22.6K - $24.4K
|
22.8K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
529+ 88.61% |
$18.4K - $19.8K
|
1.13K
$42.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
525+ 1.55% |
$18.3K - $19.7K
|
34.5K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
522+ 628.92% |
$18.2K - $19.6K
|
605
$22.9K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
512+ 11.95% |
$17.8K - $19.2K
|
4.8K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
459+ 7.2% |
$16K - $17.2K
|
6.83K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
447+ 0.73% |
$15.6K - $16.8K
|
61.3K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
443+ 1.54% |
$15.4K - $16.6K
|
29.2K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
440+ 0.44% |
$15.3K - $16.5K
|
101K
$3.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
374+ 2.47% |
$13K - $14K
|
15.5K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
330New |
$11.5K - $12.4K
|
330
$12.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
314New |
$10.9K - $11.8K
|
314
$11.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
290New |
$10.1K - $10.9K
|
290
$11K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
286New |
$9.96K - $10.7K
|
286
$10.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
285+ 4.51% |
$9.93K - $10.7K
|
6.61K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
283New |
$9.86K - $10.6K
|
283
$10.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
273+ 80.77% |
$9.51K - $10.2K
|
611
$23.1K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
226+ 0.36% |
$7.87K - $8.48K
|
63.8K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
208+ 3.29% |
$7.24K - $7.8K
|
6.53K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
198New |
$6.9K - $7.43K
|
198
$7.49K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
196New |
$6.83K - $7.35K
|
196
$7.41K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
191New |
$6.65K - $7.17K
|
191
$7.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
186New |
$6.48K - $6.98K
|
186
$7.04K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
173+ 0.32% |
$6.03K - $6.49K
|
54.6K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
169+ 1.27% |
$5.89K - $6.34K
|
13.5K
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
159New |
$5.54K - $5.97K
|
159
$6.01K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
144+ 22.05% |
$5.02K - $5.4K
|
797
$30.2K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
120New |
$4.18K - $4.5K
|
120
$4.54K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
118+ 1311.11% |
$4.11K - $4.43K
|
127
$4.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
101+ 0.15% |
$3.52K - $3.79K
|
68K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
87+ 235.14% |
$3.03K - $3.26K
|
124
$4.69K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
59New |
$2.05K - $2.21K
|
59
$2.23K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57+ 0.23% |
$1.99K - $2.14K
|
24.4K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54+ 5.86% |
$1.88K - $2.03K
|
976
$36.9K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
31New |
$1.08K - $1.16K
|
31
$1.17K
|