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 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-2.55K- 26.45% |
$88.9K - $95.8K
|
7.1K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.59K- 20.04% |
$90.3K - $97.3K
|
10.4K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.74K- 1.35% |
$95.5K - $103K
|
200K
$7.58M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.75K- 28.39% |
$95.9K - $103K
|
6.94K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.99K- 12.41% |
$104K - $112K
|
21.1K
$798K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3.03K- 0.35% |
$105K - $114K
|
857K
$32.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.23K- 2.43% |
$113K - $121K
|
130K
$4.91M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.3K- 2.81% |
$115K - $124K
|
114K
$4.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.39K- 1.16% |
$118K - $127K
|
290K
$11M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.71K- 37.59% |
$129K - $139K
|
6.16K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.83K- 5.91% |
$133K - $144K
|
60.9K
$2.3M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-4.12K- 21.92% |
$143K - $155K
|
14.7K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.44K- 1.61% |
$155K - $167K
|
271K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-4.6K- 10.12% |
$160K - $173K
|
40.9K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.64K- 35.23% |
$196K - $212K
|
10.4K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.75K- 20.16% |
$200K - $216K
|
22.8K
$861K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.75K- 1.38% |
$235K - $253K
|
483K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7.08K- 36.37% |
$247K - $266K
|
12.4K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-7.7K- 9.31% |
$268K - $289K
|
75.1K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-7.87K- 28.8% |
$274K - $295K
|
19.5K
$736K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.09K- 51.75% |
$282K - $304K
|
7.55K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-8.18K- 5.48% |
$285K - $307K
|
141K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-9.24K- 2.8% |
$322K - $347K
|
320K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-9.39K- 43.44% |
$327K - $352K
|
12.2K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-9.88K- 12.13% |
$344K - $371K
|
71.6K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-11.6K- 3.45% |
$404K - $435K
|
324K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-12K- 46.02% |
$418K - $450K
|
14.1K
$532K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-12.2K- 9.72% |
$426K - $459K
|
114K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-22.9K- 0.91% |
$797K - $859K
|
2.49M
$94.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.6K- 53.3% |
$1.1M - $1.18M
|
27.7K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-33.3K- 3.98% |
$1.16M - $1.25M
|
803K
$30.4M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-39K- 19.22% |
$1.36M - $1.46M
|
164K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-39.4K- 49.55% |
$1.37M - $1.48M
|
40.1K
$1.52M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-45.6K- 69.19% |
$1.59M - $1.71M
|
20.3K
$768K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-55.4K- 10.1% |
$1.93M - $2.08M
|
493K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59.5K- 88.41% |
$2.07M - $2.23M
|
7.8K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-67K- 54.11% |
$2.33M - $2.52M
|
56.9K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77.9KClosed |
$2.71M - $2.92M
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-77.9K- 45.37% |
$2.71M - $2.92M
|
93.9K
$3.55M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-79.5K- 82.82% |
$2.77M - $2.98M
|
16.5K
$624K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-86.2K- 48.71% |
$3M - $3.23M
|
90.8K
$3.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-91.5K- 48.18% |
$3.19M - $3.43M
|
98.4K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-110K- 9.51% |
$3.82M - $4.11M
|
1.04M
$39.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-135K- 64.16% |
$4.71M - $5.07M
|
75.5K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-157K- 24.93% |
$5.46M - $5.88M
|
472K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-328K- 11.21% |
$11.4M - $12.3M
|
2.6M
$98.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-390K- 31.65% |
$13.6M - $14.6M
|
843K
$31.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-537K- 45.07% |
$18.7M - $20.2M
|
655K
$24.8M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-578K- 12.96% |
$20.1M - $21.7M
|
3.88M
$147M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-662K- 14.98% |
$23M - $24.8M
|
3.76M
$142M
|