Purchases and Sales Made in Q2 2025 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
209KNew |
$6.71M - $7.98M
|
209K
$7.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
152KNew |
$4.89M - $5.82M
|
152K
$5.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
122KNew |
$3.93M - $4.68M
|
122K
$4.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
78KNew |
$2.51M - $2.98M
|
78K
$2.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
52.6K+ 8.66% |
$1.69M - $2.01M
|
660K
$25M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
39K+ 23.8% |
$1.25M - $1.49M
|
203K
$7.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29.2K+ 42.76% |
$939K - $1.12M
|
97.6K
$3.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
27.2K+ 75.62% |
$872K - $1.04M
|
63.1K
$2.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25.5K+ 5.16% |
$817K - $973K
|
518K
$19.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14.5K+ 21.25% |
$464K - $552K
|
82.5K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13.7KNew |
$439K - $523K
|
13.7K
$517K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.4KNew |
$431K - $513K
|
13.4K
$508K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.6KNew |
$340K - $405K
|
10.6K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$305K - $363K
|
9.5K
$359K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9KNew |
$289K - $344K
|
9K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.3KNew |
$170K - $203K
|
5.3K
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.87K+ 55.11% |
$156K - $186K
|
13.7K
$519K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.55K+ 17.41% |
$82K - $97.6K
|
17.2K
$651K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.49K+ 6.32% |
$79.8K - $95K
|
41.8K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.23K+ 5.03% |
$71.5K - $85.1K
|
46.5K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.9K+ 2291.57% |
$61.1K - $72.7K
|
1.99K
$75.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 21.84% |
$51.2K - $60.9K
|
8.89K
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.42KNew |
$45.5K - $54.1K
|
1.42K
$53.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.2K+ 6.12% |
$38.5K - $45.9K
|
20.8K
$787K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.16KNew |
$37.2K - $44.3K
|
1.16K
$43.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
886+ 2.33% |
$28.4K - $33.9K
|
38.9K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
184+ 2.39% |
$5.91K - $7.03K
|
7.89K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
120+ 0.39% |
$3.85K - $4.59K
|
30.6K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
117+ 0.38% |
$3.76K - $4.47K
|
30.8K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-259- 62.86% |
$8.32K - $9.9K
|
153
$5.79K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-382- 1.02% |
$12.3K - $14.6K
|
37.2K
$1.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-768- 13.92% |
$24.7K - $29.3K
|
4.75K
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-850- 0.75% |
$27.3K - $32.5K
|
113K
$4.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.22K- 4.2% |
$39.3K - $46.7K
|
27.9K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.31K- 4.31% |
$41.9K - $49.9K
|
29K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.41K- 2.31% |
$45.4K - $54K
|
59.9K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.6K- 16.28% |
$51.4K - $61.1K
|
8.23K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.66K- 90.37% |
$53.3K - $63.5K
|
177
$6.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.88K- 12.86% |
$60.5K - $72K
|
12.8K
$483K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2K- 17.45% |
$64.2K - $76.4K
|
9.46K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.06K- 2.74% |
$66K - $78.6K
|
73K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.2K- 11.27% |
$70.7K - $84.1K
|
17.3K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.64K- 1.87% |
$84.6K - $101K
|
138K
$5.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.96K- 25.65% |
$94.9K - $113K
|
8.57K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.13K- 3.77% |
$133K - $158K
|
105K
$3.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-5.28K- 1.07% |
$170K - $202K
|
487K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.33K- 32.31% |
$171K - $204K
|
11.2K
$422K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-5.99K- 17.39% |
$192K - $229K
|
28.5K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-8.31K- 2.43% |
$267K - $318K
|
333K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.65K- 99.62% |
$278K - $331K
|
33
$1.25K
|