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
$8.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
152KNew |
$4.89M - $5.82M
|
152K
$5.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
122KNew |
$3.93M - $4.68M
|
122K
$4.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
78KNew |
$2.51M - $2.98M
|
78K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
55.3K+ 13.56% |
$1.78M - $2.11M
|
463K
$17.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
52.6K+ 8.66% |
$1.69M - $2.01M
|
660K
$25.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
39K+ 23.8% |
$1.25M - $1.49M
|
203K
$7.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29.2K+ 42.76% |
$939K - $1.12M
|
97.6K
$3.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
27.2K+ 75.62% |
$872K - $1.04M
|
63.1K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.2K+ 74.92% |
$840K - $999K
|
61.1K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25.5K+ 5.16% |
$817K - $973K
|
518K
$19.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.3K+ 20.23% |
$750K - $892K
|
139K
$5.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16.7K+ 19.41% |
$536K - $637K
|
103K
$3.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
16.4K+ 5.29% |
$525K - $625K
|
326K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14.5K+ 21.25% |
$464K - $552K
|
82.5K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13.7KNew |
$439K - $523K
|
13.7K
$525K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.4KNew |
$431K - $513K
|
13.4K
$516K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
11K+ 17.21% |
$353K - $420K
|
74.8K
$2.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.6KNew |
$340K - $405K
|
10.6K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$305K - $363K
|
9.5K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9KNew |
$289K - $344K
|
9K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.9KNew |
$286K - $340K
|
8.9K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
7.8K+ 107.11% |
$251K - $298K
|
15.1K
$580K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.3KNew |
$170K - $203K
|
5.3K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.87K+ 55.11% |
$156K - $186K
|
13.7K
$527K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.09K+ 16.32% |
$99.1K - $118K
|
22K
$845K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.55K+ 17.41% |
$82K - $97.6K
|
17.2K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.49K+ 6.32% |
$79.8K - $95K
|
41.8K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.23K+ 5.03% |
$71.5K - $85.1K
|
46.5K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.9K+ 2291.57% |
$61.1K - $72.7K
|
1.99K
$76.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.81K+ 17.31% |
$58.2K - $69.2K
|
12.3K
$472K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.78K+ 5.83% |
$57K - $67.8K
|
32.2K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 21.84% |
$51.2K - $60.9K
|
8.89K
$342K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.54K+ 10.55% |
$49.6K - $59K
|
16.2K
$622K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.45K+ 3.12% |
$46.6K - $55.5K
|
47.9K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.42KNew |
$45.5K - $54.1K
|
1.42K
$54.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.2K+ 6.12% |
$38.5K - $45.9K
|
20.8K
$799K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.16KNew |
$37.2K - $44.3K
|
1.16K
$44.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
886+ 2.33% |
$28.4K - $33.9K
|
38.9K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
500New |
$16.1K - $19.1K
|
500
$19.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
273New |
$8.77K - $10.4K
|
273
$10.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
215+ 1.45% |
$6.9K - $8.22K
|
15K
$577K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
184+ 2.39% |
$5.91K - $7.03K
|
7.89K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
120+ 0.39% |
$3.85K - $4.59K
|
30.6K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
117+ 0.38% |
$3.76K - $4.47K
|
30.8K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30+ 4.04% |
$963 - $1.15K
|
773
$29.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.07% |
$225 - $267
|
10.4K
$400K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 0.28% |
$739 - $879
|
8.06K
$310K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-50- 0.55% |
$1.61K - $1.91K
|
9.02K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-83- 1.18% |
$2.67K - $3.17K
|
6.97K
$268K
|