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 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-9.93K- 54.58% |
$319K - $379K
|
8.26K
$313K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-10.2K- 2.33% |
$327K - $389K
|
427K
$16.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 7.1% |
$335K - $398K
|
136K
$5.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16.8K- 19.57% |
$539K - $641K
|
69K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-27K- 83.04% |
$866K - $1.03M
|
5.51K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-27.2K- 76.76% |
$872K - $1.04M
|
8.22K
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-35.4K- 79.46% |
$1.14M - $1.35M
|
9.15K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63.3K- 77.82% |
$2.03M - $2.42M
|
18K
$682K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-65.2K- 70.99% |
$2.09M - $2.49M
|
26.6K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-84.8K- 99.58% |
$2.72M - $3.24M
|
355
$13.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-85.4K- 92.49% |
$2.74M - $3.26M
|
6.94K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99.9K- 26.97% |
$3.21M - $3.82M
|
270K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-110K- 59.3% |
$3.54M - $4.22M
|
75.8K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-805K- 95.48% |
$25.9M - $30.8M
|
38.2K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.73M- 98.95% |
$55.6M - $66.2M
|
18.4K
$695K
|