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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.7K+ 60.35% |
$441K - $525K
|
36.5K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13.7KNew |
$439K - $523K
|
13.7K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.4KNew |
$431K - $513K
|
13.4K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13.2KNew |
$423K - $503K
|
13.2K
$542K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$421K - $501K
|
13.1K
$540K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.7K+ 15.9% |
$407K - $484K
|
92.4K
$3.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12.5K+ 3.0% |
$401K - $478K
|
429K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11.3K+ 4.38% |
$363K - $432K
|
269K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
11.3K+ 3.47% |
$362K - $430K
|
336K
$13.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.2K+ 39.78% |
$359K - $427K
|
39.3K
$1.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11K+ 8.47% |
$353K - $420K
|
141K
$5.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
11K+ 17.21% |
$353K - $420K
|
74.8K
$3.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10.6KNew |
$340K - $405K
|
10.6K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10KNew |
$321K - $383K
|
10K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$305K - $363K
|
9.5K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.44K+ 10.6% |
$303K - $361K
|
98.5K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
9.27KNew |
$298K - $354K
|
9.27K
$381K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
9.04K+ 4.63% |
$290K - $345K
|
204K
$8.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9KNew |
$289K - $344K
|
9K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.9KNew |
$286K - $340K
|
8.9K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
8.66K+ 2.0% |
$278K - $331K
|
441K
$18.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.61KNew |
$277K - $329K
|
8.61K
$354K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.59K+ 10.87% |
$276K - $328K
|
87.6K
$3.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
7.8K+ 107.11% |
$251K - $298K
|
15.1K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.78KNew |
$250K - $297K
|
7.78K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.43KNew |
$239K - $284K
|
7.43K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.21K+ 15.7% |
$200K - $237K
|
45.8K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.18KNew |
$198K - $236K
|
6.18K
$254K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.11KNew |
$196K - $233K
|
6.11K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.05K+ 3.43% |
$194K - $231K
|
182K
$7.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.54KNew |
$178K - $212K
|
5.54K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.51K+ 5.45% |
$177K - $211K
|
107K
$4.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.3KNew |
$170K - $203K
|
5.3K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.21K+ 37.03% |
$167K - $199K
|
19.3K
$794K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.16K+ 5.67% |
$166K - $197K
|
96.1K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.02K+ 4.41% |
$161K - $192K
|
119K
$4.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.96K+ 4134.17% |
$159K - $190K
|
5.08K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.87K+ 55.11% |
$156K - $186K
|
13.7K
$564K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$118K - $140K
|
3.68K
$151K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.55K+ 875.31% |
$114K - $135K
|
3.95K
$163K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.36K+ 1.99% |
$108K - $128K
|
172K
$7.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.31KNew |
$106K - $126K
|
3.31K
$136K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.27K+ 21.08% |
$105K - $125K
|
18.8K
$772K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.09K+ 16.32% |
$99.1K - $118K
|
22K
$905K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.89K+ 38.24% |
$92.6K - $110K
|
10.4K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.78K+ 233.95% |
$89.2K - $106K
|
3.96K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.57K+ 2.17% |
$82.7K - $98.4K
|
121K
$4.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.55K+ 11.22% |
$82K - $97.6K
|
25.3K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.55K+ 17.41% |
$82K - $97.6K
|
17.2K
$709K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.53K+ 15.55% |
$81.2K - $96.6K
|
18.8K
$773K
|
|