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
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30+ 0.51% |
$963 - $1.15K
|
5.88K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30+ 4.04% |
$963 - $1.15K
|
773
$31.8K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$32.1 - $38.2
|
28.6K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.07% |
$225 - $267
|
10.4K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 0.28% |
$739 - $879
|
8.06K
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29- 0.49% |
$931 - $1.11K
|
5.9K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-35- 0.3% |
$1.12K - $1.34K
|
11.4K
$471K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-50- 0.55% |
$1.61K - $1.91K
|
9.02K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 5.53% |
$1.73K - $2.06K
|
922
$37.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-55- 0.89% |
$1.77K - $2.1K
|
6.16K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-65- 10.64% |
$2.09K - $2.48K
|
546
$22.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-83- 1.18% |
$2.67K - $3.17K
|
6.97K
$287K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-85- 1.24% |
$2.73K - $3.25K
|
6.75K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-87- 70.16% |
$2.79K - $3.32K
|
37
$1.52K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-102- 0.41% |
$3.28K - $3.9K
|
24.9K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-144- 18.07% |
$4.62K - $5.5K
|
653
$26.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-147- 82.58% |
$4.72K - $5.62K
|
31
$1.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-147- 56.11% |
$4.72K - $5.62K
|
115
$4.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-158- 2.3% |
$5.07K - $6.04K
|
6.71K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-167- 22.45% |
$5.36K - $6.38K
|
577
$23.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-188- 0.02% |
$6.04K - $7.18K
|
803K
$33M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 2.9% |
$6.42K - $7.64K
|
6.7K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-206- 0.52% |
$6.61K - $7.87K
|
39.1K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-218- 7.27% |
$7K - $8.33K
|
2.78K
$114K
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-225- 0.18% |
$7.22K - $8.6K
|
121K
$5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-239- 1.48% |
$7.67K - $9.13K
|
16K
$657K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-258- 15.62% |
$8.28K - $9.86K
|
1.39K
$57.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-259- 62.86% |
$8.32K - $9.9K
|
153
$6.3K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-280- 0.9% |
$8.99K - $10.7K
|
30.9K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-307- 0.77% |
$9.86K - $11.7K
|
39.8K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-349- 7.1% |
$11.2K - $13.3K
|
4.57K
$188K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-382- 1.02% |
$12.3K - $14.6K
|
37.2K
$1.53M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-395- 1.05% |
$12.7K - $15.1K
|
37.2K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-438- 6.51% |
$14.1K - $16.7K
|
6.29K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-513- 1.17% |
$16.5K - $19.6K
|
43.5K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-575- 39.12% |
$18.5K - $22K
|
895
$36.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-604- 0.44% |
$19.4K - $23.1K
|
136K
$5.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-618- 12.89% |
$19.8K - $23.6K
|
4.18K
$172K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-619- 0.53% |
$19.9K - $23.7K
|
117K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-688- 3.78% |
$22.1K - $26.3K
|
17.5K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-722- 8.04% |
$23.2K - $27.6K
|
8.26K
$340K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-738- 2.97% |
$23.7K - $28.2K
|
24.1K
$992K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-742- 10.77% |
$23.8K - $28.4K
|
6.15K
$253K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-752- 0.76% |
$24.1K - $28.7K
|
97.7K
$4.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-768- 13.92% |
$24.7K - $29.3K
|
4.75K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-773- 68.65% |
$24.8K - $29.5K
|
353
$14.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-850- 8.19% |
$27.3K - $32.5K
|
9.52K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-850- 0.75% |
$27.3K - $32.5K
|
113K
$4.64M
|
|