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 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-31.1K- 92.17% |
$1M - $1.19M
|
2.65K
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-34K- 81.24% |
$1.09M - $1.3M
|
7.85K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-34K- 67.61% |
$1.09M - $1.3M
|
16.3K
$670K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-34.2K- 46.56% |
$1.1M - $1.31M
|
39.3K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-35.2K- 99.78% |
$1.13M - $1.35M
|
77
$3.17K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-35.4K- 79.46% |
$1.14M - $1.35M
|
9.15K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-35.5K- 12.88% |
$1.14M - $1.36M
|
240K
$9.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36.9K- 74.91% |
$1.19M - $1.41M
|
12.4K
$509K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37.2K- 88.52% |
$1.19M - $1.42M
|
4.82K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-37.8K- 2.61% |
$1.21M - $1.44M
|
1.41M
$58M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-38.4K- 12.01% |
$1.23M - $1.47M
|
281K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40.8K- 69.63% |
$1.31M - $1.56M
|
17.8K
$733K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-41K- 29.04% |
$1.32M - $1.57M
|
100K
$4.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-42.2K- 87.73% |
$1.36M - $1.61M
|
5.91K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-43K- 87.86% |
$1.38M - $1.64M
|
5.94K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44.7K- 90.7% |
$1.44M - $1.71M
|
4.59K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-45.4K- 29.93% |
$1.46M - $1.74M
|
106K
$4.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-45.4K- 68.83% |
$1.46M - $1.74M
|
20.6K
$847K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-48.3K- 49.28% |
$1.55M - $1.85M
|
49.7K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-49K- 10.15% |
$1.57M - $1.87M
|
434K
$17.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-49.3K- 89.35% |
$1.58M - $1.88M
|
5.87K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-55.4K- 78.57% |
$1.78M - $2.12M
|
15.1K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-61K- 98.33% |
$1.96M - $2.33M
|
1.04K
$42.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-61.3K- 72.93% |
$1.97M - $2.34M
|
22.8K
$936K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-61.4K- 90.9% |
$1.97M - $2.35M
|
6.15K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-63.3K- 77.82% |
$2.03M - $2.42M
|
18K
$742K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-65.2K- 70.99% |
$2.09M - $2.49M
|
26.6K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-70.7K- 75.34% |
$2.27M - $2.7M
|
23.1K
$952K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-73.7K- 86.82% |
$2.37M - $2.82M
|
11.2K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-75K- 75.31% |
$2.41M - $2.87M
|
24.6K
$1.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-76.4K- 76.09% |
$2.45M - $2.92M
|
24K
$988K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-77.5K- 98.52% |
$2.49M - $2.96M
|
1.16K
$47.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-78.2K- 50.98% |
$2.51M - $2.99M
|
75.2K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-84.8K- 99.58% |
$2.72M - $3.24M
|
355
$14.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-85.4K- 92.49% |
$2.74M - $3.26M
|
6.94K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-85.5K- 86.19% |
$2.75M - $3.27M
|
13.7K
$564K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-86.5K- 89.29% |
$2.78M - $3.31M
|
10.4K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-90K- 49.43% |
$2.89M - $3.44M
|
92.1K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-92K- 68.38% |
$2.95M - $3.51M
|
42.5K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99.9K- 26.97% |
$3.21M - $3.82M
|
270K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-101K- 79.82% |
$3.23M - $3.85M
|
25.4K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-110K- 59.3% |
$3.54M - $4.22M
|
75.8K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-111K- 62.98% |
$3.55M - $4.22M
|
65K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-111K- 23.57% |
$3.57M - $4.25M
|
361K
$14.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-116K- 92.36% |
$3.73M - $4.44M
|
9.6K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-117K- 34.52% |
$3.76M - $4.47M
|
222K
$9.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-120K- 97.84% |
$3.84M - $4.57M
|
2.64K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-137K- 22.72% |
$4.41M - $5.25M
|
467K
$19.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-143K- 77.5% |
$4.58M - $5.45M
|
41.4K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-147K- 63.57% |
$4.71M - $5.61M
|
84.1K
$3.46M
|
|