Purchases and Sales Made in Q3 2025 in Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11.3K+ 2.7% |
$419K - $447K
|
429K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
11.2K+ 129.8% |
$416K - $443K
|
19.8K
$815K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
11.1K+ 2.59% |
$412K - $439K
|
439K
$18M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$391K - $417K
|
10.5K
$433K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
9.86K+ 4.86% |
$367K - $391K
|
213K
$8.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.34K+ 12.32% |
$347K - $370K
|
85.1K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.56KNew |
$318K - $339K
|
8.56K
$352K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.2K+ 3.42% |
$305K - $325K
|
248K
$10.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.88KNew |
$293K - $312K
|
7.88K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.71K+ 8.35% |
$287K - $305K
|
100K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
7.63KNew |
$284K - $302K
|
7.63K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.63KNew |
$284K - $302K
|
7.63K
$314K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.44KNew |
$277K - $295K
|
7.44K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.03KNew |
$262K - $279K
|
7.03K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7K+ 75.52% |
$260K - $277K
|
16.3K
$669K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.92K+ 16.75% |
$257K - $274K
|
48.2K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.72K+ 2.14% |
$250K - $266K
|
321K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.72K+ 3.39% |
$250K - $266K
|
205K
$8.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.06K+ 4.14% |
$225K - $240K
|
152K
$6.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.94KNew |
$221K - $235K
|
5.94K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.87K+ 3.22% |
$218K - $233K
|
188K
$7.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.79K+ 30.8% |
$215K - $229K
|
24.6K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.72KNew |
$213K - $227K
|
5.72K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.58K+ 8.7% |
$208K - $221K
|
69.8K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.32KNew |
$198K - $211K
|
5.32K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.2KNew |
$193K - $206K
|
5.2K
$214K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.14KNew |
$191K - $204K
|
5.14K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.1KNew |
$190K - $202K
|
5.1K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.05KNew |
$188K - $200K
|
5.05K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.99K+ 4.61% |
$186K - $198K
|
113K
$4.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.8K+ 25.6% |
$179K - $190K
|
23.6K
$969K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.74K+ 4.45% |
$176K - $188K
|
111K
$4.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.48K+ 4.6% |
$167K - $177K
|
102K
$4.19M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.12K+ 4.22% |
$153K - $163K
|
102K
$4.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
4.03K+ 52.92% |
$150K - $159K
|
11.6K
$479K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.98KNew |
$148K - $158K
|
3.98K
$164K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.71K+ 60.83% |
$138K - $147K
|
9.82K
$404K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.58K+ 3.57% |
$133K - $142K
|
104K
$4.27M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.52K+ 89.01% |
$131K - $139K
|
7.47K
$307K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
3.38K+ 7.04% |
$126K - $134K
|
51.3K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.96K+ 0.69% |
$110K - $117K
|
432K
$17.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.95K+ 21.93% |
$110K - $117K
|
16.4K
$674K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.86K+ 9.98% |
$106K - $113K
|
31.5K
$1.29M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.62K+ 6.67% |
$97.5K - $104K
|
41.9K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.39K+ 24.23% |
$89.1K - $94.8K
|
12.3K
$505K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.38K+ 20.82% |
$88.6K - $94.4K
|
13.8K
$569K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.31K+ 15.24% |
$86K - $91.5K
|
17.5K
$719K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.29K+ 2.05% |
$85.3K - $90.8K
|
114K
$4.69M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2.28K+ 5.73% |
$84.9K - $90.4K
|
42.1K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 5.74% |
$81.2K - $86.5K
|
40.2K
$1.66M
|
|