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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
180New |
$6.7K - $7.13K
|
180
$7.41K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
161+ 0.41% |
$5.99K - $6.38K
|
39.2K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
152+ 0.28% |
$5.65K - $6.02K
|
54.3K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
140+ 1.7% |
$5.21K - $5.55K
|
8.37K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
138+ 1.43% |
$5.13K - $5.47K
|
9.81K
$404K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
125+ 390.63% |
$4.65K - $4.95K
|
157
$6.46K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
117+ 0.64% |
$4.35K - $4.63K
|
18.3K
$752K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
105+ 0.66% |
$3.91K - $4.16K
|
16.1K
$661K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
93+ 1.58% |
$3.46K - $3.68K
|
5.98K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
93+ 0.23% |
$3.46K - $3.68K
|
40.2K
$1.65M
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
92+ 0.33% |
$3.42K - $3.64K
|
28K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
61New |
$2.27K - $2.42K
|
61
$2.51K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.12% |
$1.9K - $2.02K
|
43.6K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
50+ 0.64% |
$1.86K - $1.98K
|
7.83K
$322K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
31New |
$1.15K - $1.23K
|
31
$1.28K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
29+ 0.11% |
$1.08K - $1.15K
|
26.9K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27+ 0.08% |
$1K - $1.07K
|
34.9K
$1.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
26+ 0.29% |
$967 - $1.03K
|
9.03K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
17+ 0.18% |
$632 - $673
|
9.35K
$385K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.2% |
$484 - $515
|
6.37K
$262K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
12New |
$446 - $475
|
12
$494
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
11New |
$409 - $436
|
11
$453
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 1.93% |
$186 - $198
|
264
$10.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 2.08% |
$149 - $158
|
196
$8.07K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.47% |
$149 - $158
|
277
$11.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 1.53% |
$112 - $119
|
199
$8.19K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.03% |
$37.2 - $39.6
|
34
$1.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$37.2 - $39.6
|
8.9K
$366K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 3.23% |
$37.2 - $39.6
|
32
$1.32K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-7- 24.14% |
$260 - $277
|
22
$905
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.81% |
$335 - $356
|
1.1K
$45.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-14- 0.24% |
$521 - $555
|
5.86K
$241K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-14- 0.11% |
$521 - $555
|
13.1K
$539K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-16- 13.91% |
$595 - $634
|
99
$4.07K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-33- 0.56% |
$1.23K - $1.31K
|
5.82K
$240K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-41- 2.94% |
$1.53K - $1.62K
|
1.35K
$55.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-51- 1.29% |
$1.9K - $2.02K
|
3.91K
$161K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-81- 1.01% |
$3.01K - $3.21K
|
7.98K
$328K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-86- 0.7% |
$3.2K - $3.41K
|
12.2K
$502K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-88- 62.41% |
$3.27K - $3.49K
|
53
$2.18K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-90- 35.57% |
$3.35K - $3.56K
|
163
$6.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-96- 0.98% |
$3.57K - $3.8K
|
9.69K
$399K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-136- 1.83% |
$5.06K - $5.39K
|
7.3K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-138- 1.52% |
$5.13K - $5.47K
|
8.95K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-142- 40.0% |
$5.28K - $5.62K
|
213
$8.76K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 2.24% |
$5.58K - $5.94K
|
6.55K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-152- 1.11% |
$5.65K - $6.02K
|
13.5K
$557K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-159- 0.92% |
$5.91K - $6.3K
|
17.2K
$707K
|
|