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 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-173- 14.88% |
$6.44K - $6.85K
|
990
$40.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-185- 2.16% |
$6.88K - $7.33K
|
8.39K
$345K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-217- 3.64% |
$8.07K - $8.6K
|
5.75K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-245- 4.1% |
$9.11K - $9.7K
|
5.73K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-263- 57.42% |
$9.78K - $10.4K
|
195
$8.02K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-265- 32.48% |
$9.86K - $10.5K
|
551
$22.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-268- 1.11% |
$9.97K - $10.6K
|
23.8K
$981K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-277- 5.53% |
$10.3K - $11K
|
4.73K
$195K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-327- 1.57% |
$12.2K - $13K
|
20.5K
$842K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-329- 47.75% |
$12.2K - $13K
|
360
$14.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-358- 6.68% |
$13.3K - $14.2K
|
5K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-361- 4.39% |
$13.4K - $14.3K
|
7.86K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-387- 16.78% |
$14.4K - $15.3K
|
1.92K
$79K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-392- 5.81% |
$14.6K - $15.5K
|
6.36K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-419- 2.08% |
$15.6K - $16.6K
|
19.7K
$810K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-423- 1.1% |
$15.7K - $16.8K
|
38K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-423- 4.08% |
$15.7K - $16.8K
|
9.96K
$410K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-468- 5.26% |
$17.4K - $18.5K
|
8.43K
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-483- 5.08% |
$18K - $19.1K
|
9.02K
$371K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-535- 0.94% |
$19.9K - $21.2K
|
56.5K
$2.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-536- 3.11% |
$19.9K - $21.2K
|
16.7K
$687K
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-536- 1.44% |
$19.9K - $21.2K
|
36.7K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-546- 13.07% |
$20.3K - $21.6K
|
3.63K
$149K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-613- 0.41% |
$22.8K - $24.3K
|
150K
$6.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-637- 5.15% |
$23.7K - $25.2K
|
11.7K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-682- 2.69% |
$25.4K - $27K
|
24.6K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-689- 5.87% |
$25.6K - $27.3K
|
11K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-712- 8.63% |
$26.5K - $28.2K
|
7.54K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-752- 10.59% |
$28K - $29.8K
|
6.35K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-798- 8.31% |
$29.7K - $31.6K
|
8.81K
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-960- 50.93% |
$35.7K - $38K
|
925
$38.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-965- 10.85% |
$35.9K - $38.2K
|
7.93K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-995- 9.54% |
$37K - $39.4K
|
9.44K
$388K
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-1.04K- 16.54% |
$38.7K - $41.2K
|
5.25K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.04K- 3.06% |
$38.8K - $41.3K
|
33K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.06K- 0.99% |
$39.4K - $41.9K
|
106K
$4.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 0.33% |
$41K - $43.7K
|
334K
$13.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.12K- 96.64% |
$41.7K - $44.4K
|
39
$1.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.18K- 44.65% |
$44K - $46.8K
|
1.47K
$60.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.22K- 17.53% |
$45.2K - $48.2K
|
5.72K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.23K- 9.35% |
$45.8K - $48.8K
|
11.9K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.28K- 5.7% |
$47.4K - $50.5K
|
21.1K
$868K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.33K- 0.2% |
$49.3K - $52.5K
|
645K
$26.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 2.84% |
$52.6K - $56K
|
48.3K
$1.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.48K- 3.05% |
$54.9K - $58.4K
|
46.8K
$1.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1.5K- 13.27% |
$55.8K - $59.4K
|
9.8K
$403K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.54K- 0.5% |
$57.3K - $61K
|
305K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.56K- 97.92% |
$57.9K - $61.6K
|
33
$1.36K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 8.05% |
$60K - $63.9K
|
18.4K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.68K- 2.81% |
$62.5K - $66.5K
|
58.2K
$2.39M
|
|