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 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.4K- 1.83% |
$609K - $648K
|
877K
$36.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17K- 26.84% |
$634K - $675K
|
46.5K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.9K- 8.15% |
$666K - $709K
|
202K
$8.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18.1K- 60.53% |
$674K - $717K
|
11.8K
$486K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-18.8K- 1.3% |
$701K - $746K
|
1.43M
$59M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.2K- 14.54% |
$750K - $799K
|
119K
$4.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.3K- 4.75% |
$828K - $882K
|
446K
$18.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23K- 16.32% |
$854K - $910K
|
118K
$4.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-23.9K- 88.88% |
$889K - $947K
|
2.99K
$123K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26.3K- 26.75% |
$980K - $1.04M
|
72.1K
$2.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.4K- 23.38% |
$1.09M - $1.16M
|
96.3K
$3.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30.2K- 91.36% |
$1.13M - $1.2M
|
2.86K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.2K- 37.09% |
$1.16M - $1.24M
|
52.9K
$2.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-31.5K- 4.46% |
$1.17M - $1.25M
|
673K
$27.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31.7K- 30.13% |
$1.18M - $1.26M
|
73.5K
$3.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-31.7K- 22.92% |
$1.18M - $1.26M
|
107K
$4.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.1K- 1.89% |
$1.27M - $1.35M
|
1.77M
$72.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-35.6K- 77.67% |
$1.33M - $1.41M
|
10.2K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-35.9K- 84.53% |
$1.34M - $1.42M
|
6.58K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37.1K- 37.46% |
$1.38M - $1.47M
|
62K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.3K- 20.66% |
$1.39M - $1.48M
|
143K
$5.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.4K- 6.34% |
$1.46M - $1.56M
|
582K
$23.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.2K- 48.85% |
$1.79M - $1.91M
|
50.5K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-48.7K- 74.96% |
$1.81M - $1.93M
|
16.3K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.3K- 13.35% |
$2.02M - $2.15M
|
352K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54.3K- 20.08% |
$2.02M - $2.15M
|
216K
$8.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-64.3K- 3.13% |
$2.39M - $2.55M
|
1.99M
$81.8M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-74.4K- 98.93% |
$2.77M - $2.95M
|
804
$33.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-95.2K- 6.76% |
$3.54M - $3.77M
|
1.31M
$54M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96.1K- 68.03% |
$3.57M - $3.8M
|
45.1K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-108K- 2.73% |
$4M - $4.26M
|
3.83M
$158M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-115K- 94.43% |
$4.28M - $4.56M
|
6.79K
$279K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-116K- 87.88% |
$4.33M - $4.61M
|
16.1K
$661K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-125K- 62.43% |
$4.63M - $4.93M
|
74.9K
$3.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-147K- 70.31% |
$5.46M - $5.82M
|
62K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-152K- 6.39% |
$5.65M - $6.02M
|
2.23M
$91.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-155K- 77.25% |
$5.78M - $6.15M
|
45.7K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-160K- 62.55% |
$5.97M - $6.36M
|
96.1K
$3.95M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-171K- 94.87% |
$6.36M - $6.77M
|
9.25K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-183K- 44.97% |
$6.79M - $7.23M
|
223K
$9.19M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-244K- 65.9% |
$9.07M - $9.66M
|
126K
$5.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-261K- 92.83% |
$9.71M - $10.3M
|
20.2K
$830K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-283K- 86.75% |
$10.5M - $11.2M
|
43.2K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-318K- 21.55% |
$11.8M - $12.6M
|
1.16M
$47.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-361K- 69.6% |
$13.4M - $14.3M
|
158K
$6.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-457K- 99.89% |
$17M - $18.1M
|
519
$21.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-527K- 56.29% |
$19.6M - $20.9M
|
409K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-873K- 13.19% |
$32.5M - $34.6M
|
5.75M
$236M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.16M- 99.41% |
$43.1M - $45.9M
|
6.85K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.84M- 33.96% |
$68.4M - $72.8M
|
3.57M
$147M
|
|