Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEFA)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1K+ 94.71% |
$383K - $399K
|
22.9K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.55KNew |
$260K - $271K
|
7.55K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$40.8K - $42.5K
|
1.18K
$48.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-167- 0.91% |
$5.75K - $5.99K
|
18.2K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
113KNew |
$3.88M - $4.04M
|
113K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
52.8KNew |
$1.82M - $1.89M
|
52.8K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-310- 2.52% |
$10.7K - $11.1K
|
12K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-72.5K- 71.25% |
$2.49M - $2.6M
|
29.2K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-501- 88.99% |
$17.2K - $18K
|
62
$2.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
728New |
$25.1K - $26.1K
|
728
$30K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
425New |
$14.6K - $15.2K
|
425
$17.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
114New |
$3.92K - $4.09K
|
114
$4.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.26KNew |
$147K - $153K
|
4.26K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-144- 44.72% |
$4.96K - $5.17K
|
178
$7.32K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
79.1KNew |
$2.72M - $2.84M
|
79.1K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5K+ 21.91% |
$172K - $179K
|
27.8K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$19.2K - $20.1K
|
559
$23K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-578- 27.05% |
$19.9K - $20.7K
|
1.56K
$64.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-4.18K- 64.86% |
$144K - $150K
|
2.27K
$93.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$51.6K - $53.8K
|
1.5K
$61.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
554New |
$19.1K - $19.9K
|
554
$22.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 2.33% |
$34.4 - $35.9
|
44
$1.81K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
224New |
$7.71K - $8.04K
|
224
$9.22K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-16.2K- 15.44% |
$559K - $583K
|
88.9K
$3.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.45KNew |
$256K - $267K
|
7.45K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 39.0% |
$2.68K - $2.8K
|
122
$5.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
143New |
$4.92K - $5.13K
|
143
$5.88K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
458New |
$15.8K - $16.4K
|
458
$18.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
88.4KNew |
$3.04M - $3.17M
|
88.4K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.13M - $4.3M
|
120K
$4.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.68K+ 3.19% |
$57.9K - $60.4K
|
54.4K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
198New |
$6.82K - $7.1K
|
198
$8.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.17KNew |
$74.6K - $77.7K
|
2.17K
$89.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.92KNew |
$66.2K - $69K
|
1.92K
$79.2K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 0.62% |
$1.38K - $1.44K
|
6.44K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$15.1K - $15.8K
|
440
$18.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.18K- 4.11% |
$110K - $114K
|
74.2K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$172 - $179
|
5
$206
|
|
| Q3 2024 | |||||||
|
Dec 15, 2025
Q3 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
7.45KNew |
$241K - $267K
|
7.45K
$306K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-956Closed |
$30.9K - $34.3K
|
0
$0
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
38.6KNew |
$1.25M - $1.38M
|
38.6K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.63K- 16.4% |
$182K - $202K
|
28.7K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-147K- 48.21% |
$4.75M - $5.26M
|
158K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-140- 1.1% |
$4.53K - $5.02K
|
12.6K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-173- 1.53% |
$5.59K - $6.2K
|
11.1K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
57New |
$1.84K - $2.04K
|
57
$2.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
333+ 1.78% |
$10.8K - $11.9K
|
19K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-103K- 85.71% |
$3.35M - $3.71M
|
17.2K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17New |
$550 - $609
|
17
$700
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13KNew |
$422K - $467K
|
13K
$537K
|
|