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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.74K+ 4.45% |
$176K - $188K
|
111K
$4.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-7.02K- 91.59% |
$261K - $278K
|
645
$26.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-387- 16.78% |
$14.4K - $15.3K
|
1.92K
$79K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-125K- 62.43% |
$4.63M - $4.93M
|
74.9K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28.7K+ 78.66% |
$1.07M - $1.14M
|
65.2K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.3K- 4.75% |
$828K - $882K
|
446K
$18.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.72K+ 2.14% |
$250K - $266K
|
321K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
59.2K+ 8.97% |
$2.2M - $2.34M
|
719K
$29.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.13K+ 21.44% |
$79.4K - $84.5K
|
12.1K
$497K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.3K+ 34.07% |
$1.76M - $1.87M
|
186K
$7.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.81% |
$335 - $356
|
1.1K
$45.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-527K- 56.29% |
$19.6M - $20.9M
|
409K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-752- 10.59% |
$28K - $29.8K
|
6.35K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-7.63K- 48.79% |
$284K - $302K
|
8K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
442+ 5.43% |
$16.4K - $17.5K
|
8.59K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.03KNew |
$262K - $279K
|
7.03K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 9.07% |
$65.1K - $69.3K
|
21K
$866K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
935+ 7.26% |
$34.8K - $37K
|
13.8K
$568K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
187+ 3.94% |
$6.96K - $7.41K
|
4.94K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
152+ 0.28% |
$5.65K - $6.02K
|
54.3K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 2.84% |
$52.6K - $56K
|
48.3K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-546- 13.07% |
$20.3K - $21.6K
|
3.63K
$149K
|
|
|
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 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
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.2K- 14.54% |
$750K - $799K
|
119K
$4.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.84M- 33.96% |
$68.4M - $72.8M
|
3.57M
$147M
|
|
|
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
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.2KNew |
$193K - $206K
|
5.2K
$214K
|
|
|
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 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
|
Signature Securities Group Corporation
|
BUY
|
- |
988+ 2.54% |
$36.8K - $39.1K
|
39.9K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-14- 0.11% |
$521 - $555
|
13.1K
$539K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
12.2K+ 10.09% |
$454K - $484K
|
133K
$5.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
17.7K+ 6.57% |
$658K - $701K
|
287K
$11.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 1953.67% |
$693K - $738K
|
19.6K
$806K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 1.53% |
$112 - $119
|
199
$8.19K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.4K- 1.83% |
$609K - $648K
|
877K
$36.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.71K+ 8.35% |
$287K - $305K
|
100K
$4.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.4K+ 1.46% |
$52.2K - $55.6K
|
97.5K
$4.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18.1K- 60.53% |
$674K - $717K
|
11.8K
$486K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
11.3K+ 17.72% |
$420K - $447K
|
75.1K
$3.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-358- 6.68% |
$13.3K - $14.2K
|
5K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
57.1K+ 7.09% |
$2.12M - $2.26M
|
862K
$35.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-327- 1.57% |
$12.2K - $13K
|
20.5K
$842K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.68M- 42.06% |
$137M - $146M
|
5.07M
$208M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
93+ 1.58% |
$3.46K - $3.68K
|
5.98K
$246K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
342+ 12.31% |
$12.7K - $13.5K
|
3.12K
$128K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 1.79% |
$40.8K - $43.4K
|
62.2K
$2.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.48K+ 4.6% |
$167K - $177K
|
102K
$4.19M
|
|