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 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
88.3K+ 31.2% |
$3.04M - $3.17M
|
371K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.7K+ 375.82% |
$370K - $385K
|
13.6K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
438K+ 100.0% |
$15.1M - $15.7M
|
877K
$30.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
90.8KNew |
$3.13M - $3.26M
|
90.8K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
28+ 0.5% |
$964 - $1K
|
5.66K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 2.68% |
$424K - $442K
|
471K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 2.35% |
$129K - $135K
|
163K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42+ 600.0% |
$1.45K - $1.51K
|
49
$1.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-283- 0.04% |
$9.74K - $10.2K
|
675K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-84.3K- 32.66% |
$2.9M - $3.02M
|
174K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
56.5K+ 31.67% |
$1.94M - $2.03M
|
235K
$8.07M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.17K+ 8.08% |
$316K - $329K
|
123K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-110K- 53.62% |
$3.8M - $3.96M
|
95.4K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 1.05% |
$68.8 - $71.8
|
192
$6.6K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50.5K- 1.17% |
$1.74M - $1.81M
|
4.28M
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-142K- 10.1% |
$4.87M - $5.08M
|
1.26M
$43.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-501- 88.99% |
$17.2K - $18K
|
62
$2.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.28K- 12.73% |
$285K - $297K
|
56.8K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-54.8K- 32.15% |
$1.89M - $1.97M
|
116K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.2M- 65.65% |
$41.4M - $43.1M
|
629K
$21.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23.4K+ 7076.13% |
$806K - $840K
|
23.8K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.18K+ 30.35% |
$109K - $114K
|
13.7K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
225KNew |
$7.75M - $8.08M
|
225K
$7.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-74- 0.51% |
$2.55K - $2.66K
|
14.5K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
728New |
$25.1K - $26.1K
|
728
$25K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-58.7K- 40.72% |
$2.02M - $2.11M
|
85.4K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
270K+ 5.06% |
$9.28M - $9.68M
|
5.6M
$193M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
373New |
$12.8K - $13.4K
|
373
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.65K- 29.45% |
$56.8K - $59.2K
|
3.95K
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.94K+ 13.8% |
$66.8K - $69.7K
|
16K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.7K+ 0.76% |
$1.92M - $2M
|
7.36M
$253M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-130K- 6.33% |
$4.48M - $4.67M
|
1.92M
$66.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
27.8K+ 9.03% |
$957K - $998K
|
336K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.66K+ 29.27% |
$126K - $131K
|
16.2K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.86K- 6.58% |
$63.9K - $66.6K
|
26.4K
$907K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32.8KNew |
$1.13M - $1.18M
|
32.8K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.54K+ 21.96% |
$328K - $342K
|
53K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-303K- 97.62% |
$10.4M - $10.9M
|
7.39K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.49K+ 5.12% |
$51.2K - $53.4K
|
30.5K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
71+ 0.94% |
$2.44K - $2.55K
|
7.61K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
753+ 5.5% |
$25.9K - $27K
|
14.4K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.45M+ 7.33% |
$119M - $124M
|
50.5M
$1.74B
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
114New |
$3.92K - $4.09K
|
114
$3.92K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
22.2KNew |
$764K - $796K
|
22.2K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.55K+ 44.13% |
$87.9K - $91.6K
|
8.34K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 5.67% |
$3.57M - $3.72M
|
1.93M
$66.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
519K+ 19.08% |
$17.9M - $18.6M
|
3.24M
$112M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.65KNew |
$332K - $346K
|
9.65K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
425New |
$14.6K - $15.2K
|
425
$14.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
329KNew |
$11.3M - $11.8M
|
329K
$11.3M
|