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 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.82K- 15.61% |
$105K - $112K
|
15.2K
$627K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-16- 13.91% |
$595 - $634
|
99
$4.07K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
797+ 241.52% |
$29.6K - $31.6K
|
1.13K
$46.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.48K- 3.05% |
$54.9K - $58.4K
|
46.8K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
21.5K+ 2.67% |
$798K - $850K
|
824K
$33.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-14.8K- 19.83% |
$552K - $588K
|
60K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
255K+ 32.34% |
$9.49M - $10.1M
|
1.04M
$43M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-995- 9.54% |
$37K - $39.4K
|
9.44K
$388K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.55K- 44.03% |
$169K - $180K
|
5.79K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.29K- 12.05% |
$345K - $368K
|
67.7K
$2.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.5KNew |
$429K - $457K
|
11.5K
$475K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.2% |
$484 - $515
|
6.37K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
144K+ 4.51% |
$5.36M - $5.7M
|
3.33M
$137M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.5KNew |
$540K - $574K
|
14.5K
$597K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.77K- 22.97% |
$214K - $228K
|
19.3K
$796K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-535- 0.94% |
$19.9K - $21.2K
|
56.5K
$2.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4K- 82.89% |
$149K - $158K
|
825
$33.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
209+ 3.0% |
$7.77K - $8.28K
|
7.18K
$295K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.71K+ 60.83% |
$138K - $147K
|
9.82K
$404K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 8.05% |
$60K - $63.9K
|
18.4K
$757K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
117+ 0.64% |
$4.35K - $4.63K
|
18.3K
$752K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.11K- 0.92% |
$78.6K - $83.7K
|
228K
$9.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.14K- 24.93% |
$228K - $243K
|
18.5K
$760K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-116K- 87.88% |
$4.33M - $4.61M
|
16.1K
$661K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.25K+ 15.89% |
$46.6K - $49.7K
|
9.15K
$376K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.93K- 24.16% |
$109K - $116K
|
9.21K
$379K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
105+ 0.66% |
$3.91K - $4.16K
|
16.1K
$661K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.97K- 1.44% |
$73.2K - $77.9K
|
134K
$5.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-689- 5.87% |
$25.6K - $27.3K
|
11K
$455K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.23K- 9.35% |
$45.8K - $48.8K
|
11.9K
$491K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
31New |
$1.15K - $1.23K
|
31
$1.28K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
557K+ 15.31% |
$20.7M - $22.1M
|
4.19M
$173M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-18.8K- 1.3% |
$701K - $746K
|
1.43M
$59M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-245- 4.1% |
$9.11K - $9.7K
|
5.73K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-31.5K- 4.46% |
$1.17M - $1.25M
|
673K
$27.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.54K- 0.5% |
$57.3K - $61K
|
305K
$12.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
625New |
$23.3K - $24.8K
|
625
$25.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
180New |
$6.7K - $7.13K
|
180
$7.41K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
61New |
$2.27K - $2.42K
|
61
$2.51K
|
|
|
Oct 28, 2025
Q3 2025
|
Darrow Company, Inc.
|
BUY
|
- |
21K+ 10.32% |
$780K - $830K
|
224K
$9.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-468- 5.26% |
$17.4K - $18.5K
|
8.43K
$347K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
532+ 1.73% |
$19.8K - $21.1K
|
31.4K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-536- 1.44% |
$19.9K - $21.2K
|
36.7K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1K+ 6.66% |
$37.2K - $39.6K
|
16K
$659K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.9KNew |
$925K - $985K
|
24.9K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-185- 2.16% |
$6.88K - $7.33K
|
8.39K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.93K- 66.84% |
$258K - $275K
|
3.44K
$142K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.6KNew |
$2.92M - $3.11M
|
78.6K
$3.23M
|
|
|
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
|
|