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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.75K- 5.42% |
$251K - $267K
|
118K
$4.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
3.38K+ 7.04% |
$126K - $134K
|
51.3K
$2.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.8K+ 25.6% |
$179K - $190K
|
23.6K
$969K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1.5K- 13.27% |
$55.8K - $59.4K
|
9.8K
$403K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.12% |
$1.9K - $2.02K
|
43.6K
$1.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-81- 1.01% |
$3.01K - $3.21K
|
7.98K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-147K- 70.31% |
$5.46M - $5.82M
|
62K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
195K+ 511.49% |
$7.26M - $7.73M
|
233K
$9.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
733+ 3.17% |
$27.3K - $29K
|
23.9K
$983K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-483- 5.08% |
$18K - $19.1K
|
9.02K
$371K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.12K- 6.87% |
$227K - $242K
|
82.9K
$3.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
285+ 7.75% |
$10.6K - $11.3K
|
3.96K
$163K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.7KNew |
$1.33M - $1.41M
|
35.7K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.59K+ 15.31% |
$59.3K - $63.1K
|
12K
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-4.04K- 4.14% |
$150K - $160K
|
93.6K
$3.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
516+ 1.6% |
$19.2K - $20.4K
|
32.7K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 5.74% |
$81.2K - $86.5K
|
40.2K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-457K- 99.89% |
$17M - $18.1M
|
519
$21.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.68K- 2.81% |
$62.5K - $66.5K
|
58.2K
$2.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
20K+ 24.21% |
$743K - $791K
|
102K
$4.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-613- 0.41% |
$22.8K - $24.3K
|
150K
$6.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.4K- 6.34% |
$1.46M - $1.56M
|
582K
$23.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
833+ 3.3% |
$31K - $33K
|
26.1K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.35K- 21.09% |
$87.6K - $93.2K
|
8.81K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.99K+ 4.61% |
$186K - $198K
|
113K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.96K+ 0.69% |
$110K - $117K
|
432K
$17.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
17+ 0.18% |
$632 - $673
|
9.35K
$385K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-277- 5.53% |
$10.3K - $11K
|
4.73K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.87K+ 3.22% |
$218K - $233K
|
188K
$7.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
335+ 0.8% |
$12.5K - $13.3K
|
42.2K
$1.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
833+ 0.69% |
$31K - $33K
|
122K
$5.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-965- 10.85% |
$35.9K - $38.2K
|
7.93K
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-217- 3.64% |
$8.07K - $8.6K
|
5.75K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
271+ 1.71% |
$10.1K - $10.7K
|
16.1K
$663K
|
|
|
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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.5K+ 7.26% |
$466K - $496K
|
185K
$7.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-115K- 94.43% |
$4.28M - $4.56M
|
6.79K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-12K- 65.57% |
$448K - $477K
|
6.32K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-16.3K- 58.63% |
$605K - $644K
|
11.5K
$472K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-183K- 44.97% |
$6.79M - $7.23M
|
223K
$9.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-8.76K- 2.63% |
$326K - $347K
|
324K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-960- 50.93% |
$35.7K - $38K
|
925
$38.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.2K- 48.85% |
$1.79M - $1.91M
|
50.5K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.98KNew |
$148K - $158K
|
3.98K
$164K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-7.76K- 11.25% |
$289K - $307K
|
61.2K
$2.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.13K- 7.98% |
$79.1K - $84.2K
|
24.5K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.37K- 34.21% |
$162K - $173K
|
8.4K
$346K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-159- 0.92% |
$5.91K - $6.3K
|
17.2K
$707K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-361- 4.39% |
$13.4K - $14.3K
|
7.86K
$324K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
BUY
|
- |
539+ 0.75% |
$20.1K - $21.3K
|
72.1K
$2.97M
|
|