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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.24K+ 5.95% |
$42.7K - $44.6K
|
22.1K
$761K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-313K- 50.35% |
$10.8M - $11.2M
|
308K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
809+ 2.79% |
$27.8K - $29K
|
29.8K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.45KNew |
$256K - $267K
|
7.45K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
6.85KNew |
$236K - $246K
|
6.85K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.33K+ 1.34% |
$45.8K - $47.8K
|
101K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.6KNew |
$711K - $741K
|
20.6K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.76K+ 1.56% |
$129K - $135K
|
245K
$8.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 5.76% |
$44.1K - $46K
|
23.5K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.04K- 8.2% |
$173K - $181K
|
56.4K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
454+ 1.9% |
$15.6K - $16.3K
|
24.3K
$837K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.24KNew |
$77.1K - $80.4K
|
2.24K
$77.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
458New |
$15.8K - $16.4K
|
458
$15.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
350+ 2.93% |
$12K - $12.6K
|
12.3K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
143New |
$4.92K - $5.13K
|
143
$4.92K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-7.5K- 39.87% |
$258K - $269K
|
11.3K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
16.5K+ 11.78% |
$566K - $590K
|
156K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10New |
$344 - $359
|
10
$344
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
88.4KNew |
$3.04M - $3.17M
|
88.4K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.3K+ 7.53% |
$79.1K - $82.5K
|
32.8K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.93K- 27.89% |
$101K - $105K
|
7.57K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.56K- 25.83% |
$191K - $199K
|
16K
$549K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.26K+ 3.86% |
$77.8K - $81.1K
|
60.8K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
199K+ 4.71% |
$6.84M - $7.13M
|
4.42M
$152M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
5.95K+ 12.46% |
$205K - $214K
|
53.7K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.41K- 94.39% |
$48.7K - $50.7K
|
84
$2.89K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.13M - $4.3M
|
120K
$4.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
110KNew |
$3.78M - $3.94M
|
110K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
972+ 10.93% |
$33.5K - $34.9K
|
9.86K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.68K+ 3.19% |
$57.9K - $60.4K
|
54.4K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-926- 0.8% |
$31.9K - $33.2K
|
115K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
19.5KNew |
$671K - $699K
|
19.5K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
7.68K+ 5.94% |
$264K - $276K
|
137K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$284K - $296K
|
8.25K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
198New |
$6.82K - $7.1K
|
198
$6.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-627- 2.28% |
$21.6K - $22.5K
|
26.9K
$924K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123+ 1.0% |
$4.23K - $4.41K
|
12.4K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.4K- 9.65% |
$632K - $659K
|
172K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.87K+ 7.71% |
$236K - $246K
|
96K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.17KNew |
$74.6K - $77.7K
|
2.17K
$74.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.18K- 1.88% |
$74.9K - $78K
|
114K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
807+ 4.46% |
$27.8K - $29K
|
18.9K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
15.8KNew |
$545K - $568K
|
15.8K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
157KNew |
$5.4M - $5.63M
|
157K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11K+ 128.84% |
$377K - $393K
|
19.5K
$670K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.32KNew |
$218K - $227K
|
6.32K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.92KNew |
$66.2K - $69K
|
1.92K
$66.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
335KNew |
$11.5M - $12M
|
335K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.14K+ 22.49% |
$211K - $220K
|
33.4K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 5.24% |
$139K - $145K
|
81K
$2.79M
|