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 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 1.93% |
$186 - $198
|
264
$10.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-31.7K- 22.92% |
$1.18M - $1.26M
|
107K
$4.39M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.7K- 15.32% |
$100K - $107K
|
14.9K
$614K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
198New |
$7.37K - $7.84K
|
198
$8.15K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-173- 14.88% |
$6.44K - $6.85K
|
990
$40.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-8.39K- 5.51% |
$312K - $332K
|
144K
$5.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.67K+ 1.44% |
$62.2K - $66.2K
|
118K
$4.85M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 2.24% |
$5.58K - $5.94K
|
6.55K
$270K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
25.3K+ 40.11% |
$941K - $1M
|
88.4K
$3.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
11New |
$409 - $436
|
11
$453
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
12New |
$446 - $475
|
12
$494
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17K- 26.84% |
$634K - $675K
|
46.5K
$1.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.29K+ 2.05% |
$85.3K - $90.8K
|
114K
$4.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
111K+ 9264.7% |
$4.14M - $4.41M
|
112K
$4.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.28K- 93.78% |
$159K - $170K
|
284
$11.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-419- 2.08% |
$15.6K - $16.6K
|
19.7K
$810K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.02K+ 1.79% |
$75.1K - $80K
|
115K
$4.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.2K+ 5.83% |
$44.6K - $47.5K
|
21.8K
$896K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-283K- 86.75% |
$10.5M - $11.2M
|
43.2K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.91K- 52.81% |
$220K - $234K
|
5.28K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$391K - $417K
|
10.5K
$433K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.1KNew |
$190K - $202K
|
5.1K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.12K- 96.64% |
$41.7K - $44.4K
|
39
$1.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
140+ 1.7% |
$5.21K - $5.55K
|
8.37K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54.3K- 20.08% |
$2.02M - $2.15M
|
216K
$8.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.22K- 17.53% |
$45.2K - $48.2K
|
5.72K
$235K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.95K+ 21.93% |
$110K - $117K
|
16.4K
$674K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
256+ 167.32% |
$9.52K - $10.1K
|
409
$16.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
29+ 0.11% |
$1.08K - $1.15K
|
26.9K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
190K+ 4.92% |
$7.06M - $7.52M
|
4.05M
$166M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.14KNew |
$191K - $204K
|
5.14K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 1.36% |
$52K - $55.4K
|
104K
$4.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31.7K- 30.13% |
$1.18M - $1.26M
|
73.5K
$3.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
26+ 0.29% |
$967 - $1.03K
|
9.03K
$372K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.72KNew |
$213K - $227K
|
5.72K
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$37.2 - $39.6
|
8.9K
$366K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 3.23% |
$37.2 - $39.6
|
32
$1.32K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.88KNew |
$293K - $312K
|
7.88K
$324K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-4.05K- 48.96% |
$151K - $160K
|
4.22K
$174K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
412New |
$15.3K - $16.3K
|
412
$17K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
705+ 2.48% |
$26.2K - $27.9K
|
29.2K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-152- 1.11% |
$5.65K - $6.02K
|
13.5K
$557K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
34.5K+ 7.08% |
$1.28M - $1.37M
|
522K
$21.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-536- 3.11% |
$19.9K - $21.2K
|
16.7K
$687K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 1.47% |
$149 - $158
|
277
$11.4K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-5.46K- 7.47% |
$203K - $216K
|
67.6K
$2.78M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.12K+ 4.22% |
$153K - $163K
|
102K
$4.19M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.28K- 1.52% |
$202K - $240K
|
406K
$16.7M
|
|
|
Nov 14, 2025
Q2 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.62K- 26.42% |
$116K - $138K
|
10.1K
$415K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-11.5KClosed |
$368K - $438K
|
0
$0
|
|