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
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.59K+ 10.87% |
$276K - $328K
|
87.6K
$3.6M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.07K+ 341.82% |
$66.4K - $79K
|
2.67K
$110K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
37New |
$1.19K - $1.41K
|
37
$1.52K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
17.9KNew |
$575K - $685K
|
17.9K
$737K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-170K- 87.45% |
$5.46M - $6.49M
|
24.4K
$1M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.29KClosed |
$138K - $164K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-773- 68.65% |
$24.8K - $29.5K
|
353
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.6K- 45.49% |
$51.4K - $61.1K
|
1.92K
$78.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-55- 0.89% |
$1.77K - $2.1K
|
6.16K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$448K - $533K
|
13.9K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-23.3K- 70.13% |
$748K - $890K
|
9.93K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.8K+ 245.53% |
$1.05M - $1.25M
|
46.2K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 5.53% |
$1.73K - $2.06K
|
922
$37.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2.13K- 39.7% |
$68.2K - $81.2K
|
3.23K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.02K+ 4.41% |
$161K - $192K
|
119K
$4.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
44.4KNew |
$1.42M - $1.7M
|
44.4K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-575- 39.12% |
$18.5K - $22K
|
895
$36.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-850- 8.19% |
$27.3K - $32.5K
|
9.52K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40.8K- 69.63% |
$1.31M - $1.56M
|
17.8K
$733K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.21K+ 15.7% |
$200K - $237K
|
45.8K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-61K- 98.33% |
$1.96M - $2.33M
|
1.04K
$42.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-219K- 92.91% |
$7.03M - $8.36M
|
16.7K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-25K- 99.84% |
$803K - $955K
|
40
$1.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
21.2K+ 5.52% |
$679K - $808K
|
404K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.31KNew |
$106K - $126K
|
3.31K
$136K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-722- 8.04% |
$23.2K - $27.6K
|
8.26K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.18KNew |
$198K - $236K
|
6.18K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 99.19% |
$55.2K - $65.7K
|
14
$576
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-20.4K- 96.6% |
$654K - $778K
|
718
$29.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-619- 0.53% |
$19.9K - $23.7K
|
117K
$4.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-85.5K- 86.19% |
$2.75M - $3.27M
|
13.7K
$564K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.04K- 13.23% |
$65.3K - $77.8K
|
13.4K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.77K+ 9.13% |
$57K - $67.8K
|
21.2K
$873K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
821+ 25.74% |
$26.4K - $31.4K
|
4.01K
$165K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-34K- 81.24% |
$1.09M - $1.3M
|
7.85K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.22K- 1.98% |
$71.4K - $84.9K
|
110K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-137K- 22.72% |
$4.41M - $5.25M
|
467K
$19.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.2K- 94.5% |
$38.6K - $45.9K
|
70
$2.88K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-604- 0.44% |
$19.4K - $23.1K
|
136K
$5.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-34K- 67.61% |
$1.09M - $1.3M
|
16.3K
$670K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10KNew |
$321K - $383K
|
10K
$412K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29- 0.49% |
$931 - $1.11K
|
5.9K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.49K- 12.29% |
$240K - $286K
|
53.4K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 58.59% |
$326K - $387K
|
7.17K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-55.4K- 78.57% |
$1.78M - $2.12M
|
15.1K
$622K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.24KNew |
$39.8K - $47.4K
|
1.24K
$51K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 70.64% |
$758K - $902K
|
9.82K
$404K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13.2KNew |
$423K - $503K
|
13.2K
$542K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44.7K- 90.7% |
$1.44M - $1.71M
|
4.59K
$189K
|
|