Latest Institutional Purchases of Ishares Currency Hedged Msci E (HEFA)
This list provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
4.46MNew |
$154M - $160M
|
4.46M
$167M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.45M+ 7.33% |
$119M - $124M
|
50.5M
$1.88B
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.64M+ 141.84% |
$56.3M - $58.7M
|
2.79M
$104M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.05M+ 556.99% |
$36M - $37.5M
|
1.23M
$46.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
943KNew |
$32.5M - $33.8M
|
943K
$35.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
836KNew |
$28.8M - $30M
|
836K
$31.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
519K+ 19.08% |
$17.9M - $18.6M
|
3.24M
$121M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
480KNew |
$16.5M - $17.2M
|
480K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
438K+ 100.0% |
$15.1M - $15.7M
|
877K
$32.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
371KNew |
$12.8M - $13.3M
|
371K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
360K+ 21.18% |
$12.4M - $12.9M
|
2.06M
$77M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
353KNew |
$12.2M - $12.7M
|
353K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
342K+ 7.11% |
$11.8M - $12.3M
|
5.15M
$192M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
335KNew |
$11.5M - $12M
|
335K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
329KNew |
$11.3M - $11.8M
|
329K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
270K+ 5.06% |
$9.28M - $9.68M
|
5.6M
$209M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
225KNew |
$7.75M - $8.08M
|
225K
$8.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
199K+ 4.71% |
$6.84M - $7.13M
|
4.42M
$165M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
157KNew |
$5.4M - $5.63M
|
157K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
149KNew |
$5.13M - $5.35M
|
149K
$5.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.13M - $4.3M
|
120K
$4.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
117K+ 609.47% |
$4.04M - $4.21M
|
136K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
115KNew |
$3.95M - $4.12M
|
115K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
113KNew |
$3.88M - $4.04M
|
113K
$4.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
110KNew |
$3.78M - $3.94M
|
110K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 5.67% |
$3.57M - $3.72M
|
1.93M
$72.1M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
97.8KNew |
$3.37M - $3.51M
|
97.8K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.7K+ 387.16% |
$3.33M - $3.47M
|
122K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
90.8KNew |
$3.13M - $3.26M
|
90.8K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
88.4KNew |
$3.04M - $3.17M
|
88.4K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
88.3K+ 31.2% |
$3.04M - $3.17M
|
371K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
87.9KNew |
$3.02M - $3.15M
|
87.9K
$3.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
87K+ 8.17% |
$2.99M - $3.12M
|
1.15M
$43M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
79.1KNew |
$2.72M - $2.84M
|
79.1K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
69.3KNew |
$2.38M - $2.48M
|
69.3K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
60.6K+ 11.33% |
$2.08M - $2.17M
|
595K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
56.5K+ 31.67% |
$1.94M - $2.03M
|
235K
$8.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.7K+ 0.76% |
$1.92M - $2M
|
7.36M
$275M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
52.8KNew |
$1.82M - $1.89M
|
52.8K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.6K+ 513.3% |
$1.71M - $1.78M
|
59.2K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.2K+ 272.32% |
$1.69M - $1.77M
|
67.3K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
45.4KNew |
$1.56M - $1.63M
|
45.4K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43.1K+ 15.72% |
$1.48M - $1.55M
|
318K
$11.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
41.8KNew |
$1.44M - $1.5M
|
41.8K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
41.1K+ 30.86% |
$1.41M - $1.47M
|
174K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.5K+ 1.34% |
$1.19M - $1.24M
|
2.61M
$97.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
32.8KNew |
$1.13M - $1.18M
|
32.8K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
31.7KNew |
$1.09M - $1.14M
|
31.7K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
29.7KNew |
$1.02M - $1.06M
|
29.7K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.4K+ 452.59% |
$979K - $1.02M
|
34.7K
$1.3M
|