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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.07K+ 341.82% |
$66.4K - $79K
|
2.67K
$110K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.9K+ 2291.57% |
$61.1K - $72.7K
|
1.99K
$81.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.77K+ 9.13% |
$57K - $67.8K
|
21.2K
$873K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.42KNew |
$45.5K - $54.1K
|
1.42K
$58.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.24KNew |
$39.8K - $47.4K
|
1.24K
$51K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.2K+ 6.12% |
$38.5K - $45.9K
|
20.8K
$856K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
854New |
$27.4K - $32.6K
|
854
$35.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
821+ 25.74% |
$26.4K - $31.4K
|
4.01K
$165K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
500New |
$16.1K - $19.1K
|
500
$20.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
488+ 7.03% |
$15.7K - $18.6K
|
7.43K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
120+ 0.39% |
$3.85K - $4.59K
|
30.6K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
101New |
$3.24K - $3.86K
|
101
$4.16K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
92New |
$2.95K - $3.52K
|
92
$3.79K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
37New |
$1.19K - $1.41K
|
37
$1.52K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
456KNew |
$15.9M - $17.1M
|
456K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
376KNew |
$13.1M - $14.1M
|
376K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
334KNew |
$11.6M - $12.5M
|
334K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
199K+ 219.03% |
$6.93M - $7.46M
|
290K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
108KNew |
$3.77M - $4.06M
|
108K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
92.3KNew |
$3.22M - $3.46M
|
92.3K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
91KNew |
$3.17M - $3.41M
|
91K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
88.4KNew |
$3.08M - $3.32M
|
88.4K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
84K+ 3101.48% |
$2.92M - $3.15M
|
86.7K
$3.57M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
81KNew |
$2.82M - $3.04M
|
81K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
77.1KNew |
$2.68M - $2.89M
|
77.1K
$3.17M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
75KNew |
$2.61M - $2.81M
|
75K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.3K+ 485.08% |
$2.45M - $2.64M
|
84.8K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
62KNew |
$2.16M - $2.32M
|
62K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
54.3KNew |
$1.89M - $2.04M
|
54.3K
$2.23M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
52.8KNew |
$1.84M - $1.98M
|
52.8K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
44.3KNew |
$1.54M - $1.66M
|
44.3K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
43.4KNew |
$1.51M - $1.63M
|
43.4K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40.1KNew |
$1.4M - $1.51M
|
40.1K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
40KNew |
$1.39M - $1.5M
|
40K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
39.6KNew |
$1.38M - $1.49M
|
39.6K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
38.4KNew |
$1.34M - $1.44M
|
38.4K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
36.8KNew |
$1.28M - $1.38M
|
36.8K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
36.4KNew |
$1.27M - $1.36M
|
36.4K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$1.24M - $1.34M
|
35.7K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
32.4KNew |
$1.13M - $1.22M
|
32.4K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.2KNew |
$1.12M - $1.21M
|
32.2K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
30.3KNew |
$1.06M - $1.14M
|
30.3K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26.1KNew |
$908K - $978K
|
26.1K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
24.1KNew |
$840K - $904K
|
24.1K
$992K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
23.7K+ 214.63% |
$827K - $891K
|
34.8K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
23.2KNew |
$806K - $869K
|
23.2K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
22.7KNew |
$789K - $850K
|
22.7K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.6KNew |
$787K - $847K
|
22.6K
$929K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
21.4KNew |
$745K - $803K
|
21.4K
$880K
|
|