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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
18.4KNew |
$640K - $689K
|
18.4K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.7KNew |
$616K - $663K
|
17.7K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17.3KNew |
$604K - $651K
|
17.3K
$714K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
16.4KNew |
$570K - $615K
|
16.4K
$674K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$564K - $608K
|
16.2K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.1KNew |
$562K - $605K
|
16.1K
$664K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
14.9KNew |
$520K - $560K
|
14.9K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14.4KNew |
$502K - $540K
|
14.4K
$593K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
13.9K+ 184.39% |
$484K - $522K
|
21.4K
$882K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$470K - $506K
|
13.5K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
13.4KNew |
$466K - $502K
|
13.4K
$550K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.9KNew |
$448K - $483K
|
12.9K
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
12.5KNew |
$436K - $470K
|
12.5K
$516K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
12.1KNew |
$423K - $456K
|
12.1K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
11.5KNew |
$399K - $430K
|
11.5K
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.4KNew |
$396K - $426K
|
11.4K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 116.0% |
$384K - $414K
|
20.6K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
10.6KNew |
$370K - $398K
|
10.6K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.38KNew |
$327K - $352K
|
9.38K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.18KNew |
$320K - $344K
|
9.18K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
9.16KNew |
$319K - $344K
|
9.16K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
9.08KNew |
$316K - $341K
|
9.08K
$373K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8.45KNew |
$294K - $317K
|
8.45K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.21KNew |
$286K - $308K
|
8.21K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.11KNew |
$283K - $304K
|
8.11K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.93KNew |
$276K - $298K
|
7.93K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.5KNew |
$261K - $282K
|
7.5K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.42KNew |
$258K - $278K
|
7.42K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.98KNew |
$243K - $262K
|
6.98K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.84KNew |
$238K - $256K
|
6.84K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6.55KNew |
$228K - $246K
|
6.55K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.46KNew |
$225K - $242K
|
6.46K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.89KNew |
$205K - $221K
|
5.89K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
5.69KNew |
$198K - $213K
|
5.69K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.67KNew |
$197K - $213K
|
5.67K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.64KNew |
$196K - $212K
|
5.64K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.6KNew |
$195K - $210K
|
5.6K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.88K+ 42.76% |
$170K - $183K
|
16.3K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 969.76% |
$138K - $149K
|
4.39K
$180K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.46K+ 29.06% |
$121K - $130K
|
15.4K
$633K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.43K+ 20.51% |
$120K - $129K
|
20.2K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.25KNew |
$78.4K - $84.4K
|
2.25K
$92.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 171200.0% |
$59.6K - $64.2K
|
1.71K
$70.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43KNew |
$49.7K - $53.5K
|
1.43K
$58.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.25KNew |
$43.6K - $46.9K
|
1.25K
$51.5K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.16K+ 21.19% |
$40.2K - $43.3K
|
6.61K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.06KNew |
$37K - $39.9K
|
1.06K
$43.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
783New |
$27.3K - $29.4K
|
783
$32.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
739+ 111.13% |
$25.7K - $27.7K
|
1.4K
$57.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
736New |
$25.6K - $27.6K
|
736
$30.3K
|
|