Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEZU)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEZU) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
87New |
$3.12K - $3.54K
|
87
$3.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
489New |
$17.5K - $19.9K
|
489
$21.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 12.0% |
$215 - $244
|
44
$1.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.17KNew |
$293K - $333K
|
8.17K
$353K
|
|
| Q4 2024 | |||||||
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-10Closed |
$352 - $370
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.85K- 12.33% |
$65.2K - $68.5K
|
13.2K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.41K- 19.82% |
$155K - $163K
|
17.9K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16New |
$563 - $591
|
16
$692
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3K- 28.17% |
$106K - $111K
|
7.65K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
784New |
$27.6K - $29K
|
784
$33.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.55K- 2.45% |
$125K - $131K
|
142K
$6.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
142KNew |
$4.98M - $5.23M
|
142K
$6.12M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
51.3KNew |
$1.8M - $1.89M
|
51.3K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.39K+ 25.43% |
$154K - $162K
|
21.7K
$936K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.72K- 9.08% |
$60.6K - $63.6K
|
17.2K
$745K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-977- 14.18% |
$34.4K - $36.1K
|
5.91K
$256K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
350+ 2.41% |
$12.3K - $12.9K
|
14.9K
$642K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.7KNew |
$258K - $286K
|
7.7K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$206K - $228K
|
6.15K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-715K- 59.33% |
$23.9M - $26.5M
|
490K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 19.34% |
$46.2K - $51.2K
|
5.76K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
938New |
$31.4K - $34.8K
|
938
$40.5K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
80New |
$2.68K - $2.97K
|
80
$3.46K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
41New |
$1.37K - $1.52K
|
41
$1.77K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
176New |
$5.89K - $6.52K
|
176
$7.61K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
46.3KNew |
$1.64M - $1.75M
|
46.3K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
34.8KNew |
$1.24M - $1.31M
|
34.8K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-40.3K- 3.32% |
$1.43M - $1.52M
|
1.17M
$50.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-262K- 85.0% |
$9.32M - $9.91M
|
46.3K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
212New |
$7.54K - $8.01K
|
212
$9.16K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.2KNew |
$256K - $272K
|
7.2K
$311K
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
BUY
|
- |
53.1K+ 24.15% |
$1.89M - $2.01M
|
273K
$11.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
181KNew |
$6.44M - $6.84M
|
181K
$7.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-360- 45.57% |
$12.8K - $13.6K
|
430
$18.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-322Closed |
$10.4K - $11.8K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
27.9KNew |
$904K - $1.03M
|
27.9K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.2KNew |
$461K - $523K
|
14.2K
$615K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.13K- 14.87% |
$36.6K - $41.6K
|
6.47K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$32.4 - $36.8
|
1
$43.2
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
29.7KNew |
$963K - $1.09M
|
29.7K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$16.2K - $18.4K
|
500
$21.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
8.68KNew |
$281K - $319K
|
8.68K
$375K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73New |
$2.14K - $2.45K
|
73
$3.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.03KNew |
$236K - $270K
|
8.03K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
428New |
$12.6K - $14.4K
|
428
$18.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
342New |
$10K - $11.5K
|
342
$14.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
153New |
$4.49K - $5.14K
|
153
$6.61K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.25KNew |
$190K - $204K
|
6.25K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
791+ 11.64% |
$24.1K - $25.9K
|
7.59K
$328K
|
|