Latest Institutional Transactions on Ishares Tr Msci Eafe ETF (EFA)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Eafe ETF (EFA) 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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
318+ 1.46% |
$23.8K - $27K
|
22.1K
$1.94M
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-255- 2.92% |
$19.1K - $21.6K
|
8.49K
$747K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-27K- 98.82% |
$2.02M - $2.29M
|
323
$28.4K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
550+ 1.61% |
$41.2K - $46.7K
|
34.7K
$3.05M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
42New |
$3.14K - $3.57K
|
42
$3.69K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.6K- 3.84% |
$4.38M - $4.97M
|
1.46M
$129M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-300- 37.5% |
$22.5K - $25.5K
|
500
$44K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-176- 1.15% |
$13.2K - $14.9K
|
15.1K
$1.33M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.2K- 3.38% |
$165K - $187K
|
63K
$5.54M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3.95K- 3.52% |
$296K - $336K
|
108K
$9.54M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-29- 0.34% |
$2.17K - $2.46K
|
8.39K
$738K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
108KNew |
$8.12M - $9.2M
|
108K
$9.54M
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-4.3K- 27.94% |
$322K - $365K
|
11.1K
$976K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-259K- 2.9% |
$19.4M - $22M
|
8.66M
$762M
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.7K- 2.09% |
$948K - $1.08M
|
594K
$52.3M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.15K+ 0.64% |
$535K - $607K
|
1.13M
$99.3M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-13.4K- 19.55% |
$1M - $1.14M
|
55.2K
$4.86M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.07K- 2.54% |
$155K - $176K
|
79.5K
$6.99M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.2K- 2.45% |
$1.51M - $1.71M
|
804K
$70.8M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5.81K- 17.94% |
$435K - $493K
|
26.6K
$2.34M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-388- 26.63% |
$29K - $32.9K
|
1.07K
$94K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-87.7K- 15.35% |
$6.57M - $7.45M
|
484K
$42.5M
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-800K- 92.13% |
$59.9M - $67.9M
|
68.3K
$6.01M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
932+ 69.29% |
$69.8K - $79.1K
|
2.28K
$200K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
331+ 0.79% |
$24.8K - $28.1K
|
42.2K
$3.71M
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-49.3K- 19.42% |
$3.69M - $4.19M
|
205K
$18M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-601- 47.62% |
$45K - $51K
|
661
$58.1K
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-244- 0.72% |
$18.3K - $20.7K
|
33.5K
$2.95M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.03% |
$524 - $594
|
26.7K
$2.35M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
91New |
$6.81K - $7.72K
|
91
$8.01K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-78- 0.63% |
$5.84K - $6.62K
|
12.3K
$1.09M
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
110K+ 67.55% |
$8.21M - $9.31M
|
272K
$23.9M
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-420- 5.5% |
$31.4K - $35.7K
|
7.21K
$634K
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
462+ 0.61% |
$34.6K - $39.2K
|
76.6K
$6.74M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.6K- 54.57% |
$791K - $897K
|
8.79K
$774K
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4.55K- 24.11% |
$340K - $386K
|
14.3K
$1.26M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-919- 10.45% |
$68.8K - $78K
|
7.88K
$693K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.82KNew |
$211K - $239K
|
2.82K
$248K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-82.9K- 42.88% |
$6.2M - $7.03M
|
110K
$9.71M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-240- 27.71% |
$18K - $20.4K
|
626
$55.1K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
204+ 1.97% |
$15.3K - $17.3K
|
10.5K
$927K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-555- 1.48% |
$41.5K - $47.1K
|
36.8K
$3.24M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
15K+ 177.16% |
$1.12M - $1.27M
|
23.5K
$2.06M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
584+ 1.9% |
$43.7K - $49.6K
|
31.2K
$2.75M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-571- 3.62% |
$42.7K - $48.5K
|
15.2K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.57KNew |
$192K - $218K
|
2.57K
$226K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
564K+ 100.7% |
$42.2M - $47.9M
|
1.12M
$98.9M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-737K- 99.99% |
$55.2M - $62.6M
|
100
$8.8K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 2.27% |
$74.9 - $84.9
|
43
$3.78K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-260- 13.78% |
$19.5K - $22.1K
|
1.63K
$143K
|