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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.42K+ 2.48% |
$107K - $120K
|
58.9K
$4.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-313- 1.49% |
$23.6K - $26.4K
|
20.6K
$1.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.64K+ 0.85% |
$349K - $391K
|
550K
$42.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.25K+ 50.24% |
$93.9K - $105K
|
3.73K
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-123- 1.56% |
$9.26K - $10.4K
|
7.74K
$603K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
894+ 7.51% |
$67.3K - $75.4K
|
12.8K
$997K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.2K+ 12.54% |
$1.07M - $1.2M
|
128K
$9.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-62- 6.89% |
$4.67K - $5.23K
|
838
$65.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.96K- 1.67% |
$449K - $503K
|
351K
$27.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.54K- 7.07% |
$417K - $467K
|
72.8K
$5.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
410KNew |
$30.9M - $34.6M
|
410K
$31.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-65.5K- 7.74% |
$4.94M - $5.53M
|
782K
$60.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Bck Capital Management LP
Stamford, CT |
SELL
|
PUT |
-3.9K- 18.57% |
$294K - $329K
|
17.1K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.71K+ 5.07% |
$656K - $735K
|
180K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.32K- 2.26% |
$99.5K - $111K
|
57.1K
$4.45M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-40- 0.94% |
$3.01K - $3.37K
|
4.2K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-430- 2.62% |
$32.4K - $36.3K
|
16K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.01K+ 4.95% |
$227K - $254K
|
63.7K
$4.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
29.8K+ 33.75% |
$2.25M - $2.52M
|
118K
$9.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
51.9K+ 8.54% |
$3.91M - $4.38M
|
659K
$51.4M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.84K- 3.41% |
$214K - $240K
|
80.4K
$6.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-829- 15.62% |
$62.4K - $69.9K
|
4.48K
$349K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-716- 5.77% |
$53.9K - $60.4K
|
11.7K
$911K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
50.4K+ 40.37% |
$3.8M - $4.25M
|
175K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
77+ 0.1% |
$5.8K - $6.5K
|
75.3K
$5.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-102- 2.47% |
$7.68K - $8.61K
|
4.03K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-10.6K- 7.75% |
$798K - $894K
|
126K
$9.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.74K+ 487.36% |
$131K - $146K
|
2.09K
$163K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.94K+ 0.57% |
$372K - $417K
|
865K
$67.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
103KNew |
$7.77M - $8.7M
|
103K
$8.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
71.7KNew |
$5.4M - $6.05M
|
71.7K
$5.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
278+ 0.27% |
$20.9K - $23.5K
|
105K
$8.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.14K+ 73.35% |
$161K - $180K
|
5.05K
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-434K- 22.41% |
$32.7M - $36.6M
|
1.5M
$117M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-57.2K- 5.28% |
$4.31M - $4.83M
|
1.03M
$80M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50.5K+ 3.41% |
$3.8M - $4.26M
|
1.53M
$119M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
65+ 0.47% |
$4.9K - $5.48K
|
14K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-3.27K- 5.93% |
$246K - $276K
|
51.9K
$4.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-620- 17.91% |
$46.7K - $52.3K
|
2.84K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
165K+ 6.08% |
$12.4M - $13.9M
|
2.87M
$224M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-969- 2.72% |
$73K - $81.8K
|
34.7K
$2.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
464+ 5.21% |
$34.9K - $39.1K
|
9.37K
$730K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-590- 3.9% |
$44.4K - $49.8K
|
14.5K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25K+ 94.48% |
$1.88M - $2.11M
|
51.4K
$4.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.46% |
$904 - $1.01K
|
2.6K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
16.4KNew |
$1.23M - $1.38M
|
16.4K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
284+ 0.9% |
$21.4K - $24K
|
32K
$2.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-103K- 35.47% |
$7.74M - $8.66M
|
187K
$14.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.88K- 24.76% |
$141K - $158K
|
5.7K
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.45K+ 3.08% |
$109K - $122K
|
48.6K
$3.78M
|