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 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-114K- 56.53% |
$8.51M - $9.65M
|
87.4K
$7.8M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-7- 0.17% |
$524 - $594
|
4.07K
$363K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.43M+ 63.07% |
$406M - $461M
|
14M
$1.25B
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14.3K+ 6.42% |
$1.07M - $1.21M
|
237K
$21.2M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
15.1K+ 8.91% |
$1.13M - $1.29M
|
185K
$16.5M
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
288KNew |
$21.5M - $24.4M
|
288K
$25.7M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23.8K+ 118.79% |
$1.78M - $2.02M
|
43.8K
$3.91M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11.2K- 23.86% |
$840K - $953K
|
35.8K
$3.2M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-556- 6.5% |
$41.6K - $47.2K
|
8K
$714K
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-94- 0.22% |
$7.04K - $7.98K
|
43.3K
$3.86M
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.31K- 3.08% |
$248K - $281K
|
104K
$9.3M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
490+ 15.71% |
$36.7K - $41.6K
|
3.61K
$322K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.48K+ 0.34% |
$260K - $295K
|
1.03M
$92M
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-357- 1.44% |
$26.7K - $30.3K
|
24.4K
$2.18M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.67K- 9.91% |
$125K - $142K
|
15.2K
$1.36M
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 0.35% |
$2.99K - $3.4K
|
11.3K
$1.01M
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
17+ 13.08% |
$1.27K - $1.44K
|
147
$13.1K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.02K+ 41.5% |
$451K - $511K
|
20.5K
$1.83M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52.6K+ 8.96% |
$3.94M - $4.46M
|
639K
$57.1M
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
20.3K+ 7.83% |
$1.52M - $1.72M
|
280K
$25M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.2K- 10.34% |
$2.86M - $3.25M
|
332K
$29.6M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
69.4K+ 257.89% |
$5.2M - $5.89M
|
96.3K
$8.6M
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.7K- 59.81% |
$726K - $824K
|
6.52K
$582K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
266+ 0.18% |
$19.9K - $22.6K
|
147K
$13.1M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.06K+ 71.52% |
$154K - $175K
|
4.95K
$442K
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-646- 6.91% |
$48.4K - $54.8K
|
8.71K
$777K
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
283+ 0.3% |
$21.2K - $24K
|
93.4K
$8.33M
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-310- 4.92% |
$23.2K - $26.3K
|
5.99K
$535K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.2K- 2.51% |
$1.06M - $1.2M
|
551K
$49.1M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-397K- 13.24% |
$29.7M - $33.7M
|
2.6M
$232M
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
22.7K+ 84.12% |
$1.7M - $1.93M
|
49.8K
$4.44M
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$373K - $424K
|
4.99K
$445K
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.99K+ 19.77% |
$149K - $169K
|
12K
$1.07M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-26.4K- 60.89% |
$1.97M - $2.24M
|
16.9K
$1.51M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-489- 0.5% |
$36.6K - $41.5K
|
98.2K
$8.76M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.96M+ 105.4% |
$147M - $167M
|
3.83M
$342M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15.2K- 16.02% |
$1.14M - $1.29M
|
79.8K
$7.12M
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.48K- 1.27% |
$111K - $126K
|
116K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
213+ 1.76% |
$15.9K - $18.1K
|
12.3K
$1.1M
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.2K- 0.66% |
$89.5K - $102K
|
181K
$16.1M
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.45KNew |
$184K - $208K
|
2.45K
$219K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-111K- 6.4% |
$8.32M - $9.44M
|
1.63M
$145M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.9K+ 2.04% |
$3.51M - $3.98M
|
2.34M
$209M
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-8.64K- 42.88% |
$646K - $733K
|
11.5K
$1.03M
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
33.5K+ 483.57% |
$2.51M - $2.85M
|
40.5K
$3.61M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.14M- 75.08% |
$235M - $266M
|
1.04M
$92.9M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
688K+ 4.86% |
$51.5M - $58.4M
|
14.8M
$1.32B
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.77K+ 123.96% |
$282K - $320K
|
6.81K
$608K
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
110K+ 53.69% |
$8.21M - $9.31M
|
314K
$28M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
118K+ 23.56% |
$8.86M - $10.1M
|
621K
$55.4M
|