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 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-123K- 19.86% |
$9.21M - $10.4M
|
497K
$43.7M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.9K+ 41.77% |
$367K - $416K
|
16.6K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.83KNew |
$137K - $155K
|
1.83K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-456- 0.6% |
$34.1K - $38.7K
|
75K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
62+ 0.39% |
$4.64K - $5.26K
|
16K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.65K+ 1.24% |
$647K - $734K
|
706K
$62.1M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.6K- 2.17% |
$946K - $1.07M
|
569K
$50M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.13K- 13.04% |
$459K - $521K
|
40.9K
$3.6M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-154- 0.58% |
$11.5K - $13.1K
|
26.4K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.12K- 2.77% |
$308K - $350K
|
144K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.25KNew |
$318K - $361K
|
4.25K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.1M- 32.65% |
$82.4M - $93.4M
|
2.27M
$200M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.68K- 36.51% |
$200K - $227K
|
4.65K
$409K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.15K- 14.54% |
$86.2K - $97.8K
|
6.77K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 3.24% |
$75.8K - $86K
|
30.3K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-56.3K- 26.76% |
$4.21M - $4.78M
|
154K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-485- 2.78% |
$36.3K - $41.2K
|
17K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13.7K- 76.23% |
$1.02M - $1.16M
|
4.26K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
608+ 22.58% |
$45.5K - $51.6K
|
3.3K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
655+ 2.43% |
$49K - $55.6K
|
27.6K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.02K- 13.86% |
$226K - $257K
|
18.8K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 8.92% |
$111K - $126K
|
15.2K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.88KNew |
$215K - $244K
|
2.88K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-582- 0.73% |
$43.6K - $49.4K
|
78.6K
$6.92M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
684+ 4.07% |
$51.2K - $58.1K
|
17.5K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.55K- 26.6% |
$266K - $301K
|
9.8K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
379+ 7.52% |
$28.4K - $32.2K
|
5.42K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.9K+ 28.77% |
$142K - $161K
|
8.51K
$749K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-317- 9.46% |
$23.7K - $26.9K
|
3.03K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15+ 0.13% |
$1.12K - $1.27K
|
11.9K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.14K+ 12.76% |
$160K - $182K
|
18.9K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.24K- 6.89% |
$92.6K - $105K
|
16.7K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.78K- 22.97% |
$133K - $151K
|
5.96K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
21.5K+ 9.85% |
$1.61M - $1.83M
|
240K
$21.1M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
435New |
$32.6K - $36.9K
|
435
$38.3K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.35K- 18.23% |
$101K - $114K
|
6.03K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.73K- 0.13% |
$728K - $826K
|
7.5M
$660M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-710- 0.76% |
$53.1K - $60.3K
|
92.2K
$8.11M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
124K+ 1502.04% |
$9.27M - $10.5M
|
132K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
263+ 21.84% |
$19.7K - $22.3K
|
1.47K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-10- 0.01% |
$749 - $849
|
168K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-36- 0.35% |
$2.69K - $3.06K
|
10.2K
$899K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.85K- 2.34% |
$663K - $752K
|
370K
$32.5M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.97K- 1.08% |
$147K - $167K
|
180K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-17.6K- 19.61% |
$1.32M - $1.5M
|
72.3K
$6.36M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
190New |
$14.2K - $16.1K
|
190
$16.7K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31+ 0.36% |
$2.32K - $2.63K
|
8.65K
$761K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-240- 6.38% |
$18K - $20.4K
|
3.52K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-26- 0.2% |
$1.95K - $2.21K
|
12.7K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-9.63K- 5.7% |
$721K - $817K
|
159K
$14M
|