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 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.5K+ 86.26% |
$1.17M - $1.31M
|
33.5K
$2.64M
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
616+ 2.26% |
$46.4K - $52K
|
27.8K
$2.2M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-68.5K- 60.27% |
$5.16M - $5.78M
|
45.2K
$3.57M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-497- 4.73% |
$37.4K - $41.9K
|
10K
$790K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.3K- 15.82% |
$550K - $616K
|
38.9K
$3.07M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
39+ 0.24% |
$2.94K - $3.29K
|
16.2K
$1.28M
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-60- 0.82% |
$4.52K - $5.06K
|
7.29K
$575K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
294+ 0.36% |
$22.1K - $24.8K
|
82.2K
$6.49M
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.65K+ 3.98% |
$200K - $224K
|
69.3K
$5.48M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-439- 1.45% |
$33.1K - $37K
|
29.7K
$2.35M
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
670+ 5.02% |
$50.5K - $56.5K
|
14K
$1.11M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 18.44% |
$1.12M - $1.26M
|
65.9K
$5.21M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-435- 12.76% |
$32.8K - $36.7K
|
2.98K
$235K
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-339- 1.84% |
$25.5K - $28.6K
|
18.1K
$1.43M
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-130- 0.09% |
$9.79K - $11K
|
142K
$11.2M
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.66K- 3.63% |
$275K - $308K
|
97.1K
$7.67M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-853- 3.26% |
$64.2K - $72K
|
25.3K
$2M
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
16.9KNew |
$1.27M - $1.43M
|
16.9K
$1.34M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.75K- 3.29% |
$132K - $147K
|
51.4K
$4.06M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
20.9K+ 4.07% |
$1.58M - $1.77M
|
534K
$42.2M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.7K+ 5.76% |
$128K - $143K
|
31.1K
$2.46M
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
227+ 0.46% |
$17.1K - $19.2K
|
49.4K
$3.9M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-975- 0.76% |
$73.4K - $82.3K
|
128K
$10.1M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
PUT |
-1.7K- 0.64% |
$128K - $143K
|
264K
$20.9M
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-34- 0.23% |
$2.56K - $2.87K
|
14.8K
$1.17M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-6.62K- 25.09% |
$499K - $558K
|
19.8K
$1.56M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
227+ 2.01% |
$17.1K - $19.2K
|
11.5K
$909K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.26K- 0.68% |
$245K - $275K
|
474K
$37.4M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
180New |
$13.6K - $15.2K
|
180
$14.2K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
590New |
$44.4K - $49.8K
|
590
$46.6K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
533+ 0.45% |
$40.1K - $45K
|
119K
$9.42M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.72KNew |
$205K - $230K
|
2.72K
$215K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.93K+ 74.39% |
$447K - $500K
|
13.9K
$1.1M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.33K+ 32.72% |
$326K - $366K
|
17.6K
$1.39M
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
16.8K+ 328.2% |
$1.27M - $1.42M
|
21.9K
$1.73M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
111+ 1.08% |
$8.36K - $9.37K
|
10.4K
$818K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 23.54% |
$89.6K - $100K
|
6.25K
$493K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
35+ 61.4% |
$2.64K - $2.95K
|
92
$7.27K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.35K- 19.26% |
$102K - $114K
|
5.65K
$446K
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.93K+ 4.25% |
$221K - $247K
|
71.9K
$5.68M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.44K- 85.59% |
$108K - $121K
|
242
$19.1K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 6.97% |
$853K - $955K
|
174K
$13.7M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
534New |
$40.2K - $45.1K
|
534
$42.2K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-920- 5.85% |
$69.3K - $77.6K
|
14.8K
$1.17M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
206K+ 426.66% |
$15.5M - $17.4M
|
254K
$20.1M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
133+ 4.13% |
$10K - $11.2K
|
3.36K
$265K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-12.3K- 37.41% |
$924K - $1.04M
|
20.5K
$1.62M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 1.4% |
$96.3K - $108K
|
90.2K
$7.12M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.67K+ 1.47% |
$125K - $140K
|
115K
$9.1M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
42.3K+ 79.66% |
$3.19M - $3.57M
|
95.4K
$7.53M
|